|
401
|
Root Financial Partners
Encinitas,
California
|
$965K
|
-$117K
|
-1,060
|
-11%
|
|
|
402
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$952K
|
+$560K
|
+5,078
|
+143%
|
|
|
403
|
Plum Street Advisors
New Orleans,
Louisiana
|
$951K
|
-$369K
|
-3,350
|
-28%
|
|
|
404
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$926K
|
+$179K
|
+1,627
|
+24%
|
|
|
405
|
Atwood & Palmer
Kansas City,
Missouri
|
$919K
|
-$55.4K
|
-502
|
-6%
|
|
|
406
|
Central Bank & Trust
Lexington,
Kentucky
|
$915K
|
+$137K
|
+1,243
|
+18%
|
|
|
407
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$913K
|
-$102K
|
-926
|
-10%
|
|
|
408
|
Burford Brothers
Dallas,
Texas
|
$912K
|
+$910K
|
+8,252
|
New
|
|
|
409
|
D.A. Davidson & Co
Great Falls,
Montana
|
$908K
|
-$4.91M
|
-44,517
|
-84%
|
|
|
410
|
Global View Capital Management
Waukesha,
Wisconsin
|
$904K
|
-$126K
|
-1,143
|
-12%
|
|
|
411
|
Sweeney & Michel
Chico,
California
|
$904K
|
+$905K
|
+8,203
|
New
|
|
|
412
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$900K
|
+$30K
|
+272
|
+3%
|
|
|
413
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$879K
|
+$877K
|
+7,955
|
New
|
|
|
414
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$876K
|
+$499K
|
+4,527
|
+133%
|
|
|
415
|
Fortis Advisors
Wayne,
Pennsylvania
|
$873K
|
+$6.07K
|
+55
|
+0.7%
|
|
|
416
|
Regatta Capital Group
El Segundo,
California
|
$867K
|
+$499K
|
+4,528
|
+136%
|
|
|
417
|
Acute Investment Advisory
Mesa,
Arizona
|
$865K
|
+$864K
|
+7,831
|
New
|
|
|
418
|
VisionPoint Advisory Group
Dallas,
Texas
|
$857K
|
+$338K
|
+3,063
|
+65%
|
|
|
419
|
KWB Wealth
Redlands,
California
|
$854K
|
-$85.4K
|
-774
|
-9%
|
|
|
420
|
North Star Investment Management
Chicago,
Illinois
|
$848K
|
+$518K
|
+4,699
|
+158%
|
|
|
421
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$840K
|
-$348K
|
-3,155
|
-29%
|
|
|
422
|
Silver Oak Securities
Jackson,
Tennessee
|
$836K
|
+$60.4K
|
+548
|
+8%
|
|
|
423
|
Pathstone Holdings
Englewood,
New Jersey
|
$835K
|
-$19.3K
|
-175
|
-2%
|
|
|
424
|
One Capital Management
Westlake Village,
California
|
$824K
|
+$11.6K
|
+105
|
+1%
|
|
|
425
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$822K
|
-$5.4K
|
-49
|
-0.7%
|
|
