|
401
|
MAI Capital Management
Independence,
Ohio
|
$426K
|
+$381K
|
+2,436
|
New
|
|
|
402
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$425K
|
-$240K
|
-1,534
|
-39%
|
|
|
403
|
Trademark Financial Management
Bloomington,
Minnesota
|
$425K
|
+$380K
|
+2,429
|
New
|
|
|
404
|
Fort Point Capital Partners
San Francisco,
California
|
$423K
|
-$313
|
-2
|
-0.1%
|
|
|
405
|
E&G Advisors
Houston,
Texas
|
$423K
|
-$47K
|
-300
|
-11%
|
|
|
406
|
Ignite Planners
San Clemente,
California
|
$420K
|
+$35.1K
|
+224
|
+10%
|
|
|
407
|
Forte Capital
Rochester,
New York
|
$420K
|
+$470
|
+3
|
+0.1%
|
|
|
408
|
Clear Creek Financial Management
Silverdale,
Washington
|
$418K
|
-$131K
|
-837
|
-26%
|
|
|
409
|
Epic Trust Investment Advisors
Richland,
Washington
|
$417K
|
-$20.5K
|
-131
|
-5%
|
|
|
410
|
Pine Valley Investments
Marlton,
New Jersey
|
$413K
|
-$115K
|
-735
|
-24%
|
|
|
411
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$413K
|
+$9.39K
|
+60
|
+3%
|
|
|
412
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$411K
|
+$68.9K
|
+440
|
+23%
|
|
|
413
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$411K
|
-$28.8K
|
-184
|
-7%
|
|
|
414
|
Ranch Capital Advisors
Sarasota,
Florida
|
$410K
|
+$13.6K
|
+87
|
+4%
|
|
|
415
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$409K
|
+$23.2K
|
+148
|
+7%
|
|
|
416
|
Welch Group
Birmingham,
Alabama
|
$408K
|
–
|
–
|
–
|
|
|
417
|
Tradition Wealth Management
Edina,
Minnesota
|
$407K
|
–
|
–
|
–
|
|
|
418
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$402K
|
+$14.1K
|
+90
|
+4%
|
|
|
419
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$397K
|
-$230K
|
-1,468
|
-39%
|
|
|
420
|
Transcend Capital Advisors
Madison,
New Jersey
|
$395K
|
+$85.3K
|
+545
|
+32%
|
|
|
421
|
CIC Wealth
Rockville,
Maryland
|
$392K
|
–
|
–
|
–
|
|
|
422
|
Lion Street Advisors
Austin,
Texas
|
$390K
|
+$349K
|
+2,229
|
New
|
|
|
423
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$389K
|
+$1.25K
|
+8
|
+0.4%
|
|
|
424
|
Cladis Investment Advisory
Billings,
Montana
|
$387K
|
–
|
–
|
–
|
|
|
425
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$386K
|
+$345K
|
+2,205
|
New
|
|
