|
401
|
Accredited Investors
Edina,
Minnesota
|
$510K
|
–
|
–
|
–
|
|
|
402
|
Avalon Trust
Santa Fe,
New Mexico
|
$506K
|
–
|
–
|
–
|
|
|
403
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$505K
|
-$301K
|
-1,350
|
-37%
|
|
|
404
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$491K
|
+$505K
|
+2,263
|
+14,144%
|
|
|
405
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$485K
|
–
|
–
|
–
|
|
|
406
|
Journey Strategic Wealth
Summit,
New Jersey
|
$473K
|
-$15.4K
|
-69
|
-3%
|
|
|
407
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$473K
|
-$2.68K
|
-12
|
-0.5%
|
|
|
408
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$471K
|
+$482K
|
+2,160
|
New
|
|
|
409
|
SOA Wealth Advisors
New York
|
$469K
|
+$892
|
+4
|
+0.2%
|
|
|
410
|
Private Wealth Advisors (California)
Fresno,
California
|
$468K
|
-$3.79K
|
-17
|
-0.8%
|
|
|
411
|
Davis Investment Partners
Charlotte,
North Carolina
|
$466K
|
+$223
|
+1
|
+0%
|
|
|
412
|
Finley Financial
Las Vegas,
Nevada
|
$465K
|
+$465K
|
+2,085
|
New
|
|
|
413
|
Rathbones Group
Liverpool,
United Kingdom
|
$463K
|
-$28.8K
|
-129
|
-6%
|
|
|
414
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$463K
|
-$25.2K
|
-113
|
-5%
|
|
|
415
|
National Wealth Management Group
Cincinnati,
Ohio
|
$463K
|
-$19.6K
|
-88
|
-4%
|
|
|
416
|
Sovran Advisors
San Diego,
California
|
$462K
|
+$471K
|
+2,112
|
New
|
|
|
417
|
Madison Wealth Partners
Madison,
Wisconsin
|
$461K
|
+$4.68K
|
+21
|
+1%
|
|
|
418
|
Centaurus Financial
Anaheim,
California
|
$460K
|
-$139K
|
-621
|
-23%
|
|
|
419
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$459K
|
+$475K
|
+2,131
|
New
|
|
|
420
|
Golden State Wealth Management
Santa Ana,
California
|
$451K
|
+$467K
|
+2,094
|
New
|
|
|
421
|
Global Assets Advisory
Orlando,
Florida
|
$450K
|
-$669
|
-3
|
-0.1%
|
|
|
422
|
Baker Avenue Asset Management
San Francisco,
California
|
$446K
|
+$52.6K
|
+236
|
+13%
|
|
|
423
|
Strategic Financial Concepts
San Antonio,
Texas
|
$444K
|
+$203K
|
+912
|
+79%
|
|
|
424
|
Delta Investment Management
San Francisco,
California
|
$438K
|
-$42.4K
|
-190
|
-9%
|
|
|
425
|
Trilogy Capital
Irvine,
California
|
$435K
|
-$77.9K
|
-349
|
-15%
|
|
