|
401
|
Clear Perspective Advisors
Aurora,
Illinois
|
$315K
|
+$38.2K
|
+853
|
+14%
|
|
|
402
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$312K
|
–
|
–
|
–
|
|
|
403
|
Macroview Investment Management
Bethesda,
Maryland
|
$309K
|
+$24.1K
|
+538
|
+9%
|
|
|
404
|
Whittier Trust
South Pasadena,
California
|
$308K
|
–
|
–
|
–
|
|
|
405
|
Encompass Wealth Advisors
Portland,
Oregon
|
$306K
|
–
|
–
|
–
|
|
|
406
|
Freedom Investment Management
Hartford,
Connecticut
|
$302K
|
+$47K
|
+1,050
|
+19%
|
|
|
407
|
|
$300K
|
–
|
–
|
–
|
|
|
408
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$300K
|
+$6.98K
|
+156
|
+2%
|
|
|
409
|
Personal Capital Advisors
Redwood City,
California
|
$298K
|
+$12.2K
|
+273
|
+4%
|
|
|
410
|
Tectonic Advisors
Frisco,
Texas
|
$295K
|
-$144K
|
-3,225
|
-33%
|
|
|
411
|
IFG Advisory
Atlanta,
Georgia
|
$293K
|
+$33.9K
|
+758
|
+13%
|
|
|
412
|
Vantage Investment Partners
Kansas City,
Missouri
|
$292K
|
+$2.24K
|
+50
|
+0.8%
|
|
|
413
|
Fort Point Capital Partners
San Francisco,
California
|
$290K
|
+$4.97K
|
+111
|
+2%
|
|
|
414
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$288K
|
+$302K
|
+6,752
|
New
|
|
|
415
|
Evergreen Capital Management
Bellevue,
Washington
|
$286K
|
+$44.5K
|
+993
|
+19%
|
|
|
416
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$281K
|
+$65.4K
|
+1,461
|
+31%
|
|
|
417
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$280K
|
–
|
–
|
–
|
|
|
418
|
Next Financial Group
Houston,
Texas
|
$280K
|
+$16.2K
|
+362
|
+6%
|
|
|
419
|
Altavista Wealth Management
Asheville,
North Carolina
|
$277K
|
+$10.5K
|
+235
|
+4%
|
|
|
420
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$276K
|
-$33.1K
|
-740
|
-11%
|
|
|
421
|
Astoria Strategic Wealth
Conroe,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
422
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$273K
|
-$26.2K
|
-585
|
-9%
|
|
|
423
|
True North Advisors
Dallas,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
424
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$271K
|
-$213K
|
-4,757
|
-44%
|
|
|
425
|
Level Four Advisory Services
Dallas,
Texas
|
$269K
|
-$130K
|
-2,911
|
-33%
|
|
