|
601
|
Oxford Financial Group
Carmel,
Indiana
|
$422K
|
–
|
–
|
–
|
|
|
602
|
RMR Wealth Builders
Montclair,
New Jersey
|
$420K
|
+$435K
|
+9,358
|
New
|
|
|
603
|
ACAS LLC
Rancho Santa Fe,
California
|
$418K
|
+$113K
|
+2,420
|
+37%
|
|
|
604
|
Claro Advisors
Boston,
Massachusetts
|
$414K
|
+$13.6K
|
+293
|
+3%
|
|
|
605
|
Moneywise Inc
Forest,
Virginia
|
$413K
|
-$127K
|
-2,720
|
-23%
|
|
|
606
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$410K
|
+$425K
|
+9,138
|
New
|
|
|
607
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$409K
|
+$159K
|
+3,411
|
+60%
|
|
|
608
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$407K
|
-$75.1K
|
-1,615
|
-15%
|
|
|
609
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$407K
|
+$65.7K
|
+1,413
|
+19%
|
|
|
610
|
Caldwell Trust
Venice,
Florida
|
$406K
|
-$4.88K
|
-105
|
-1%
|
|
|
611
|
PAX Financial Group
San Antonio,
Texas
|
$405K
|
-$21.4K
|
-460
|
-5%
|
|
|
612
|
Mengis Capital Management
Portland,
Oregon
|
$404K
|
+$110K
|
+2,359
|
+36%
|
|
|
613
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$404K
|
+$122K
|
+2,633
|
+41%
|
|
|
614
|
Optima Capital
Beaverton,
Oregon
|
$401K
|
+$415K
|
+8,918
|
New
|
|
|
615
|
Harmony Asset Management
Scottsdale,
Arizona
|
$398K
|
+$79.1K
|
+1,700
|
+24%
|
|
|
616
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$398K
|
-$105K
|
-2,262
|
-20%
|
|
|
617
|
Mystic Asset Management
Warwick,
Rhode Island
|
$397K
|
+$6.98K
|
+150
|
+2%
|
|
|
618
|
Vicus Capital
State College,
Pennsylvania
|
$396K
|
+$27.4K
|
+590
|
+7%
|
|
|
619
|
Bay Colony Advisors
Concord,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
620
|
Northern Trust
Chicago,
Illinois
|
$390K
|
-$4.7K
|
-101
|
-1%
|
|
|
621
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$385K
|
+$118K
|
+2,529
|
+42%
|
|
|
622
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$379K
|
+$3.81K
|
+82
|
+1%
|
|
|
623
|
Alesco Advisors
Pittsford,
New York
|
$378K
|
+$118K
|
+2,544
|
+43%
|
|
|
624
|
Prospera Financial Services
Dallas,
Texas
|
$375K
|
+$16.4K
|
+353
|
+4%
|
|
|
625
|
Summit Trail Advisors
New York
|
$374K
|
–
|
–
|
–
|
|
