|
401
|
|
$670K
|
+$67.3K
|
+672
|
+11%
|
|
|
402
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$660K
|
-$89.5K
|
-894
|
-12%
|
|
|
403
|
360 Financial
Wayzata,
Minnesota
|
$649K
|
–
|
–
|
–
|
|
|
404
|
Eudaimonia Partners
Winchester,
Tennessee
|
$637K
|
-$310K
|
-3,091
|
-32%
|
|
|
405
|
Modera Wealth Management
Westwood,
New Jersey
|
$637K
|
+$11.7K
|
+117
|
+2%
|
|
|
406
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$635K
|
-$281K
|
-2,810
|
-30%
|
|
|
407
|
Clearstead Advisors
Cleveland,
Ohio
|
$634K
|
–
|
–
|
–
|
|
|
408
|
All Season Financial Advisors
Denver,
Colorado
|
$630K
|
+$47.8K
|
+477
|
+8%
|
|
|
409
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$627K
|
–
|
–
|
–
|
|
|
410
|
Virtue Capital Management
Brentwood,
Tennessee
|
$613K
|
+$1.3K
|
+13
|
+0.2%
|
|
|
411
|
New England Asset Management
Farmington,
Connecticut
|
$609K
|
–
|
–
|
–
|
|
|
412
|
Rathbones Group
Liverpool,
United Kingdom
|
$603K
|
+$329K
|
+3,289
|
+110%
|
|
|
413
|
Axiom Financial Strategies
New Albany,
Indiana
|
$598K
|
+$15.7K
|
+157
|
+3%
|
|
|
414
|
Madison Wealth Partners
Madison,
Wisconsin
|
$590K
|
-$63.8K
|
-637
|
-9%
|
|
|
415
|
Successful Portfolios
Clearwater,
Florida
|
$581K
|
+$36.9K
|
+368
|
+6%
|
|
|
416
|
Private Trust Company
Cleveland,
Ohio
|
$579K
|
-$325K
|
-3,250
|
-35%
|
|
|
417
|
Pure Financial Advisors
San Diego,
California
|
$576K
|
-$133K
|
-1,332
|
-18%
|
|
|
418
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$576K
|
+$279K
|
+2,785
|
+87%
|
|
|
419
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$571K
|
+$6.11K
|
+61
|
+1%
|
|
|
420
|
Greenline Partners
New York
|
$570K
|
+$326K
|
+3,259
|
+122%
|
|
|
421
|
Independent Wealth Network
Urbandale,
Iowa
|
$570K
|
+$357K
|
+3,567
|
+151%
|
|
|
422
|
Mattern Capital Management
Lakewood,
Colorado
|
$565K
|
+$88.5K
|
+884
|
+18%
|
|
|
423
|
Fortis Advisors
Wayne,
Pennsylvania
|
$563K
|
+$14.8K
|
+148
|
+3%
|
|
|
424
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$562K
|
-$232K
|
-2,313
|
-28%
|
|
|
425
|
Snowden Capital Advisors
New York
|
$560K
|
+$199K
|
+1,986
|
+52%
|
|
