|
401
|
Fidelity Investments
Boston,
Massachusetts
|
$460K
|
+$19.2K
|
+179
|
+4%
|
|
|
402
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$450K
|
+$450K
|
+4,188
|
New
|
|
|
403
|
|
$442K
|
+$25.8K
|
+240
|
+6%
|
|
|
404
|
Asset Dedication LLC
San Francisco,
California
|
$436K
|
-$55.5K
|
-517
|
-11%
|
|
|
405
|
Emerald Advisors
Bellevue,
Washington
|
$435K
|
-$1.59M
|
-14,760
|
-78%
|
|
|
406
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$435K
|
–
|
–
|
–
|
|
|
407
|
Continuum Advisory
Eagle,
Idaho
|
$433K
|
+$89.4K
|
+832
|
+26%
|
|
|
408
|
IHT Wealth Management
Chicago,
Illinois
|
$429K
|
+$429K
|
+3,993
|
New
|
|
|
409
|
Theory Financial
Fort Collins,
Colorado
|
$428K
|
+$428K
|
+3,987
|
New
|
|
|
410
|
CRA Financial Services
Northfield,
New Jersey
|
$423K
|
-$32.2K
|
-300
|
-7%
|
|
|
411
|
Foster & Motley
Cincinnati,
Ohio
|
$421K
|
+$58.4K
|
+544
|
+16%
|
|
|
412
|
Horan Securities
Cincinnati,
United States
|
$420K
|
+$420K
|
+3,915
|
New
|
|
|
413
|
Destination Wealth Management
Walnut Creek,
California
|
$419K
|
+$86K
|
+801
|
+26%
|
|
|
414
|
First Trust Advisors
Wheaton,
Illinois
|
$418K
|
+$4.3K
|
+40
|
+1%
|
|
|
415
|
Lake Point Wealth Management
Rockwall,
Texas
|
$415K
|
–
|
–
|
–
|
|
|
416
|
Private Ocean
San Rafael,
California
|
$411K
|
–
|
–
|
–
|
|
|
417
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$411K
|
+$85.9K
|
+800
|
+26%
|
|
|
418
|
Howard Wealth Management
Madison,
Connecticut
|
$398K
|
+$40.8K
|
+380
|
+11%
|
|
|
419
|
Access Financial Services
Minneapolis,
Minnesota
|
$396K
|
-$119K
|
-1,112
|
-23%
|
|
|
420
|
West Coast Financial
Santa Barbara,
California
|
$396K
|
–
|
–
|
–
|
|
|
421
|
Corbett Road Capital Management
Mclean,
Virginia
|
$395K
|
-$3.11K
|
-29
|
-0.8%
|
|
|
422
|
SVB Wealth
Boston,
Massachusetts
|
$388K
|
–
|
–
|
–
|
|
|
423
|
The Family Firm
Bethesda,
Maryland
|
$385K
|
-$10.6K
|
-99
|
-3%
|
|
|
424
|
CNB Bank
Clearfield,
Pennsylvania
|
$385K
|
+$27.9K
|
+260
|
+8%
|
|
|
425
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$382K
|
-$96.8K
|
-901
|
-20%
|
|
