|
401
|
Greenspring Advisors
Towson,
Maryland
|
$830K
|
–
|
–
|
–
|
|
|
402
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$830K
|
+$4.22K
|
+40
|
+0.5%
|
|
|
403
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$828K
|
–
|
–
|
–
|
|
|
404
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$820K
|
+$150K
|
+1,423
|
+23%
|
|
|
405
|
Atomi Financial Group
New York
|
$819K
|
+$202K
|
+1,915
|
+33%
|
|
|
406
|
KFA Private Wealth Group
Tysons,
Virginia
|
$818K
|
+$212K
|
+2,008
|
+35%
|
|
|
407
|
Strategic Blueprint
Atlanta,
Georgia
|
$815K
|
+$82K
|
+777
|
+11%
|
|
|
408
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$812K
|
-$323K
|
-3,064
|
-29%
|
|
|
409
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$810K
|
+$44.9K
|
+426
|
+6%
|
|
|
410
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$806K
|
+$801K
|
+7,593
|
New
|
|
|
411
|
Power Wealth Management
Alpharetta,
Georgia
|
$806K
|
+$61.6K
|
+584
|
+8%
|
|
|
412
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$806K
|
+$55.4K
|
+525
|
+7%
|
|
|
413
|
Donaldson Capital Management
Evansville,
Indiana
|
$805K
|
-$1.58K
|
-15
|
-0.2%
|
|
|
414
|
Heritage Wealth Partners
Dublin,
Ohio
|
$802K
|
-$92.3K
|
-875
|
-10%
|
|
|
415
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$791K
|
+$27.7K
|
+263
|
+4%
|
|
|
416
|
Carlson Capital Management
Northfield,
Minnesota
|
$789K
|
+$96.4K
|
+914
|
+14%
|
|
|
417
|
Rock Point Advisors
Burlington,
Vermont
|
$782K
|
+$2.64K
|
+25
|
+0.3%
|
|
|
418
|
Tilson Financial Group
New Providence,
New Jersey
|
$778K
|
+$773K
|
+7,327
|
New
|
|
|
419
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$778K
|
–
|
–
|
–
|
|
|
420
|
Archford Capital Strategies
Swansea,
Illinois
|
$762K
|
-$48.3K
|
-458
|
-6%
|
|
|
421
|
Jones Financial Companies
Des Peres,
Missouri
|
$749K
|
+$177K
|
+1,676
|
+31%
|
|
|
422
|
Carr Financial Group
Worcester,
Massachusetts
|
$748K
|
+$3.27K
|
+31
|
+0.4%
|
|
|
423
|
Rede Wealth
Charlottesville,
Virginia
|
$747K
|
+$21K
|
+199
|
+3%
|
|
|
424
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$744K
|
–
|
–
|
–
|
|
|
425
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$740K
|
-$22.3K
|
-211
|
-3%
|
|
