|
376
|
Caldwell Trust
Venice,
Florida
|
$496K
|
-$116K
|
-781
|
-21%
|
|
|
377
|
Lindbrook Capital
Calabasas,
California
|
$495K
|
+$207K
|
+1,389
|
+86%
|
|
|
378
|
Summit Wealth Partners
Orlando,
Florida
|
$488K
|
–
|
–
|
–
|
|
|
379
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$486K
|
+$440K
|
+2,949
|
New
|
|
|
380
|
Certuity
North Palm Beach,
Florida
|
$482K
|
-$74.4K
|
-499
|
-15%
|
|
|
381
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$481K
|
+$8.79K
|
+59
|
+2%
|
|
|
382
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$475K
|
–
|
–
|
–
|
|
|
383
|
Franklin Resources
San Mateo,
California
|
$468K
|
+$423K
|
+2,836
|
New
|
|
|
384
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$462K
|
-$125K
|
-837
|
-23%
|
|
|
385
|
Cresset Asset Management
Chicago,
Illinois
|
$457K
|
-$38.3K
|
-257
|
-8%
|
|
|
386
|
NKCFO LLC
Geneva,
Illinois
|
$455K
|
-$379K
|
-2,540
|
-48%
|
|
|
387
|
Briaud Financial Planning
College Station,
Texas
|
$447K
|
+$147K
|
+988
|
+57%
|
|
|
388
|
Choate Investment Advisors
Boston,
Massachusetts
|
$445K
|
+$402K
|
+2,700
|
New
|
|
|
389
|
CPWM LLC
Seattle,
Washington
|
$445K
|
+$402K
|
+2,700
|
New
|
|
|
390
|
Successful Portfolios
Clearwater,
Florida
|
$444K
|
+$137K
|
+921
|
+52%
|
|
|
391
|
M&T Bank
Buffalo,
New York
|
$441K
|
+$398K
|
+2,670
|
New
|
|
|
392
|
Smart Money Group
Eastland,
Texas
|
$438K
|
+$396K
|
+2,658
|
New
|
|
|
393
|
Physician Wealth Advisors
Midvale,
Utah
|
$435K
|
-$345K
|
-2,313
|
-47%
|
|
|
394
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$433K
|
+$383K
|
+2,570
|
New
|
|
|
395
|
Geode Capital Management
Boston,
Massachusetts
|
$430K
|
–
|
–
|
–
|
|
|
396
|
Global Retirement Partners
San Rafael,
California
|
$430K
|
+$275K
|
+1,842
|
+240%
|
|
|
397
|
Private Portfolio Partners
Paramus,
New Jersey
|
$410K
|
-$67.1K
|
-450
|
-15%
|
|
|
398
|
Burleson & Co
Petaluma,
California
|
$410K
|
+$373K
|
+2,500
|
New
|
|
|
399
|
Affiance Financial
St. Louis Park,
Minnesota
|
$406K
|
+$52K
|
+349
|
+17%
|
|
|
400
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$402K
|
+$128K
|
+860
|
+55%
|
|
