|
401
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.6M
|
-$121K
|
-2,451
|
-6%
|
|
|
402
|
Boston Financial Management
Boston,
Massachusetts
|
$1.59M
|
+$1.49M
|
+30,058
|
+526%
|
|
|
403
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.58M
|
-$57.4K
|
-1,160
|
-3%
|
|
|
404
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.58M
|
-$104K
|
-2,106
|
-6%
|
|
|
405
|
Corda Investment Management
Houston,
Texas
|
$1.56M
|
-$101K
|
-2,045
|
-5%
|
|
|
406
|
S&CO Inc
Boston,
Massachusetts
|
$1.56M
|
-$77.3K
|
-1,562
|
-4%
|
|
|
407
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.55M
|
-$8.86K
|
-179
|
-0.5%
|
|
|
408
|
Means Investment Company
Bangor,
Maine
|
$1.55M
|
+$621K
|
+12,537
|
+56%
|
|
|
409
|
|
$1.54M
|
-$1.03M
|
-20,795
|
-37%
|
|
|
410
|
Steward Partners Investment Advisory
New York
|
$1.54M
|
+$1.37M
|
+27,612
|
+388%
|
|
|
411
|
Klingman & Associates
New York
|
$1.52M
|
-$48.6K
|
-982
|
-3%
|
|
|
412
|
First National Corp
Rockland,
Massachusetts
|
$1.52M
|
+$281K
|
+5,687
|
+20%
|
|
|
413
|
Family CFO
Los Altos,
California
|
$1.5M
|
+$20.9K
|
+422
|
+1%
|
|
|
414
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.5M
|
-$1.84M
|
-37,122
|
-52%
|
|
|
415
|
Graypoint LLC
Albany,
New York
|
$1.49M
|
+$65.3K
|
+1,319
|
+4%
|
|
|
416
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.48M
|
-$30.3K
|
-612
|
-2%
|
|
|
417
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.48M
|
+$452K
|
+9,136
|
+38%
|
|
|
418
|
Clarius Group LLC
Seattle,
Washington
|
$1.47M
|
-$64K
|
-1,292
|
-4%
|
|
|
419
|
|
$1.46M
|
–
|
–
|
–
|
|
|
420
|
Vicus Capital
State College,
Pennsylvania
|
$1.46M
|
+$27K
|
+545
|
+2%
|
|
|
421
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.45M
|
+$859K
|
+17,346
|
+113%
|
|
|
422
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.45M
|
-$6.63K
|
-134
|
-0.4%
|
|
|
423
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.45M
|
-$270K
|
-5,450
|
-14%
|
|
|
424
|
Apella Capital
West Hartford,
Connecticut
|
$1.44M
|
+$136K
|
+2,744
|
+9%
|
|
|
425
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.43M
|
+$1.6M
|
+32,233
|
New
|
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