|
401
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$10.1M
|
-$4.36M
|
-60,708
|
-31%
|
|
|
402
|
O'Connor Financial Group
Quincy,
Illinois
|
$10M
|
+$149K
|
+2,072
|
+2%
|
|
|
403
|
|
$10M
|
+$722K
|
+10,056
|
+8%
|
|
|
404
|
CPA Asset Management
West Palm Beach,
Florida
|
$9.98M
|
+$1.1M
|
+15,372
|
+13%
|
|
|
405
|
Vestwell Advisors
New York
|
$9.95M
|
–
|
–
|
–
|
|
|
406
|
Capital Planning
Bellevue,
Washington
|
$9.9M
|
+$134K
|
+1,860
|
+1%
|
|
|
407
|
Manchester Capital Management
Manchester,
Vermont
|
$9.9M
|
-$2.03M
|
-28,264
|
-17%
|
|
|
408
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$9.89M
|
+$332K
|
+4,620
|
+4%
|
|
|
409
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$9.87M
|
-$643K
|
-8,960
|
-7%
|
|
|
410
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$9.83M
|
-$699K
|
-9,740
|
-7%
|
|
|
411
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$9.83M
|
+$646K
|
+8,992
|
+7%
|
|
|
412
|
SFM LLC
Manchester,
New Hampshire
|
$9.8M
|
-$4.6K
|
-64
|
-0%
|
|
|
413
|
TD Capital Management
Memphis,
Tennessee
|
$9.78M
|
-$2.01K
|
-28
|
-0%
|
|
|
414
|
Daner Wealth Management
Alpharetta,
Georgia
|
$9.77M
|
+$84.7K
|
+1,180
|
+0.9%
|
|
|
415
|
Curi RMB Capital
Chicago,
Illinois
|
$9.76M
|
-$843K
|
-11,736
|
-8%
|
|
|
416
|
GreatBanc Trust
Lisle,
Illinois
|
$9.73M
|
+$9.52M
|
+132,504
|
New
|
|
|
417
|
GFS Advisors
Houston,
Texas
|
$9.68M
|
–
|
–
|
–
|
|
|
418
|
KeyBank National Association
Cleveland,
Ohio
|
$9.65M
|
+$207K
|
+2,884
|
+2%
|
|
|
419
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.58M
|
-$292K
|
-4,060
|
-3%
|
|
|
420
|
Manning & Napier Advisors
Fairport,
New York
|
$9.56M
|
+$440K
|
+6,120
|
+5%
|
|
|
421
|
FLC Capital Advisors
Palm Desert,
California
|
$9.52M
|
-$150K
|
-2,092
|
-2%
|
|
|
422
|
Evermay Wealth Management
Arlington,
Virginia
|
$9.46M
|
-$187K
|
-2,608
|
-2%
|
|
|
423
|
Beam Wealth Advisors
Covington,
Louisiana
|
$9.44M
|
+$1.05M
|
+14,652
|
+13%
|
|
|
424
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$9.37M
|
+$63.5K
|
+884
|
+0.7%
|
|
|
425
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$9.31M
|
+$287K
|
+3,996
|
+3%
|
|
