|
401
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$906K
|
+$657K
|
+4,643
|
+197%
|
|
|
402
|
Morningstar Investment Services
Chicago,
Illinois
|
$901K
|
-$252K
|
-1,779
|
-20%
|
|
|
403
|
Ancora Advisors
Cleveland,
Ohio
|
$898K
|
+$58.7K
|
+415
|
+6%
|
|
|
404
|
Independent Financial Group
San Diego,
California
|
$875K
|
+$227K
|
+1,603
|
+31%
|
|
|
405
|
Mutual Advisors
Omaha,
Nebraska
|
$873K
|
-$2.47M
|
-17,446
|
-72%
|
|
|
406
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$871K
|
–
|
–
|
–
|
|
|
407
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$869K
|
-$14K
|
-99
|
-1%
|
|
|
408
|
Willner & Heller
Encino,
California
|
$865K
|
+$15.7K
|
+111
|
+2%
|
|
|
409
|
FDx Advisors
Chicago,
Illinois
|
$864K
|
-$9.9K
|
-70
|
-1%
|
|
|
410
|
Axxcess Wealth Management
Carlsbad,
California
|
$863K
|
-$199K
|
-1,408
|
-17%
|
|
|
411
|
Cahill Financial Advisors
Edina,
Minnesota
|
$859K
|
+$15.7K
|
+111
|
+2%
|
|
|
412
|
CPWM LLC
Seattle,
Washington
|
$857K
|
+$936K
|
+6,616
|
New
|
|
|
413
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$851K
|
+$930K
|
+6,574
|
New
|
|
|
414
|
My Legacy Advisors
Bend,
Oregon
|
$848K
|
+$425K
|
+3,004
|
+86%
|
|
|
415
|
American Money Management
Rancho Santa Fe,
California
|
$845K
|
-$74.7K
|
-528
|
-7%
|
|
|
416
|
Phocas Financial Corp
Alameda,
California
|
$844K
|
-$110K
|
-780
|
-11%
|
|
|
417
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$835K
|
+$411K
|
+2,902
|
+82%
|
|
|
418
|
|
$813K
|
+$233K
|
+1,645
|
+33%
|
|
|
419
|
Veritable
Wilmington,
Delaware
|
$802K
|
+$33.7K
|
+238
|
+4%
|
|
|
420
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$799K
|
+$28.3K
|
+200
|
+3%
|
|
|
421
|
Strategic Financial Partners
Bend,
Oregon
|
$793K
|
-$17.4K
|
-123
|
-2%
|
|
|
422
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$791K
|
+$95.2K
|
+673
|
+12%
|
|
|
423
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$786K
|
–
|
–
|
–
|
|
|
424
|
St Louis Trust
Saint Louis,
Missouri
|
$782K
|
–
|
–
|
–
|
|
|
425
|
Northwest Wealth Management
Spencer,
Iowa
|
$781K
|
-$24.5K
|
-173
|
-3%
|
|
