|
401
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$1.24M
|
–
|
–
|
–
|
|
|
402
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$1.22M
|
+$108K
|
+737
|
+10%
|
|
|
403
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.21M
|
-$129K
|
-881
|
-10%
|
|
|
404
|
Dentgroup
Baton Rouge,
Louisiana
|
$1.19M
|
-$48.9K
|
-333
|
-4%
|
|
|
405
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.19M
|
+$2.64K
|
+18
|
+0.2%
|
|
|
406
|
Arax Advisory Partners
Denver,
Colorado
|
$1.18M
|
-$133K
|
-909
|
-11%
|
|
|
407
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.17M
|
–
|
–
|
–
|
|
|
408
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.17M
|
+$36.3K
|
+247
|
+3%
|
|
|
409
|
Independent Financial Group
San Diego,
California
|
$1.17M
|
+$143K
|
+975
|
+15%
|
|
|
410
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.16M
|
-$42.7K
|
-291
|
-4%
|
|
|
411
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.16M
|
+$6.75K
|
+46
|
+0.6%
|
|
|
412
|
FDx Advisors
Chicago,
Illinois
|
$1.16M
|
+$224K
|
+1,525
|
+26%
|
|
|
413
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.15M
|
+$59.3K
|
+404
|
+6%
|
|
|
414
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.15M
|
–
|
–
|
–
|
|
|
415
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.15M
|
-$213K
|
-1,449
|
-16%
|
|
|
416
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
417
|
Victory Financial Group
Austin,
Texas
|
$1.14M
|
-$243K
|
-1,654
|
-18%
|
|
|
418
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$1.13M
|
-$397K
|
-2,703
|
-27%
|
|
|
419
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.13M
|
+$35.2K
|
+240
|
+3%
|
|
|
420
|
Willner & Heller
Encino,
California
|
$1.13M
|
+$32K
|
+218
|
+3%
|
|
|
421
|
Q3 Asset Management
Birmingham,
Michigan
|
$1.12M
|
+$1.06M
|
+7,199
|
New
|
|
|
422
|
Financial Engines Advisors
Santa Clara,
California
|
$1.11M
|
+$5.14K
|
+35
|
+0.5%
|
|
|
423
|
Institute for Wealth Management
Denver,
Colorado
|
$1.11M
|
-$32.9K
|
-224
|
-3%
|
|
|
424
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.1M
|
+$123K
|
+835
|
+13%
|
|
|
425
|
Oakworth Capital
Birmingham,
Alabama
|
$1.1M
|
+$1.03M
|
+7,034
|
New
|
|
