|
401
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.39M
|
+$1.39M
|
+8,267
|
New
|
|
|
402
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.39M
|
+$286K
|
+1,698
|
+25%
|
|
|
403
|
Forte Capital
Rochester,
New York
|
$1.38M
|
-$229K
|
-1,358
|
-14%
|
|
|
404
|
World Investment Advisors
Santa Barbara,
California
|
$1.38M
|
-$16.9M
|
-100,357
|
-92%
|
|
|
405
|
Institute for Wealth Management
Denver,
Colorado
|
$1.38M
|
-$28.3K
|
-168
|
-2%
|
|
|
406
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.36M
|
–
|
–
|
–
|
|
|
407
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.36M
|
+$58.5K
|
+347
|
+4%
|
|
|
408
|
East Coast Asset Management
Essex,
Massachusetts
|
$1.35M
|
+$337
|
+2
|
+0%
|
|
|
409
|
My Legacy Advisors
Bend,
Oregon
|
$1.35M
|
+$76.9K
|
+456
|
+6%
|
|
|
410
|
LifeWealth Investments
Winter Garden,
Florida
|
$1.33M
|
+$1.39M
|
+8,242
|
New
|
|
|
411
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.33M
|
+$74.7K
|
+443
|
+6%
|
|
|
412
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.32M
|
-$128K
|
-759
|
-9%
|
|
|
413
|
Integrated Advisors Network
Dallas,
Texas
|
$1.32M
|
-$61.9K
|
-367
|
-4%
|
|
|
414
|
Evergreen Wealth Management
Williamston,
Michigan
|
$1.31M
|
+$5.4K
|
+32
|
+0.4%
|
|
|
415
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$1.31M
|
+$843
|
+5
|
+0.1%
|
|
|
416
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.31M
|
–
|
–
|
–
|
|
|
417
|
Hickory Asset Management
Concord,
Ohio
|
$1.31M
|
+$1.36M
|
+8,082
|
New
|
|
|
418
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.3M
|
+$590K
|
+3,496
|
+78%
|
|
|
419
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$1.29M
|
–
|
–
|
–
|
|
|
420
|
Snowden Capital Advisors
New York
|
$1.29M
|
-$50.8K
|
-301
|
-4%
|
|
|
421
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.29M
|
+$42.8K
|
+254
|
+3%
|
|
|
422
|
Victory Financial Group
Austin,
Texas
|
$1.28M
|
+$1.34M
|
+7,933
|
New
|
|
|
423
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.28M
|
+$103K
|
+611
|
+8%
|
|
|
424
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.28M
|
+$108K
|
+642
|
+9%
|
|
|
425
|
Synovus Financial
Columbus,
Georgia
|
$1.27M
|
-$1.3M
|
-7,689
|
-49%
|
|
