|
401
|
Willner & Heller
Encino,
California
|
$231K
|
+$10.2K
|
+168
|
+4%
|
|
|
402
|
TruWealth Advisors
Metairie,
Louisiana
|
$231K
|
–
|
–
|
–
|
|
|
403
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$229K
|
-$364
|
-6
|
-0.2%
|
|
|
404
|
NorthRock Partners
Minneapolis,
Minnesota
|
$227K
|
+$247K
|
+4,080
|
New
|
|
|
405
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$226K
|
-$22.5K
|
-372
|
-8%
|
|
|
406
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$226K
|
+$245K
|
+4,050
|
New
|
|
|
407
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$225K
|
+$4.73K
|
+78
|
+2%
|
|
|
408
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$225K
|
–
|
–
|
–
|
|
|
409
|
My Personal CFO LLC
Vancouver,
Washington
|
$225K
|
+$364
|
+6
|
+0.1%
|
|
|
410
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$224K
|
-$1.82K
|
-30
|
-0.7%
|
|
|
411
|
Florida Financial Advisors
Tampa,
Florida
|
$224K
|
-$375K
|
-6,186
|
-61%
|
|
|
412
|
United Capital Financial Advisors
Irving,
Texas
|
$223K
|
-$1.46K
|
-24
|
-0.6%
|
|
|
413
|
Pacific Asset Management
Gig Harbor,
Washington
|
$223K
|
–
|
–
|
–
|
|
|
414
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$222K
|
–
|
–
|
–
|
|
|
415
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$222K
|
+$69.5K
|
+1,146
|
+40%
|
|
|
416
|
Members Trust
Tampa,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
417
|
WealthBridge Capital Management
Westerville,
Ohio
|
$219K
|
-$29.8K
|
-492
|
-11%
|
|
|
418
|
Empirical Wealth Management
Seattle,
Washington
|
$218K
|
+$237K
|
+3,918
|
New
|
|
|
419
|
Dopkins Wealth Management
Williamsville,
New York
|
$217K
|
-$1.09K
|
-18
|
-0.5%
|
|
|
420
|
One Day In July LLC
Burlington,
Vermont
|
$214K
|
+$233K
|
+3,840
|
New
|
|
|
421
|
NFP Retirement Inc
Aliso Viejo,
California
|
$214K
|
+$232K
|
+3,834
|
New
|
|
|
422
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$213K
|
+$231K
|
+3,816
|
New
|
|
|
423
|
Griffin Asset Management
New York
|
$212K
|
–
|
–
|
–
|
|
|
424
|
Principal Securities
Des Moines,
Iowa
|
$212K
|
–
|
–
|
–
|
|
|
425
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$212K
|
–
|
–
|
–
|
|
