|
401
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
402
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$296K
|
-$17.5K
|
-294
|
-6%
|
|
|
403
|
Revisor Wealth Management
Akron,
Ohio
|
$296K
|
–
|
–
|
–
|
|
|
404
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$293K
|
-$26.8K
|
-450
|
-9%
|
|
|
405
|
World Investment Advisors
Santa Barbara,
California
|
$291K
|
–
|
–
|
–
|
|
|
406
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$289K
|
+$6.78K
|
+114
|
+3%
|
|
|
407
|
Roundview Capital
Princeton,
New Jersey
|
$289K
|
-$3.57K
|
-60
|
-1%
|
|
|
408
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$288K
|
–
|
–
|
–
|
|
|
409
|
Wealthfront Advisers
Palo Alto,
California
|
$287K
|
+$259K
|
+4,350
|
New
|
|
|
410
|
Clarity Wealth Advisors
San Jose,
California
|
$286K
|
–
|
–
|
–
|
|
|
411
|
Evelyn Partners Asset Management
London,
|
$286K
|
–
|
–
|
–
|
|
|
412
|
Root Financial Partners
Encinitas,
California
|
$285K
|
+$256K
|
+4,308
|
New
|
|
|
413
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$284K
|
+$17.8K
|
+300
|
+8%
|
|
|
414
|
Pacific Center for Financial Services
San Ramon,
California
|
$281K
|
–
|
–
|
–
|
|
|
415
|
Flagstar Advisors
New York
|
$281K
|
–
|
–
|
–
|
|
|
416
|
Clearstead Advisors
Cleveland,
Ohio
|
$280K
|
-$103K
|
-1,728
|
-29%
|
|
|
417
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$280K
|
–
|
–
|
–
|
|
|
418
|
Cardiff Park Advisors
Carlsbad,
California
|
$280K
|
+$357
|
+6
|
+0.1%
|
|
|
419
|
Armis Advisers
Atlanta,
Georgia
|
$279K
|
-$106K
|
-1,788
|
-30%
|
|
|
420
|
Willner & Heller
Encino,
California
|
$275K
|
+$357
|
+6
|
+0.1%
|
|
|
421
|
TruWealth Advisors
Metairie,
Louisiana
|
$274K
|
–
|
–
|
–
|
|
|
422
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$272K
|
-$12.1K
|
-204
|
-5%
|
|
|
423
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$272K
|
+$245K
|
+4,116
|
New
|
|
|
424
|
My Personal CFO LLC
Vancouver,
Washington
|
$267K
|
+$357
|
+6
|
+0.1%
|
|
|
425
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$266K
|
–
|
–
|
–
|
|
