|
401
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$806K
|
+$804K
|
+14,679
|
New
|
|
|
402
|
McMillion Capital Management
Greensboro,
North Carolina
|
$804K
|
–
|
–
|
–
|
|
|
403
|
Hohimer Wealth Management
Seattle,
Washington
|
$799K
|
-$270K
|
-4,920
|
-25%
|
|
|
404
|
Howard Wealth Management
Madison,
Connecticut
|
$799K
|
+$42.7K
|
+779
|
+6%
|
|
|
405
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$788K
|
-$46.7K
|
-853
|
-6%
|
|
|
406
|
Cypress Wealth Services
Palm Desert,
California
|
$788K
|
–
|
–
|
–
|
|
|
407
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$771K
|
-$822
|
-15
|
-0.1%
|
|
|
408
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$751K
|
-$1.64K
|
-30
|
-0.2%
|
|
|
409
|
Fisher Asset Management
Camas,
Washington
|
$744K
|
+$216K
|
+3,933
|
+41%
|
|
|
410
|
Krilogy Financial
St. Louis,
Missouri
|
$743K
|
-$120K
|
-2,195
|
-14%
|
|
|
411
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$741K
|
-$7.84K
|
-143
|
-1%
|
|
|
412
|
Frank Rimerman Advisors
Palo Alto,
California
|
$737K
|
–
|
–
|
–
|
|
|
413
|
Sovereign Financial Group
Stamford,
Connecticut
|
$734K
|
+$293K
|
+5,351
|
+67%
|
|
|
414
|
ProVise Management Group
Clearwater,
Florida
|
$733K
|
-$246K
|
-4,485
|
-25%
|
|
|
415
|
Blume Capital Management
Berkeley,
California
|
$733K
|
-$21.9K
|
-400
|
-3%
|
|
|
416
|
Portland Global Advisors
Portland,
Maine
|
$731K
|
+$729K
|
+13,310
|
New
|
|
|
417
|
D.A. Davidson & Co
Great Falls,
Montana
|
$727K
|
+$31.3K
|
+571
|
+5%
|
|
|
418
|
Alera Investment Advisors
Deerfield,
Illinois
|
$715K
|
+$713K
|
+13,017
|
New
|
|
|
419
|
Emerald Advisors
Bellevue,
Washington
|
$701K
|
-$1.36M
|
-24,865
|
-66%
|
|
|
420
|
BFSG LLC
Irvine,
California
|
$699K
|
-$94.8K
|
-1,730
|
-12%
|
|
|
421
|
Patron Partners
Houston,
Texas
|
$696K
|
-$204K
|
-3,725
|
-23%
|
|
|
422
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$692K
|
+$71.2K
|
+1,300
|
+12%
|
|
|
423
|
Martel Wealth Advisors
Vancouver,
Washington
|
$684K
|
-$61.6K
|
-1,124
|
-8%
|
|
|
424
|
Belpointe Asset Management
Reno,
Nevada
|
$683K
|
+$47.6K
|
+869
|
+8%
|
|
|
425
|
CWA Asset Management Group
Naples,
Florida
|
$683K
|
+$102K
|
+1,862
|
+18%
|
|
