|
401
|
|
$721K
|
+$716K
|
+8,275
|
New
|
|
|
402
|
Efficient Advisors
Mason,
Ohio
|
$720K
|
-$6.23K
|
-72
|
-0.9%
|
|
|
403
|
Greystone Investment Management
Cincinnati,
Ohio
|
$710K
|
-$15.6K
|
-180
|
-2%
|
|
|
404
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$709K
|
–
|
–
|
–
|
|
|
405
|
|
$708K
|
-$1.99K
|
-23
|
-0.3%
|
|
|
406
|
Transform Wealth
Greenwood Village,
Colorado
|
$704K
|
–
|
–
|
–
|
|
|
407
|
Leavell Investment Management
Mobile,
Alabama
|
$696K
|
-$51.1K
|
-590
|
-7%
|
|
|
408
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$678K
|
-$349K
|
-4,038
|
-34%
|
|
|
409
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$675K
|
+$188K
|
+2,178
|
+39%
|
|
|
410
|
Whitnell & Co
Oak Brook,
Illinois
|
$668K
|
–
|
–
|
–
|
|
|
411
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$663K
|
–
|
–
|
–
|
|
|
412
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$661K
|
-$42.3K
|
-489
|
-6%
|
|
|
413
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$661K
|
–
|
–
|
–
|
|
|
414
|
Modera Wealth Management
Westwood,
New Jersey
|
$660K
|
-$24.8K
|
-287
|
-4%
|
|
|
415
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$650K
|
+$17.1K
|
+198
|
+3%
|
|
|
416
|
Citizens Financial Group
Providence,
Rhode Island
|
$647K
|
+$220K
|
+2,537
|
+52%
|
|
|
417
|
Courage Miller Partners
Norfolk,
Virginia
|
$644K
|
–
|
–
|
–
|
|
|
418
|
Arden Trust
Wilmington,
Delaware
|
$643K
|
+$161K
|
+1,862
|
+34%
|
|
|
419
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$642K
|
+$424K
|
+4,905
|
+198%
|
|
|
420
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$623K
|
-$86.5K
|
-1,000
|
-12%
|
|
|
421
|
Cerity Partners OCIO
New York
|
$615K
|
+$214K
|
+2,479
|
+54%
|
|
|
422
|
Eaton Vance Management
Boston,
Massachusetts
|
$613K
|
–
|
–
|
–
|
|
|
423
|
Grimes & Company
Westborough,
Massachusetts
|
$612K
|
-$53.9K
|
-623
|
-8%
|
|
|
424
|
Newport Wealth Strategies
Irvine,
California
|
$605K
|
-$343K
|
-3,964
|
-35%
|
|
|
425
|
Clear Perspective Advisors
Aurora,
Illinois
|
$605K
|
–
|
–
|
–
|
|
