|
401
|
|
$340K
|
–
|
–
|
–
|
|
|
402
|
Opal Wealth Advisors
Jericho,
New York
|
$338K
|
+$5.17K
|
+72
|
+2%
|
|
|
403
|
Meridian Wealth Management
Lexington,
Kentucky
|
$338K
|
-$98.2K
|
-1,368
|
-23%
|
|
|
404
|
Schiavi & Co
Wilmington,
Delaware
|
$333K
|
+$324K
|
+4,519
|
New
|
|
|
405
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$332K
|
-$44.1K
|
-614
|
-12%
|
|
|
406
|
Mission Wealth Management
Santa Barbara,
California
|
$329K
|
-$6.32K
|
-88
|
-2%
|
|
|
407
|
Perigon Wealth Management
San Francisco,
California
|
$329K
|
-$46.7K
|
-651
|
-13%
|
|
|
408
|
Castle Wealth Management
West Palm Beach,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
409
|
Legacy Private Trust
Neenah,
Wisconsin
|
$319K
|
+$311K
|
+4,330
|
New
|
|
|
410
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$313K
|
+$1.94K
|
+27
|
+0.6%
|
|
|
411
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$312K
|
–
|
–
|
–
|
|
|
412
|
Van Den Berg Management I
Austin,
Texas
|
$311K
|
–
|
–
|
–
|
|
|
413
|
ORG Partners
Roanoke,
Indiana
|
$308K
|
+$299K
|
+4,171
|
New
|
|
|
414
|
Angeles Wealth Management
Santa Monica,
California
|
$307K
|
–
|
–
|
–
|
|
|
415
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$304K
|
-$31.6K
|
-440
|
-10%
|
|
|
416
|
Fortis Group Advisors
Westwood,
New Jersey
|
$300K
|
+$196K
|
+2,731
|
+204%
|
|
|
417
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$300K
|
+$57.1K
|
+795
|
+24%
|
|
|
418
|
Insight Advisors
Newtown,
Pennsylvania
|
$299K
|
+$291K
|
+4,056
|
New
|
|
|
419
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$298K
|
-$8.11K
|
-113
|
-3%
|
|
|
420
|
SWS Partners
Columbus,
Ohio
|
$297K
|
-$30.9K
|
-431
|
-10%
|
|
|
421
|
Bell Investment Advisors
Oakland,
California
|
$297K
|
+$2.23K
|
+31
|
+0.8%
|
|
|
422
|
Patten Group
Chattanooga,
Tennessee
|
$297K
|
+$289K
|
+4,024
|
New
|
|
|
423
|
FOCUS Wealth Advisors
Houston,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
424
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$295K
|
+$287K
|
+4,000
|
New
|
|
|
425
|
Tidemark
San Diego,
California
|
$293K
|
+$1K
|
+14
|
+0.4%
|
|
