|
401
|
Sequent Planning
Omaha,
Nebraska
|
$494K
|
+$83.9K
|
+2,003
|
+20%
|
|
|
402
|
WESPAC Advisors
Orinda,
California
|
$489K
|
+$502K
|
+11,982
|
New
|
|
|
403
|
Roberts Wealth Advisors
Palo Alto,
California
|
$469K
|
+$11.2K
|
+267
|
+2%
|
|
|
404
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$469K
|
+$1.76K
|
+42
|
+0.4%
|
|
|
405
|
Bonfire Financial
Colorado Springs,
Colorado
|
$459K
|
-$45.1K
|
-1,075
|
-9%
|
|
|
406
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$454K
|
+$84
|
+2
|
+0%
|
|
|
407
|
Parallax Volatility Advisers
San Francisco,
California
|
$454K
|
+$435K
|
+10,371
|
New
|
|
|
408
|
Vise Technologies
New York
|
$454K
|
–
|
–
|
–
|
|
|
409
|
Mystic Asset Management
Warwick,
Rhode Island
|
$448K
|
+$42
|
+1
|
+0%
|
|
|
410
|
Dearborn Partners
Chicago,
Illinois
|
$447K
|
+$99.1K
|
+2,364
|
+28%
|
|
|
411
|
Peak Retirement Planning
Columbus,
Ohio
|
$447K
|
-$10.3M
|
-244,823
|
-96%
|
|
|
412
|
Colony Family Offices
Charlotte,
North Carolina
|
$439K
|
–
|
–
|
–
|
|
|
413
|
17 Capital Partners
Pheonix,
Arizona
|
$438K
|
+$450K
|
+10,738
|
New
|
|
|
414
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$437K
|
+$10.1K
|
+241
|
+2%
|
|
|
415
|
Huntington National Bank
Columbus,
Ohio
|
$434K
|
–
|
–
|
–
|
|
|
416
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$432K
|
+$20.5K
|
+490
|
+5%
|
|
|
417
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$427K
|
-$78.4K
|
-1,871
|
-15%
|
|
|
418
|
Blue Fin Capital
Warren,
Rhode Island
|
$420K
|
+$58.2K
|
+1,388
|
+16%
|
|
|
419
|
Beech Hill Advisors
New York
|
$419K
|
+$27.5K
|
+656
|
+7%
|
|
|
420
|
Private Trust Company
Cleveland,
Ohio
|
$415K
|
+$91K
|
+2,172
|
+27%
|
|
|
421
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$411K
|
+$14.9K
|
+355
|
+4%
|
|
|
422
|
Aureus Asset Management
Boston,
Massachusetts
|
$408K
|
+$419K
|
+10,000
|
New
|
|
|
423
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$405K
|
+$86.2K
|
+2,056
|
+26%
|
|
|
424
|
Crédit Industriel et Commercial
Paris France,
France
|
$402K
|
-$1.3M
|
-31,090
|
-76%
|
|
|
425
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$400K
|
-$31.6K
|
-754
|
-7%
|
|
