|
401
|
SRH Advisors
Salina,
Kansas
|
$4.84M
|
–
|
–
|
–
|
|
|
402
|
Sterling Investment Management
Tucson,
Arizona
|
$4.84M
|
–
|
–
|
–
|
|
|
403
|
Summit Trail Advisors
New York
|
$4.84M
|
–
|
–
|
–
|
|
|
404
|
Tocqueville Asset Management
New York
|
$4.84M
|
–
|
–
|
–
|
|
|
405
|
Transcend Capital Advisors
Madison,
New Jersey
|
$4.84M
|
–
|
–
|
–
|
|
|
406
|
Prospera Financial Services
Dallas,
Texas
|
$4.84M
|
+$664K
|
+1
|
+17%
|
|
|
407
|
Creative Planning
Overland Park,
Kansas
|
$4.84M
|
+$1.33M
|
+2
|
+40%
|
|
|
408
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.84M
|
+$2.66M
|
+4
|
+133%
|
|
|
409
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$4.84M
|
+$4.65M
|
+7
|
New
|
|
|
410
|
Cascade Financial Partners
San Diego,
California
|
$4.16M
|
–
|
–
|
–
|
|
|
411
|
Citadel Advisors
Miami,
Florida
|
$4.15M
|
-$7.3M
|
-11
|
-65%
|
|
|
412
|
Aureus Asset Management
Boston,
Massachusetts
|
$4.15M
|
–
|
–
|
–
|
|
|
413
|
Avenir Corporation
Alexandria,
Virginia
|
$4.15M
|
–
|
–
|
–
|
|
|
414
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$4.15M
|
–
|
–
|
–
|
|
|
415
|
Blackhill Capital
Morristown,
New Jersey
|
$4.15M
|
–
|
–
|
–
|
|
|
416
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$4.15M
|
–
|
–
|
–
|
|
|
417
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.15M
|
–
|
–
|
–
|
|
|
418
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$4.15M
|
–
|
–
|
–
|
|
|
419
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$4.15M
|
–
|
–
|
–
|
|
|
420
|
Epacria Capital Partners
Boulder,
Colorado
|
$4.15M
|
–
|
–
|
–
|
|
|
421
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.15M
|
–
|
–
|
–
|
|
|
422
|
First Foundation Advisors
Irvine,
California
|
$4.15M
|
–
|
–
|
–
|
|
|
423
|
Insigneo Advisory Services
Miami,
Florida
|
$4.15M
|
–
|
–
|
–
|
|
|
424
|
KP Management
Edina,
Minnesota
|
$4.15M
|
–
|
–
|
–
|
|
|
425
|
Mairs & Power Inc
St Paul,
Minnesota
|
$4.15M
|
–
|
–
|
–
|
|
