|
401
|
Pine Valley Investments
Marlton,
New Jersey
|
$229K
|
+$7.08K
|
+126
|
+3%
|
|
|
402
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
403
|
Bramshill Investments
Naples,
Florida
|
$226K
|
+$225K
|
+4,000
|
New
|
|
|
404
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$223K
|
–
|
–
|
–
|
|
|
405
|
IPG Investment Advisors
San Diego,
California
|
$221K
|
–
|
–
|
–
|
|
|
406
|
Chapin Davis
Baltimore,
Maryland
|
$217K
|
-$12.4K
|
-220
|
-5%
|
|
|
407
|
OneAscent Financial Services
Birmingham,
Alabama
|
$216K
|
-$4.5K
|
-80
|
-2%
|
|
|
408
|
Bank of New York Mellon
New York
|
$211K
|
-$36.5K
|
-649
|
-15%
|
|
|
409
|
Nilsine Partners
Greenwood Village,
Colorado
|
$211K
|
+$210K
|
+3,740
|
New
|
|
|
410
|
Moseley Investment Management
Bradenton,
Florida
|
$211K
|
–
|
–
|
–
|
|
|
411
|
World Investment Advisors
Santa Barbara,
California
|
$209K
|
+$209K
|
+3,713
|
New
|
|
|
412
|
Private Trust Company
Cleveland,
Ohio
|
$208K
|
-$39K
|
-694
|
-16%
|
|
|
413
|
Advisors Preferred
Rockville,
Maryland
|
$208K
|
+$104K
|
+1,844
|
+99%
|
|
|
414
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$207K
|
+$207K
|
+3,675
|
New
|
|
|
415
|
EP Wealth Advisors
Torrance,
California
|
$206K
|
+$14.1K
|
+250
|
+7%
|
|
|
416
|
Smith Anglin Financial
Dallas,
Texas
|
$205K
|
+$204K
|
+3,636
|
New
|
|
|
417
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$204K
|
+$203K
|
+3,614
|
New
|
|
|
418
|
Choice Wealth Advisors
Waterville,
Maine
|
$204K
|
+$203K
|
+3,612
|
New
|
|
|
419
|
M&T Bank
Buffalo,
New York
|
$202K
|
+$202K
|
+3,587
|
New
|
|
|
420
|
GFS Advisors
Houston,
Texas
|
$202K
|
+$201K
|
+3,578
|
New
|
|
|
421
|
Allworth Financial
Folsom,
California
|
$201K
|
+$200K
|
+3,567
|
New
|
|
|
422
|
REAP Financial Group
Austin,
Texas
|
$186K
|
+$50.4K
|
+896
|
+37%
|
|
|
423
|
ICA Group Wealth Management
Denver,
Colorado
|
$182K
|
-$11.2K
|
-199
|
-6%
|
|
|
424
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$178K
|
+$84K
|
+1,495
|
+90%
|
|
|
425
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$163K
|
+$31.9K
|
+567
|
+24%
|
|
