|
426
|
Wimmer Associates 1
Pasadena,
California
|
$313K
|
–
|
–
|
–
|
|
|
427
|
SVB Wealth
Boston,
Massachusetts
|
$312K
|
+$350K
|
+4,018
|
New
|
|
|
428
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$310K
|
–
|
–
|
–
|
|
|
429
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$300K
|
–
|
–
|
–
|
|
|
430
|
Pitcairn
Conshohocken,
Pennsylvania
|
$297K
|
-$35.4K
|
-406
|
-10%
|
|
|
431
|
Murphy Capital Management
Bedminster,
New Jersey
|
$297K
|
-$12.6K
|
-145
|
-4%
|
|
|
432
|
|
$293K
|
+$119K
|
+1,367
|
+57%
|
|
|
433
|
Summit X LLC
Chesterfield,
Missouri
|
$290K
|
–
|
–
|
–
|
|
|
434
|
TFG Advisers
Auburn Hills,
Michigan
|
$290K
|
+$610
|
+7
|
+0.2%
|
|
|
435
|
Strategy Asset Managers
Pasadena,
California
|
$289K
|
–
|
–
|
–
|
|
|
436
|
Fulton Bank
Lancaster,
Pennsylvania
|
$288K
|
-$81.6K
|
-936
|
-20%
|
|
|
437
|
Williams Jones Wealth Management
New York
|
$288K
|
-$61K
|
-700
|
-16%
|
|
|
438
|
Optimum Investment Advisors
Chicago,
Illinois
|
$286K
|
-$3.75K
|
-43
|
-1%
|
|
|
439
|
One Capital Management
Westlake Village,
California
|
$285K
|
+$320K
|
+3,673
|
New
|
|
|
440
|
AssetMark Inc
Concord,
California
|
$282K
|
+$77.1K
|
+885
|
+32%
|
|
|
441
|
Levin Capital Strategies
New York
|
$279K
|
-$1.05M
|
-12,000
|
-77%
|
|
|
442
|
Glenview Trust
Louisville,
Kentucky
|
$278K
|
–
|
–
|
–
|
|
|
443
|
CenterStar Asset Management
Chicago,
Illinois
|
$275K
|
–
|
–
|
–
|
|
|
444
|
Checchi Capital Advisers
Beverly Hills,
California
|
$275K
|
+$58.6K
|
+672
|
+23%
|
|
|
445
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$272K
|
–
|
–
|
–
|
|
|
446
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$268K
|
-$8.72K
|
-100
|
-3%
|
|
|
447
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$268K
|
+$300K
|
+3,447
|
New
|
|
|
448
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$267K
|
-$35.7K
|
-410
|
-11%
|
|
|
449
|
Two Sigma Securities
New York
|
$267K
|
+$300K
|
+3,444
|
New
|
|
|
450
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$266K
|
-$2K
|
-23
|
-0.7%
|
|
