|
401
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$290K
|
–
|
–
|
–
|
|
|
402
|
Litman Gregory Wealth Management
Larkspur,
California
|
$285K
|
-$20.2K
|
-548
|
-6%
|
|
|
403
|
Studio Investment Management
Chicago,
Illinois
|
$283K
|
+$69.4K
|
+1,884
|
+31%
|
|
|
404
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$282K
|
-$2.47K
|
-67
|
-0.8%
|
|
|
405
|
Fiduciary Trust
Boston,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
406
|
Pure Financial Advisors
San Diego,
California
|
$278K
|
+$72.1K
|
+1,958
|
+34%
|
|
|
407
|
Single Point Partners
Boston,
Massachusetts
|
$270K
|
-$27.6K
|
-750
|
-9%
|
|
|
408
|
Baker Avenue Asset Management
San Francisco,
California
|
$266K
|
–
|
–
|
–
|
|
|
409
|
Commerce Bank
Kansas City,
Missouri
|
$263K
|
–
|
–
|
–
|
|
|
410
|
Red Tortoise LLC
Atlanta,
Georgia
|
$262K
|
–
|
–
|
–
|
|
|
411
|
RS Crum Inc
Newport Beach,
California
|
$261K
|
–
|
–
|
–
|
|
|
412
|
Bay Colony Advisors
Concord,
Massachusetts
|
$260K
|
+$7.33K
|
+199
|
+3%
|
|
|
413
|
Goldstein Advisors
Madison,
Wisconsin
|
$256K
|
–
|
–
|
–
|
|
|
414
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$252K
|
–
|
–
|
–
|
|
|
415
|
Matisse Capital
Portland,
Oregon
|
$252K
|
–
|
–
|
–
|
|
|
416
|
Oppenheimer & Co
New York
|
$251K
|
-$22.2K
|
-604
|
-8%
|
|
|
417
|
Coldstream Capital Management
Bellevue,
Washington
|
$251K
|
+$257K
|
+6,977
|
New
|
|
|
418
|
Renasant Bank
Tupelo,
Mississippi
|
$249K
|
–
|
–
|
–
|
|
|
419
|
Shufro Rose & Co
New York
|
$249K
|
+$3.72K
|
+101
|
+1%
|
|
|
420
|
SVB Wealth
Boston,
Massachusetts
|
$249K
|
+$1.44K
|
+39
|
+0.6%
|
|
|
421
|
VERITY Wealth Advisors
Sausalito,
United States
|
$243K
|
–
|
–
|
–
|
|
|
422
|
Brown Advisory
Baltimore,
Maryland
|
$242K
|
-$47.5K
|
-1,291
|
-16%
|
|
|
423
|
Physician Wealth Advisors
Midvale,
Utah
|
$232K
|
–
|
–
|
–
|
|
|
424
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$232K
|
-$37.3K
|
-1,013
|
-14%
|
|
|
425
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$232K
|
–
|
–
|
–
|
|
