|
401
|
Raymond James Trust
St. Petersburg,
Florida
|
$348K
|
+$112K
|
+1,703
|
+52%
|
|
|
402
|
Legacy Private Trust
Neenah,
Wisconsin
|
$345K
|
–
|
–
|
–
|
|
|
403
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$340K
|
+$174K
|
+2,629
|
+119%
|
|
|
404
|
Asset Dedication LLC
San Francisco,
California
|
$339K
|
–
|
–
|
–
|
|
|
405
|
Tranquility Partners
Brentwood,
Tennessee
|
$337K
|
-$156K
|
-2,368
|
-33%
|
|
|
406
|
L & S Advisors
Los Angeles,
California
|
$337K
|
+$11.2K
|
+170
|
+4%
|
|
|
407
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$337K
|
+$316K
|
+4,792
|
New
|
|
|
408
|
Avior Wealth Management
Omaha,
Nebraska
|
$336K
|
-$3.37K
|
-51
|
-1%
|
|
|
409
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$336K
|
+$5.61K
|
+85
|
+2%
|
|
|
410
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$333K
|
–
|
–
|
–
|
|
|
411
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$323K
|
–
|
–
|
–
|
|
|
412
|
Centaurus Financial
Anaheim,
California
|
$322K
|
+$303K
|
+4,584
|
New
|
|
|
413
|
WealthSource Partners
San Luis Obispo,
California
|
$320K
|
-$528
|
-8
|
-0.2%
|
|
|
414
|
MGO One Seven
Beachwood,
Ohio
|
$320K
|
-$35.6K
|
-539
|
-11%
|
|
|
415
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$317K
|
+$3.83K
|
+58
|
+1%
|
|
|
416
|
Private Portfolio Partners
Paramus,
New Jersey
|
$315K
|
+$1.85K
|
+28
|
+0.6%
|
|
|
417
|
Novare Capital Management
Charlotte,
North Carolina
|
$315K
|
-$4.89K
|
-74
|
-2%
|
|
|
418
|
Burns Matteson Capital Management
Corning,
New York
|
$314K
|
+$295K
|
+4,472
|
New
|
|
|
419
|
Y-Intercept (HK)
Hong Kong
|
$312K
|
+$293K
|
+4,435
|
New
|
|
|
420
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$311K
|
-$68.7K
|
-1,040
|
-19%
|
|
|
421
|
Waterfront Wealth
Overland Park,
Kansas
|
$310K
|
+$49.2K
|
+745
|
+20%
|
|
|
422
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$306K
|
+$66
|
+1
|
+0%
|
|
|
423
|
Hilltop Holdings
Dallas,
Texas
|
$304K
|
-$539K
|
-8,167
|
-65%
|
|
|
424
|
CIBC World Market
Toronto,
Ontario, Canada
|
$304K
|
+$68.7K
|
+1,040
|
+32%
|
|
|
425
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$304K
|
–
|
–
|
–
|
|
