|
426
|
Avalon Investment & Advisory
Houston,
Texas
|
$650K
|
–
|
–
|
–
|
|
|
427
|
Evercore Wealth Management
New York
|
$647K
|
-$425K
|
-1,460
|
-41%
|
|
|
428
|
Hancock Whitney
Gulfport,
Mississippi
|
$645K
|
–
|
–
|
–
|
|
|
429
|
Cozad Asset Management
Champaign,
Illinois
|
$642K
|
+$170K
|
+585
|
+39%
|
|
|
430
|
RFG Advisory
Birmingham,
Alabama
|
$640K
|
+$171K
|
+586
|
+40%
|
|
|
431
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$633K
|
+$120K
|
+414
|
+25%
|
|
|
432
|
Sequoia Financial Advisors
Akron,
Ohio
|
$622K
|
–
|
–
|
–
|
|
|
433
|
Scotia Capital
Toronto,
Ontario, Canada
|
$622K
|
+$28.8K
|
+99
|
+5%
|
|
|
434
|
Grandfield & Dodd
New York
|
$620K
|
+$586K
|
+2,012
|
New
|
|
|
435
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$617K
|
+$588K
|
+2,019
|
New
|
|
|
436
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$613K
|
-$203K
|
-696
|
-26%
|
|
|
437
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$612K
|
–
|
–
|
–
|
|
|
438
|
CRA Financial Services
Northfield,
New Jersey
|
$611K
|
-$58.2K
|
-200
|
-9%
|
|
|
439
|
Donaldson Capital Management
Evansville,
Indiana
|
$609K
|
+$238K
|
+818
|
+70%
|
|
|
440
|
|
$604K
|
–
|
–
|
–
|
|
|
441
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$600K
|
-$20.4K
|
-70
|
-3%
|
|
|
442
|
Beacon Pointe Advisors
Newport Beach,
California
|
$600K
|
+$291
|
+1
|
+0.1%
|
|
|
443
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$599K
|
+$16.6K
|
+57
|
+3%
|
|
|
444
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$595K
|
+$328K
|
+1,126
|
+137%
|
|
|
445
|
United Bank (Virginia)
Vienna,
Virginia
|
$594K
|
–
|
–
|
–
|
|
|
446
|
WBH Advisory
Baltimore,
Maryland
|
$594K
|
+$6.69K
|
+23
|
+1%
|
|
|
447
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$592K
|
–
|
–
|
–
|
|
|
448
|
Mattern Wealth Management
Lawrence,
Kansas
|
$583K
|
–
|
–
|
–
|
|
|
449
|
180 Wealth Advisors
Federal Way,
Washington
|
$581K
|
+$36.1K
|
+124
|
+7%
|
|
|
450
|
Diversified
Wilmington,
Delaware
|
$580K
|
+$608K
|
+2,089
|
New
|
|
