|
401
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$193K
|
+$189K
|
+2,000
|
New
|
|
|
402
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$181K
|
–
|
–
|
–
|
|
|
403
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$172K
|
–
|
–
|
–
|
|
|
404
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$166K
|
–
|
–
|
–
|
|
|
405
|
Franklin Resources
San Mateo,
California
|
$162K
|
–
|
–
|
–
|
|
|
406
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$153K
|
-$20.1K
|
-213
|
-12%
|
|
|
407
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
408
|
Versant Capital Management
Phoenix,
Arizona
|
$149K
|
+$146K
|
+1,549
|
New
|
|
|
409
|
GAMMA Investing
Foster City,
California
|
$149K
|
–
|
–
|
–
|
|
|
410
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$141K
|
–
|
–
|
–
|
|
|
411
|
Allworth Financial
Folsom,
California
|
$135K
|
+$51.4K
|
+544
|
+63%
|
|
|
412
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$132K
|
-$6.62K
|
-70
|
-5%
|
|
|
413
|
CVA Family Office
Denver,
Colorado
|
$126K
|
-$10.9K
|
-115
|
-8%
|
|
|
414
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$126K
|
+$51.7K
|
+547
|
+72%
|
|
|
415
|
Frankly Finances
Winter Park,
Florida
|
$124K
|
–
|
–
|
–
|
|
|
416
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$120K
|
–
|
–
|
–
|
|
|
417
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$116K
|
–
|
–
|
–
|
|
|
418
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$112K
|
–
|
–
|
–
|
|
|
419
|
City State Bank
Norwalk,
Iowa
|
$107K
|
–
|
–
|
–
|
|
|
420
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$95.9K
|
–
|
–
|
–
|
|
|
421
|
Cheviot Value Management
Beverly Hills,
California
|
$93.8K
|
–
|
–
|
–
|
|
|
422
|
Clearstead Trust
Portland,
Maine
|
$91.7K
|
-$14.3K
|
-151
|
-14%
|
|
|
423
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$89.4K
|
-$162K
|
-1,718
|
-65%
|
|
|
424
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$86.7K
|
–
|
–
|
–
|
|
|
425
|
Vestor Capital
Chicago,
Illinois
|
$82K
|
-$1.17M
|
-12,340
|
-97%
|
|
