|
401
|
Choate Investment Advisors
Boston,
Massachusetts
|
$767K
|
–
|
–
|
–
|
|
|
402
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$762K
|
-$292K
|
-3,056
|
-23%
|
|
|
403
|
Edge Capital Group
Atlanta,
Georgia
|
$760K
|
–
|
–
|
–
|
|
|
404
|
Perigon Wealth Management
San Francisco,
California
|
$760K
|
+$388K
|
+4,064
|
+77%
|
|
|
405
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$756K
|
–
|
–
|
–
|
|
|
406
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$755K
|
–
|
–
|
–
|
|
|
407
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$754K
|
+$19.3K
|
+202
|
+2%
|
|
|
408
|
HCR Wealth Advisors
Los Angeles,
California
|
$753K
|
-$55.9K
|
-585
|
-5%
|
|
|
409
|
Lucia Wealth Services
San Diego,
California
|
$752K
|
-$112K
|
-1,170
|
-10%
|
|
|
410
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$751K
|
–
|
–
|
–
|
|
|
411
|
Henshaw Capital
Woburn,
Massachusetts
|
$735K
|
–
|
–
|
–
|
|
|
412
|
Tompkins Financial
Ithaca,
New York
|
$735K
|
–
|
–
|
–
|
|
|
413
|
Cambridge Trust
Cambridge,
Massachusetts
|
$735K
|
+$112K
|
+1,170
|
+13%
|
|
|
414
|
XML Financial
Bethesda,
Maryland
|
$733K
|
+$10.4K
|
+109
|
+1%
|
|
|
415
|
Avantax Planning Partners
Dubuque,
Iowa
|
$721K
|
–
|
–
|
–
|
|
|
416
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$721K
|
+$44.9K
|
+470
|
+5%
|
|
|
417
|
Occidental Asset Management
Burlingame,
California
|
$717K
|
+$68.8K
|
+720
|
+8%
|
|
|
418
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$711K
|
–
|
–
|
–
|
|
|
419
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$709K
|
-$31.7K
|
-332
|
-3%
|
|
|
420
|
SEI Investments
Oaks,
Pennsylvania
|
$706K
|
-$251K
|
-2,626
|
-21%
|
|
|
421
|
WealthPLAN Partners
Omaha,
Nebraska
|
$702K
|
-$19.2K
|
-201
|
-2%
|
|
|
422
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$701K
|
+$2.1K
|
+22
|
+0.2%
|
|
|
423
|
Private Capital Group
West Hartford,
Connecticut
|
$698K
|
-$34.4K
|
-360
|
-4%
|
|
|
424
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$697K
|
-$57.4K
|
-601
|
-6%
|
|
|
425
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$696K
|
-$370K
|
-3,875
|
-29%
|
|
