|
401
|
Holderness Investments Company
Greensboro,
North Carolina
|
$350K
|
-$23.6K
|
-305
|
-7%
|
|
|
402
|
Narus Financial Partners
Salt Lake City,
Utah
|
$349K
|
+$67.1K
|
+867
|
+25%
|
|
|
403
|
180 Wealth Advisors
Federal Way,
Washington
|
$349K
|
-$17K
|
-220
|
-5%
|
|
|
404
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$345K
|
+$189K
|
+2,450
|
+132%
|
|
|
405
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$344K
|
–
|
–
|
–
|
|
|
406
|
Edge Wealth Management
New York
|
$341K
|
+$329K
|
+4,256
|
New
|
|
|
407
|
Wellington Shields Capital Management
New York
|
$337K
|
–
|
–
|
–
|
|
|
408
|
Donor Advised Charitable Giving
San Francisco,
California
|
$337K
|
–
|
–
|
–
|
|
|
409
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$333K
|
-$14.6K
|
-189
|
-4%
|
|
|
410
|
Lyell Wealth Management
Menlo Park,
California
|
$331K
|
–
|
–
|
–
|
|
|
411
|
Financial Engines Advisors
Santa Clara,
California
|
$330K
|
+$4.79K
|
+62
|
+2%
|
|
|
412
|
Worth Asset Management
Dallas,
Texas
|
$328K
|
+$316K
|
+4,086
|
New
|
|
|
413
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
414
|
Brown Brothers Harriman & Co
New York
|
$327K
|
-$104K
|
-1,349
|
-25%
|
|
|
415
|
Birnam Oak Advisors
New York
|
$321K
|
–
|
–
|
–
|
|
|
416
|
Fiduciary Trust
Boston,
Massachusetts
|
$319K
|
+$57.6K
|
+745
|
+23%
|
|
|
417
|
Clark Asset Management
Stratham,
New Hampshire
|
$316K
|
+$305K
|
+3,938
|
New
|
|
|
418
|
Freestone Capital Holdings
Seattle,
Washington
|
$315K
|
+$9.9K
|
+128
|
+3%
|
|
|
419
|
Embree Financial Group
Chicago,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
420
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$312K
|
–
|
–
|
–
|
|
|
421
|
Seven Mile Advisory
Ewing,
New Jersey
|
$311K
|
–
|
–
|
–
|
|
|
422
|
Mission Creek Capital Partners
San Francisco,
California
|
$308K
|
-$56.3K
|
-728
|
-16%
|
|
|
423
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$307K
|
-$40.4K
|
-522
|
-12%
|
|
|
424
|
GP Brinson Investments
Chicago,
Illinois
|
$301K
|
–
|
–
|
–
|
|
|
425
|
Evelyn Partners Asset Management
London,
|
$301K
|
+$77.3K
|
+1,000
|
+36%
|
|
