|
401
|
Penn Davis McFarland
Dallas,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
402
|
Vontobel Holding
Zurich,
Switzerland
|
$261K
|
–
|
–
|
–
|
|
|
403
|
Simon Quick Advisors
Morristown,
New Jersey
|
$258K
|
–
|
–
|
–
|
|
|
404
|
Silver Grove Financial Group
Orchard Park,
New York
|
$257K
|
+$248K
|
+1,973
|
New
|
|
|
405
|
Lantern Wealth Advisors
Melville,
New York
|
$255K
|
+$10.8K
|
+86
|
+5%
|
|
|
406
|
ABLE Financial Group
Scottsdale,
Arizona
|
$255K
|
-$37.5K
|
-298
|
-13%
|
|
|
407
|
|
$252K
|
–
|
–
|
–
|
|
|
408
|
Oldfather Financial Services
Kearney,
Nebraska
|
$248K
|
–
|
–
|
–
|
|
|
409
|
First Horizon Corporation
Memphis,
Tennessee
|
$243K
|
+$235K
|
+1,867
|
New
|
|
|
410
|
Bright Financial Advisors
Portage,
Michigan
|
$242K
|
–
|
–
|
–
|
|
|
411
|
Enzi Wealth
Austin,
Texas
|
$239K
|
-$755
|
-6
|
-0.3%
|
|
|
412
|
Vident Advisory
Alpharetta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
413
|
OneAscent Family Office
Birmingham,
Alabama
|
$234K
|
–
|
–
|
–
|
|
|
414
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$233K
|
+$1.51K
|
+12
|
+0.7%
|
|
|
415
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$232K
|
-$22.5K
|
-179
|
-9%
|
|
|
416
|
Brown Advisory
Baltimore,
Maryland
|
$230K
|
+$222K
|
+1,766
|
New
|
|
|
417
|
Whittier Trust
South Pasadena,
California
|
$227K
|
-$126
|
-1
|
-0.1%
|
|
|
418
|
TCI Wealth Advisors
Tucson,
Arizona
|
$226K
|
+$10.2K
|
+81
|
+5%
|
|
|
419
|
Successful Portfolios
Clearwater,
Florida
|
$223K
|
-$9.94K
|
-79
|
-4%
|
|
|
420
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
421
|
Painted Porch Advisors
Santa Barbara,
California
|
$218K
|
+$503
|
+4
|
+0.2%
|
|
|
422
|
Boston Trust Walden
Boston,
Massachusetts
|
$217K
|
+$210K
|
+1,668
|
New
|
|
|
423
|
Fermata Advisors
Sonoma,
California
|
$214K
|
+$207K
|
+1,642
|
New
|
|
|
424
|
Peak Planning Group
Centennial,
Colorado
|
$214K
|
-$66K
|
-525
|
-24%
|
|
|
425
|
Chicago Wealth Management
Chicago,
Illinois
|
$213K
|
+$206K
|
+1,638
|
New
|
|
