|
401
|
Blue Investment Partners
Alamo,
California
|
$5.37M
|
+$150K
|
+2,419
|
+3%
|
|
|
402
|
FDx Advisors
Chicago,
Illinois
|
$5.35M
|
-$433K
|
-6,994
|
-8%
|
|
|
403
|
WhitTier Trust Company
Reno,
Nevada
|
$5.33M
|
-$61K
|
-985
|
-1%
|
|
|
404
|
Davies Financial Advisors
Murrieta,
California
|
$5.33M
|
-$157K
|
-2,527
|
-3%
|
|
|
405
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$5.32M
|
+$719K
|
+11,608
|
+16%
|
|
|
406
|
Vernal Point Advisors
San Francisco,
California
|
$5.28M
|
+$5.24M
|
+84,629
|
New
|
|
|
407
|
Argent Trust Co
Nashville,
Tennessee
|
$5.26M
|
-$300K
|
-4,843
|
-5%
|
|
|
408
|
High Falls Advisors
Rochester,
New York
|
$5.24M
|
-$2.06M
|
-33,294
|
-28%
|
|
|
409
|
Versant Capital Management
Phoenix,
Arizona
|
$5.21M
|
-$157K
|
-2,534
|
-3%
|
|
|
410
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.21M
|
-$201K
|
-3,237
|
-4%
|
|
|
411
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.16M
|
-$3.76M
|
-60,681
|
-42%
|
|
|
412
|
TriaGen Wealth Management
Calabasas,
California
|
$5.15M
|
+$66.7K
|
+1,076
|
+1%
|
|
|
413
|
Vontobel Holding
Zurich,
Switzerland
|
$5.14M
|
-$279K
|
-4,498
|
-5%
|
|
|
414
|
Tikvah Management
Charlotte,
North Carolina
|
$5.13M
|
–
|
–
|
–
|
|
|
415
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.09M
|
+$5.06M
|
+81,598
|
New
|
|
|
416
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.05M
|
+$199K
|
+3,208
|
+4%
|
|
|
417
|
Capitolis Liquid Global Markets
New York
|
$5.03M
|
+$4.99M
|
+80,600
|
New
|
|
|
418
|
Evelyn Partners Asset Management
London,
|
$5.02M
|
–
|
–
|
–
|
|
|
419
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$5.01M
|
+$107K
|
+1,734
|
+2%
|
|
|
420
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$5.01M
|
+$4.65K
|
+75
|
+0.1%
|
|
|
421
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.01M
|
+$866K
|
+13,976
|
+21%
|
|
|
422
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5M
|
+$4.97M
|
+80,222
|
New
|
|
|
423
|
Triad Wealth Partners
Lawrence,
Kansas
|
$4.95M
|
+$855K
|
+13,806
|
+21%
|
|
|
424
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.9M
|
+$91.1K
|
+1,470
|
+2%
|
|
|
425
|
|
$4.87M
|
+$53.8K
|
+869
|
+1%
|
|
