|
401
|
LGL Partners
Philadelphia,
Pennsylvania
|
$400K
|
–
|
–
|
–
|
|
|
402
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$398K
|
+$41.3K
|
+351
|
+12%
|
|
|
403
|
Neuberger Berman Group
New York
|
$391K
|
+$21.4K
|
+182
|
+6%
|
|
|
404
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$390K
|
+$77.8K
|
+661
|
+26%
|
|
|
405
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$390K
|
-$2.92M
|
-24,831
|
-16%
|
|
|
406
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$387K
|
+$118
|
+1
|
+0%
|
|
|
407
|
United Bank (Virginia)
Vienna,
Virginia
|
$383K
|
–
|
–
|
–
|
|
|
408
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$380K
|
-$9.42K
|
-80
|
-3%
|
|
|
409
|
Atria Investments
Charlotte,
North Carolina
|
$380K
|
+$367K
|
+3,115
|
New
|
|
|
410
|
Next Financial Group
Houston,
Texas
|
$375K
|
-$327K
|
-2,780
|
-48%
|
|
|
411
|
Marco Investment Management
Atlanta,
Georgia
|
$371K
|
–
|
–
|
–
|
|
|
412
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$369K
|
-$17.7K
|
-150
|
-5%
|
|
|
413
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$359K
|
–
|
–
|
–
|
|
|
414
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$357K
|
–
|
–
|
–
|
|
|
415
|
Cahill Financial Advisors
Edina,
Minnesota
|
$357K
|
+$118K
|
+1,000
|
+52%
|
|
|
416
|
|
$350K
|
+$338K
|
+2,867
|
New
|
|
|
417
|
Ken Stern & Associates
San Diego,
California
|
$349K
|
–
|
–
|
–
|
|
|
418
|
Wellington Shields & Co
New York
|
$349K
|
+$118
|
+1
|
+0%
|
|
|
419
|
American Research & Management Company
Marion,
Massachusetts
|
$343K
|
–
|
–
|
–
|
|
|
420
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$339K
|
–
|
–
|
–
|
|
|
421
|
M Holdings Securities
Portland,
Oregon
|
$333K
|
-$53.6K
|
-455
|
-14%
|
|
|
422
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$329K
|
–
|
–
|
–
|
|
|
423
|
Eagle Global Advisors
Houston,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
424
|
InterOcean Capital
Chicago,
Illinois
|
$320K
|
-$33.6K
|
-285
|
-10%
|
|
|
425
|
Truist Financial
Charlotte,
North Carolina
|
$314K
|
+$59.8K
|
+508
|
+25%
|
|
