|
401
|
Essex Savings Bank
Essex,
Connecticut
|
$209K
|
+$206K
|
+5,719
|
New
|
|
|
402
|
Ballast Advisors
Woodbury,
Minnesota
|
$208K
|
–
|
–
|
–
|
|
|
403
|
Liberty Wealth Management
Oakland,
California
|
$208K
|
-$5.9K
|
-164
|
-3%
|
|
|
404
|
Whittier Trust
South Pasadena,
California
|
$205K
|
-$581K
|
-16,132
|
-74%
|
|
|
405
|
Tanglewood Wealth Management
Houston,
Texas
|
$203K
|
-$28.9K
|
-803
|
-13%
|
|
|
406
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$201K
|
-$20.2K
|
-560
|
-9%
|
|
|
407
|
Accredited Investors
Edina,
Minnesota
|
$201K
|
+$198K
|
+5,491
|
New
|
|
|
408
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$200K
|
+$13.5K
|
+376
|
+7%
|
|
|
409
|
First Command Advisory Services
Fort Worth,
Texas
|
$200K
|
-$14.6K
|
-405
|
-7%
|
|
|
410
|
Geneos Wealth Management
Englewood,
Colorado
|
$195K
|
+$26.5K
|
+736
|
+16%
|
|
|
411
|
Anchor Investment Management
Columbia,
South Carolina
|
$185K
|
+$468
|
+13
|
+0.3%
|
|
|
412
|
Angeles Investment Advisors
Santa Monica,
California
|
$181K
|
-$178K
|
-4,940
|
-50%
|
|
|
413
|
Brown Brothers Harriman & Co
New York
|
$178K
|
–
|
–
|
–
|
|
|
414
|
Root Financial Partners
Encinitas,
California
|
$155K
|
+$152K
|
+4,233
|
New
|
|
|
415
|
City State Bank
Norwalk,
Iowa
|
$150K
|
–
|
–
|
–
|
|
|
416
|
WealthShield Partners
Cary,
North Carolina
|
$150K
|
–
|
–
|
–
|
|
|
417
|
North Capital
Salt Lake City,
Utah
|
$148K
|
-$19.1K
|
-531
|
-12%
|
|
|
418
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$147K
|
+$144
|
+4
|
+0.1%
|
|
|
419
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$138K
|
-$1.15K
|
-32
|
-0.8%
|
|
|
420
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$134K
|
–
|
–
|
–
|
|
|
421
|
Elevation Wealth Partners
Santa Rosa,
California
|
$130K
|
–
|
–
|
–
|
|
|
422
|
10Elms LLP
Tulsa,
Oklahoma
|
$128K
|
–
|
–
|
–
|
|
|
423
|
Allspring Global Investments
Charlotte,
North Carolina
|
$127K
|
+$126K
|
+3,502
|
New
|
|
|
424
|
Front Row Advisors
Tiburon,
California
|
$124K
|
–
|
–
|
–
|
|
|
425
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$122K
|
–
|
–
|
–
|
|
