|
326
|
WFG Advisors
Dallas,
Texas
|
$538K
|
+$177K
|
+7,255
|
+50%
|
|
|
327
|
EP Wealth Advisors
Torrance,
California
|
$524K
|
+$515K
|
+21,115
|
New
|
|
|
328
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$520K
|
–
|
–
|
–
|
|
|
329
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$515K
|
–
|
–
|
–
|
|
|
330
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$511K
|
+$284K
|
+11,650
|
+131%
|
|
|
331
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$507K
|
+$64.1K
|
+2,625
|
+15%
|
|
|
332
|
|
$503K
|
–
|
–
|
–
|
|
|
333
|
Stifel Trust
St. Louis,
Missouri
|
$498K
|
+$38K
|
+1,555
|
+8%
|
|
|
334
|
Boston Family Office
Boston,
Massachusetts
|
$495K
|
–
|
–
|
–
|
|
|
335
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$494K
|
–
|
–
|
–
|
|
|
336
|
|
$479K
|
–
|
–
|
–
|
|
|
337
|
Tower Trust
Fort Wayne,
Indiana
|
$478K
|
+$89.1K
|
+3,650
|
+23%
|
|
|
338
|
Willow Street Advisors
Naples,
Florida
|
$474K
|
+$48.1K
|
+1,970
|
+12%
|
|
|
339
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$467K
|
+$62.8K
|
+2,575
|
+16%
|
|
|
340
|
Dominick & Dominick
New York
|
$465K
|
+$20.5K
|
+840
|
+5%
|
|
|
341
|
Parsons Capital Management
Providence,
Rhode Island
|
$460K
|
-$1.71K
|
-70
|
-0.4%
|
|
|
342
|
Brookmont Capital Management
Dallas,
Texas
|
$459K
|
-$6.34K
|
-260
|
-1%
|
|
|
343
|
Steward Capital Management
Bloomfield Hills,
Michigan
|
$457K
|
–
|
–
|
–
|
|
|
344
|
Country Club Trust
Kansas City,
Missouri
|
$454K
|
–
|
–
|
–
|
|
|
345
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$451K
|
-$20.6K
|
-845
|
-4%
|
|
|
346
|
CIBC Bank USA
Chicago,
Illinois
|
$449K
|
-$399K
|
-16,360
|
-48%
|
|
|
347
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$448K
|
–
|
–
|
–
|
|
|
348
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$448K
|
+$101K
|
+4,140
|
+30%
|
|
|
349
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$447K
|
+$439K
|
+18,005
|
New
|
|
|
350
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$432K
|
+$3.05K
|
+125
|
+0.7%
|
|
