|
401
|
Davidson Trust Company
Seattle,
Washington
|
$290K
|
+$280K
|
+4,888
|
New
|
|
|
402
|
AdvicePeriod
Los Angeles,
California
|
$289K
|
+$278K
|
+4,852
|
New
|
|
|
403
|
Jordan Park Group
San Francisco,
California
|
$289K
|
+$279K
|
+4,860
|
New
|
|
|
404
|
Spectrum Management Group
Indianapolis,
Indiana
|
$288K
|
–
|
–
|
–
|
|
|
405
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$284K
|
+$34.4K
|
+600
|
+14%
|
|
|
406
|
Welch & Forbes
Boston,
Massachusetts
|
$282K
|
+$8.02K
|
+140
|
+3%
|
|
|
407
|
Fayez Sarofim & Co
Houston,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
408
|
Freedom Day Solutions
Houston,
Texas
|
$270K
|
+$7.11K
|
+124
|
+3%
|
|
|
409
|
IEQ Capital
Foster City,
California
|
$269K
|
+$259K
|
+4,512
|
New
|
|
|
410
|
Advisor Partners
Walnut Creek,
California
|
$268K
|
–
|
–
|
–
|
|
|
411
|
Wealthcare Capital Management
Richmond,
Virginia
|
$268K
|
–
|
–
|
–
|
|
|
412
|
Clear Perspective Advisors
Aurora,
Illinois
|
$267K
|
–
|
–
|
–
|
|
|
413
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$265K
|
-$1.83K
|
-32
|
-0.7%
|
|
|
414
|
Brighton Jones LLC
Seattle,
Washington
|
$263K
|
+$254K
|
+4,424
|
New
|
|
|
415
|
Prostatis Group
Hanover,
Maryland
|
$259K
|
+$249K
|
+4,344
|
New
|
|
|
416
|
Condor Capital Management
Martinsville,
New Jersey
|
$258K
|
+$917
|
+16
|
+0.4%
|
|
|
417
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$251K
|
+$917
|
+16
|
+0.4%
|
|
|
418
|
Total Wealth Planning
Cincinnati,
Ohio
|
$249K
|
+$229
|
+4
|
+0.1%
|
|
|
419
|
Northeast Financial Consultants
Westport,
Connecticut
|
$249K
|
+$6.42K
|
+112
|
+3%
|
|
|
420
|
Institute for Wealth Management
Denver,
Colorado
|
$247K
|
+$2.29K
|
+40
|
+1%
|
|
|
421
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$244K
|
-$8.94K
|
-156
|
-4%
|
|
|
422
|
J.W. Burns & Co
Dewitt,
New York
|
$243K
|
–
|
–
|
–
|
|
|
423
|
Premier Asset Management
Chicago,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
424
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$242K
|
-$76.6K
|
-1,336
|
-25%
|
|
|
425
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$241K
|
-$75.2K
|
-1,312
|
-24%
|
|
