|
401
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$320K
|
–
|
–
|
–
|
|
|
402
|
Oakwell Private Wealth Management
Austin,
Texas
|
$320K
|
+$49.4K
|
+716
|
+16%
|
|
|
403
|
Linscomb Wealth
Houston,
Texas
|
$318K
|
+$1.24K
|
+18
|
+0.4%
|
|
|
404
|
Belpointe Asset Management
Reno,
Nevada
|
$318K
|
+$139K
|
+2,017
|
+66%
|
|
|
405
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$316K
|
–
|
–
|
–
|
|
|
406
|
Pure Financial Advisors
San Diego,
California
|
$316K
|
+$7.04K
|
+102
|
+2%
|
|
|
407
|
Saxon Interests
Houston,
Texas
|
$313K
|
-$36.3K
|
-526
|
-10%
|
|
|
408
|
FirstPurpose Wealth
Orem,
Utah
|
$313K
|
-$1.93K
|
-28
|
-0.6%
|
|
|
409
|
Fiduciary Trust
Boston,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
410
|
Central Trust Company
Jefferson City,
Missouri
|
$310K
|
-$7.32K
|
-106
|
-2%
|
|
|
411
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$310K
|
+$339K
|
+4,916
|
New
|
|
|
412
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$308K
|
–
|
–
|
–
|
|
|
413
|
Total Wealth Planning
Cincinnati,
Ohio
|
$308K
|
–
|
–
|
–
|
|
|
414
|
SVB Wealth
Boston,
Massachusetts
|
$308K
|
+$338K
|
+4,889
|
New
|
|
|
415
|
Ritholtz Wealth Management
New York
|
$306K
|
-$117K
|
-1,695
|
-26%
|
|
|
416
|
Spectrum Management Group
Indianapolis,
Indiana
|
$305K
|
–
|
–
|
–
|
|
|
417
|
Parallel Advisors
San Francisco,
California
|
$302K
|
-$154K
|
-2,233
|
-32%
|
|
|
418
|
High Falls Advisors
Rochester,
New York
|
$302K
|
-$27.6K
|
-400
|
-8%
|
|
|
419
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$299K
|
–
|
–
|
–
|
|
|
420
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$297K
|
–
|
–
|
–
|
|
|
421
|
Merit Financial Group
Alpharetta,
Georgia
|
$296K
|
+$37.3K
|
+540
|
+13%
|
|
|
422
|
Fayez Sarofim & Co
Houston,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
423
|
CX Institutional
Auburn,
Indiana
|
$293K
|
-$178K
|
-2,574
|
-36%
|
|
|
424
|
Mission Wealth Management
Santa Barbara,
California
|
$293K
|
+$80.1K
|
+1,160
|
+33%
|
|
|
425
|
Evergreen Capital Management
Bellevue,
Washington
|
$292K
|
–
|
–
|
–
|
|
