|
401
|
Prospera Financial Services
Dallas,
Texas
|
$467K
|
+$487K
|
+4,262
|
New
|
|
|
402
|
Gryphon Financial Partners
Columbus,
Ohio
|
$466K
|
–
|
–
|
–
|
|
|
403
|
Truist Financial
Charlotte,
North Carolina
|
$464K
|
+$236K
|
+2,068
|
+95%
|
|
|
404
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$459K
|
-$80K
|
-700
|
-14%
|
|
|
405
|
Montecito Bank & Trust
Santa Barbara,
California
|
$459K
|
–
|
–
|
–
|
|
|
406
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$459K
|
+$17.8K
|
+156
|
+4%
|
|
|
407
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$456K
|
–
|
–
|
–
|
|
|
408
|
Cerity Partners OCIO
New York
|
$454K
|
–
|
–
|
–
|
|
|
409
|
Ferris Capital
Marlborough,
Massachusetts
|
$452K
|
+$16.2K
|
+142
|
+4%
|
|
|
410
|
BOK Financial Private Wealth
Denver,
Colorado
|
$448K
|
–
|
–
|
–
|
|
|
411
|
Torch Wealth Management
Cincinnati,
Ohio
|
$448K
|
–
|
–
|
–
|
|
|
412
|
Fiducient Advisors
Chicago,
Illinois
|
$446K
|
+$466K
|
+4,075
|
New
|
|
|
413
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$444K
|
-$137K
|
-1,200
|
-23%
|
|
|
414
|
Altium Wealth Management
Purchase,
New York
|
$442K
|
+$15.4K
|
+135
|
+3%
|
|
|
415
|
West Oak Capital
Westlake Village,
California
|
$437K
|
+$457K
|
+4,000
|
New
|
|
|
416
|
First Personal Financial Services
Charlotte,
North Carolina
|
$431K
|
-$730K
|
-6,389
|
-62%
|
|
|
417
|
Timber Hill
Greenwich,
Connecticut
|
$427K
|
-$11.4K
|
-100
|
-2%
|
|
|
418
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$427K
|
+$251K
|
+2,200
|
+134%
|
|
|
419
|
Zhang Financial
Portage,
Michigan
|
$426K
|
–
|
–
|
–
|
|
|
420
|
|
$422K
|
-$29.9K
|
-262
|
-6%
|
|
|
421
|
SFMG Wealth Advisors
Plano,
Texas
|
$418K
|
-$33.1K
|
-290
|
-7%
|
|
|
422
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$416K
|
–
|
–
|
–
|
|
|
423
|
Towerpoint Wealth
Sacramento,
California
|
$415K
|
–
|
–
|
–
|
|
|
424
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$405K
|
-$5.65M
|
-49,466
|
-93%
|
|
|
425
|
Bangor Savings Bank
Bangor,
Maine
|
$400K
|
-$42.7K
|
-374
|
-9%
|
|
