|
401
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$706K
|
-$168K
|
-1,435
|
-19%
|
|
|
402
|
Larson Financial Group
St Louis,
Missouri
|
$705K
|
-$22.6K
|
-193
|
-3%
|
|
|
403
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$700K
|
+$1.64K
|
+14
|
+0.2%
|
|
|
404
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$697K
|
-$46.9K
|
-400
|
-6%
|
|
|
405
|
Summit Asset Management
Memphis,
Tennessee
|
$690K
|
-$4.69K
|
-40
|
-0.7%
|
|
|
406
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$670K
|
+$420K
|
+3,577
|
+174%
|
|
|
407
|
ACG Wealth
Atlanta,
Georgia
|
$669K
|
-$704K
|
-6,000
|
-52%
|
|
|
408
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$668K
|
–
|
–
|
–
|
|
|
409
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$665K
|
-$17.6K
|
-150
|
-3%
|
|
|
410
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$661K
|
–
|
–
|
–
|
|
|
411
|
Simon Quick Advisors
Morristown,
New Jersey
|
$660K
|
+$56.1K
|
+478
|
+9%
|
|
|
412
|
American Investment Services
Great Barrington,
Massachusetts
|
$657K
|
–
|
–
|
–
|
|
|
413
|
Capital Planning Advisors
Roseville,
California
|
$652K
|
+$642K
|
+5,470
|
New
|
|
|
414
|
Boston Family Office
Boston,
Massachusetts
|
$648K
|
–
|
–
|
–
|
|
|
415
|
|
$642K
|
+$11K
|
+94
|
+2%
|
|
|
416
|
Plancorp LLC
Saint Louis,
Missouri
|
$638K
|
–
|
–
|
–
|
|
|
417
|
Community Bank
Dewitt,
New York
|
$636K
|
-$1.76K
|
-15
|
-0.3%
|
|
|
418
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$636K
|
+$145K
|
+1,237
|
+30%
|
|
|
419
|
PagnatoKarp Partners
Reston,
Virginia
|
$635K
|
+$3.52K
|
+30
|
+0.6%
|
|
|
420
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$626K
|
–
|
–
|
–
|
|
|
421
|
Perigon Wealth Management
San Francisco,
California
|
$623K
|
-$2.82K
|
-24
|
-0.5%
|
|
|
422
|
Kings Point Capital Management
Great Neck,
New York
|
$619K
|
–
|
–
|
–
|
|
|
423
|
|
$610K
|
–
|
–
|
–
|
|
|
424
|
Tarbox Family Office
Newport Beach,
California
|
$599K
|
–
|
–
|
–
|
|
|
425
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$599K
|
+$8.21K
|
+70
|
+1%
|
|
