|
401
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$808K
|
-$1.88M
|
-12,940
|
-69%
|
|
|
402
|
SOL Capital Management
Rockville,
Maryland
|
$806K
|
–
|
–
|
–
|
|
|
403
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$805K
|
-$117K
|
-807
|
-12%
|
|
|
404
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$804K
|
-$679K
|
-4,688
|
-44%
|
|
|
405
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$800K
|
-$91.3K
|
-630
|
-10%
|
|
|
406
|
RF&L Wealth Management
Acton,
Massachusetts
|
$798K
|
-$87K
|
-600
|
-9%
|
|
|
407
|
Legacy Capital Group California
Los Gatos,
California
|
$797K
|
+$843K
|
+5,820
|
New
|
|
|
408
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$796K
|
-$26.2K
|
-181
|
-3%
|
|
|
409
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$781K
|
+$826K
|
+5,697
|
New
|
|
|
410
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$781K
|
+$826K
|
+5,697
|
New
|
|
|
411
|
Howland Capital Management
Boston,
Massachusetts
|
$779K
|
–
|
–
|
–
|
|
|
412
|
Collective Family Office
York,
Pennsylvania
|
$777K
|
-$406K
|
-2,800
|
-33%
|
|
|
413
|
E&G Advisors
Houston,
Texas
|
$773K
|
-$225K
|
-1,553
|
-22%
|
|
|
414
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$769K
|
-$4.35K
|
-30
|
-0.5%
|
|
|
415
|
World Investment Advisors
Santa Barbara,
California
|
$765K
|
+$47K
|
+324
|
+6%
|
|
|
416
|
Linscomb Wealth
Houston,
Texas
|
$764K
|
-$148K
|
-1,022
|
-15%
|
|
|
417
|
Wealthspire Advisors (New York)
New York
|
$755K
|
+$4.2K
|
+29
|
+0.5%
|
|
|
418
|
CIC Wealth
Rockville,
Maryland
|
$752K
|
-$29K
|
-200
|
-4%
|
|
|
419
|
Parsec Financial Management
Asheville,
North Carolina
|
$745K
|
+$2.46K
|
+17
|
+0.3%
|
|
|
420
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$728K
|
-$2.09M
|
-14,397
|
-73%
|
|
|
421
|
Garde Capital
Seattle,
Washington
|
$727K
|
-$2.75K
|
-19
|
-0.4%
|
|
|
422
|
Tarbox Family Office
Newport Beach,
California
|
$726K
|
–
|
–
|
–
|
|
|
423
|
Integrated Advisors Network
Dallas,
Texas
|
$721K
|
+$11.6K
|
+80
|
+2%
|
|
|
424
|
Caldwell Trust
Venice,
Florida
|
$719K
|
–
|
–
|
–
|
|
|
425
|
Center for Financial Planning
Southfied,
Michigan
|
$717K
|
-$54.1K
|
-373
|
-7%
|
|
