|
401
|
Ballentine Partners
Waltham,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
402
|
Northwest Wealth Management
Spencer,
Iowa
|
$202K
|
–
|
–
|
–
|
|
|
403
|
Country Club Trust
Kansas City,
Missouri
|
$201K
|
-$24.3K
|
-400
|
-10%
|
|
|
404
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$194K
|
-$5.35K
|
-88
|
-3%
|
|
|
405
|
Vigilant Capital Management
Portland,
Maine
|
$193K
|
-$2.31K
|
-38
|
-1%
|
|
|
406
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$186K
|
+$123K
|
+2,014
|
+161%
|
|
|
407
|
WESPAC Advisors SoCal
Pasadena,
California
|
$181K
|
–
|
–
|
–
|
|
|
408
|
Private Ocean
San Rafael,
California
|
$175K
|
-$2.19K
|
-36
|
-1%
|
|
|
409
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$175K
|
–
|
–
|
–
|
|
|
410
|
Colorado Capital Management
Boulder,
Colorado
|
$175K
|
–
|
–
|
–
|
|
|
411
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$173K
|
-$18.5K
|
-304
|
-9%
|
|
|
412
|
Valeo Financial Advisors
Carmel,
Indiana
|
$163K
|
+$20.2K
|
+332
|
+13%
|
|
|
413
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$156K
|
+$32.9K
|
+540
|
+25%
|
|
|
414
|
Omnia Family Wealth
Aventura,
Florida
|
$155K
|
–
|
–
|
–
|
|
|
415
|
Clear Investment Research
Alpharetta,
Georgia
|
$153K
|
+$49.6K
|
+816
|
+44%
|
|
|
416
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$139K
|
+$77.6K
|
+1,276
|
+109%
|
|
|
417
|
Macroview Investment Management
Bethesda,
Maryland
|
$138K
|
-$9.37K
|
-154
|
-6%
|
|
|
418
|
First Financial Corp
Terre Haute,
Indiana
|
$131K
|
–
|
–
|
–
|
|
|
419
|
Pathstone Family Office
Englewood,
New Jersey
|
$131K
|
+$243
|
+4
|
+0.2%
|
|
|
420
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$128K
|
+$138K
|
+2,268
|
New
|
|
|
421
|
Fortis Advisors
Wayne,
Pennsylvania
|
$127K
|
+$608
|
+10
|
+0.4%
|
|
|
422
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$125K
|
–
|
–
|
–
|
|
|
423
|
TrueWealth LLC
Atlanta,
Georgia
|
$117K
|
-$7.3K
|
-120
|
-6%
|
|
|
424
|
Lazard Asset Management
New York
|
$113K
|
–
|
–
|
–
|
|
|
425
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$110K
|
–
|
–
|
–
|
|
