|
401
|
HNP Capital
Rochester,
New York
|
$616K
|
+$669K
|
+13,260
|
New
|
|
|
402
|
Pathstone Family Office
Englewood,
New Jersey
|
$614K
|
+$666K
|
+13,200
|
New
|
|
|
403
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$613K
|
+$6.71K
|
+133
|
+1%
|
|
|
404
|
Naples Global Advisors
Naples,
Florida
|
$612K
|
-$343K
|
-6,800
|
-35%
|
|
|
405
|
Welch & Forbes
Boston,
Massachusetts
|
$607K
|
–
|
–
|
–
|
|
|
406
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$598K
|
+$17.9K
|
+355
|
+3%
|
|
|
407
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$596K
|
–
|
–
|
–
|
|
|
408
|
|
$595K
|
-$45.3K
|
-899
|
-7%
|
|
|
409
|
Crossvault Capital Management
San Antonio,
Texas
|
$593K
|
+$6.71K
|
+133
|
+1%
|
|
|
410
|
Biltmore Family Office
Charlotte,
North Carolina
|
$591K
|
–
|
–
|
–
|
|
|
411
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$590K
|
+$82.7K
|
+1,640
|
+15%
|
|
|
412
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$588K
|
+$638K
|
+12,644
|
New
|
|
|
413
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$577K
|
+$626K
|
+12,407
|
New
|
|
|
414
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$576K
|
+$3.08K
|
+61
|
+0.5%
|
|
|
415
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$575K
|
+$38.9K
|
+772
|
+7%
|
|
|
416
|
|
$570K
|
-$685K
|
-13,589
|
-53%
|
|
|
417
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$568K
|
+$2.32K
|
+46
|
+0.4%
|
|
|
418
|
Horan Securities
Cincinnati,
United States
|
$564K
|
-$33.6K
|
-666
|
-5%
|
|
|
419
|
Berman Capital Advisors
Atlanta,
Georgia
|
$562K
|
-$540K
|
-10,700
|
-47%
|
|
|
420
|
|
$550K
|
+$56.6K
|
+1,123
|
+10%
|
|
|
421
|
ProVise Management Group
Clearwater,
Florida
|
$548K
|
-$20.2K
|
-400
|
-3%
|
|
|
422
|
WealthSource Partners
San Luis Obispo,
California
|
$546K
|
-$23.4K
|
-463
|
-4%
|
|
|
423
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$543K
|
–
|
–
|
–
|
|
|
424
|
West Paces Advisors
Atlanta,
Georgia
|
$541K
|
+$76.7K
|
+1,520
|
+15%
|
|
|
425
|
|
$540K
|
–
|
–
|
–
|
|
