|
601
|
Caldwell Trust
Venice,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
602
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$310K
|
-$2.51K
|
-50
|
-0.9%
|
|
|
603
|
CPWM LLC
Seattle,
Washington
|
$310K
|
+$200
|
+4
|
+0.1%
|
|
|
604
|
Adero Partners
Pleasanton,
California
|
$308K
|
–
|
–
|
–
|
|
|
605
|
Bollard Group
Boston,
Massachusetts
|
$308K
|
+$351
|
+7
|
+0.1%
|
|
|
606
|
Hancock Whitney
Gulfport,
Mississippi
|
$308K
|
+$9.27K
|
+185
|
+3%
|
|
|
607
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$306K
|
-$1.35K
|
-27
|
-0.5%
|
|
|
608
|
Charles Schwab Trust
Henderson,
Nevada
|
$306K
|
–
|
–
|
–
|
|
|
609
|
Barrett Asset Management
New York
|
$306K
|
+$60.1K
|
+1,200
|
+27%
|
|
|
610
|
CIBC World Market
Toronto,
Ontario, Canada
|
$305K
|
+$852
|
+17
|
+0.3%
|
|
|
611
|
Bison Wealth
Atlanta,
Georgia
|
$304K
|
-$33K
|
-658
|
-10%
|
|
|
612
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$302K
|
-$12.9K
|
-257
|
-4%
|
|
|
613
|
Jordan Park Group
San Francisco,
California
|
$302K
|
–
|
–
|
–
|
|
|
614
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$302K
|
+$283K
|
+5,642
|
New
|
|
|
615
|
MONECO Advisors
Fairfield,
Connecticut
|
$298K
|
-$33.3K
|
-665
|
-11%
|
|
|
616
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$298K
|
-$2.61K
|
-52
|
-0.9%
|
|
|
617
|
SFMG Wealth Advisors
Plano,
Texas
|
$296K
|
-$233K
|
-4,644
|
-46%
|
|
|
618
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$296K
|
+$351
|
+7
|
+0.1%
|
|
|
619
|
Vaughan David Investments
Peoria,
Illinois
|
$295K
|
–
|
–
|
–
|
|
|
620
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$294K
|
–
|
–
|
–
|
|
|
621
|
Tradition Asset Management
Richmond,
Virginia
|
$290K
|
–
|
–
|
–
|
|
|
622
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$290K
|
+$32.4K
|
+646
|
+14%
|
|
|
623
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$289K
|
-$38.3K
|
-765
|
-12%
|
|
|
624
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$289K
|
–
|
–
|
–
|
|
|
625
|
Inverness Counsel
New York
|
$286K
|
–
|
–
|
–
|
|
