|
301
|
1ST Source Bank
South Bend,
Indiana
|
$370K
|
–
|
–
|
–
|
|
|
302
|
Summit X LLC
Chesterfield,
Missouri
|
$370K
|
–
|
–
|
–
|
|
|
303
|
Barclays
London,
United Kingdom
|
$362K
|
+$353K
|
+4,060
|
New
|
|
|
304
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$355K
|
+$82.7K
|
+952
|
+31%
|
|
|
305
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$348K
|
-$65.3K
|
-751
|
-16%
|
|
|
306
|
Appleton Partners
Boston,
Massachusetts
|
$347K
|
–
|
–
|
–
|
|
|
307
|
Brinker Capital
Berwyn,
Pennsylvania
|
$345K
|
+$337K
|
+3,873
|
New
|
|
|
308
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$341K
|
+$333K
|
+3,830
|
New
|
|
|
309
|
Intrust Bank
Wichita,
Kansas
|
$339K
|
+$6.08K
|
+70
|
+2%
|
|
|
310
|
Voya Financial Advisors
Windsor,
Connecticut
|
$336K
|
+$18.7K
|
+215
|
+6%
|
|
|
311
|
Naples Global Advisors
Naples,
Florida
|
$333K
|
–
|
–
|
–
|
|
|
312
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$330K
|
+$26.1K
|
+300
|
+9%
|
|
|
313
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
314
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$319K
|
–
|
–
|
–
|
|
|
315
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$319K
|
+$12.4K
|
+143
|
+4%
|
|
|
316
|
United Bank (Virginia)
Vienna,
Virginia
|
$318K
|
+$310K
|
+3,570
|
New
|
|
|
317
|
SII Investments
Appleton,
Wisconsin
|
$315K
|
-$271K
|
-3,120
|
-47%
|
|
|
318
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$310K
|
–
|
–
|
–
|
|
|
319
|
Alpha Cubed Investments
Irvine,
California
|
$304K
|
+$63.5K
|
+731
|
+27%
|
|
|
320
|
Dowling & Yahnke
San Diego,
California
|
$302K
|
-$150K
|
-1,729
|
-34%
|
|
|
321
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$300K
|
-$8.69K
|
-100
|
-3%
|
|
|
322
|
American Portfolios Advisors
Holbrook,
New York
|
$299K
|
+$292K
|
+3,359
|
New
|
|
|
323
|
Cobblestone Capital Advisors
Rochester,
New York
|
$298K
|
–
|
–
|
–
|
|
|
324
|
Brown Advisory
Baltimore,
Maryland
|
$289K
|
+$10.9K
|
+125
|
+4%
|
|
|
325
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$286K
|
-$36.5K
|
-420
|
-12%
|
|
