|
301
|
Montecito Bank & Trust
Santa Barbara,
California
|
$418K
|
-$12K
|
-142
|
-3%
|
|
|
302
|
Edge Capital Group
Atlanta,
Georgia
|
$418K
|
–
|
–
|
–
|
|
|
303
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$418K
|
+$406K
|
+4,816
|
New
|
|
|
304
|
Evensky & Katz
Coral Gables,
Florida
|
$416K
|
+$1.85K
|
+22
|
+0.5%
|
|
|
305
|
Chevy Chase Trust
Bethesda,
Maryland
|
$411K
|
-$21K
|
-249
|
-5%
|
|
|
306
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$405K
|
-$50.2K
|
-595
|
-11%
|
|
|
307
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$403K
|
+$158K
|
+1,878
|
+68%
|
|
|
308
|
Brown Advisory
Baltimore,
Maryland
|
$396K
|
+$136K
|
+1,611
|
+55%
|
|
|
309
|
Trivium Point Advisory
Westport,
Connecticut
|
$395K
|
-$13K
|
-154
|
-3%
|
|
|
310
|
Allen Investment Management
New York
|
$394K
|
-$9.87K
|
-117
|
-3%
|
|
|
311
|
Park Avenue Securities
New York
|
$385K
|
+$370K
|
+4,386
|
New
|
|
|
312
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$381K
|
-$24K
|
-285
|
-6%
|
|
|
313
|
Manchester Capital Management
Manchester,
Vermont
|
$380K
|
–
|
–
|
–
|
|
|
314
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$371K
|
–
|
–
|
–
|
|
|
315
|
Voya Financial Advisors
Windsor,
Connecticut
|
$371K
|
+$22.1K
|
+262
|
+7%
|
|
|
316
|
Neuberger Berman Group
New York
|
$366K
|
-$3.6M
|
-42,643
|
-91%
|
|
|
317
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$366K
|
–
|
–
|
–
|
|
|
318
|
Meridian Wealth Management
Lexington,
Kentucky
|
$364K
|
+$4.22K
|
+50
|
+1%
|
|
|
319
|
Financial Advocates Investment Management
Olympia,
Washington
|
$363K
|
+$353K
|
+4,180
|
New
|
|
|
320
|
Gryphon Financial Partners
Columbus,
Ohio
|
$361K
|
–
|
–
|
–
|
|
|
321
|
1ST Source Bank
South Bend,
Indiana
|
$356K
|
–
|
–
|
–
|
|
|
322
|
Ballew Advisors
Jackson,
Mississippi
|
$354K
|
+$13.5K
|
+160
|
+4%
|
|
|
323
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$353K
|
+$342K
|
+4,059
|
New
|
|
|
324
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$351K
|
-$5.14K
|
-61
|
-1%
|
|
|
325
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$345K
|
+$52.5K
|
+622
|
+19%
|
|
