|
401
|
Private Client Services
Louisville,
Kentucky
|
$233K
|
+$11.6K
|
+123
|
+5%
|
|
|
402
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$232K
|
+$4.51K
|
+48
|
+2%
|
|
|
403
|
Argent Trust Co
Nashville,
Tennessee
|
$230K
|
+$1.13K
|
+12
|
+0.5%
|
|
|
404
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$229K
|
+$229K
|
+2,433
|
New
|
|
|
405
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$227K
|
-$5.26K
|
-56
|
-2%
|
|
|
406
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$226K
|
–
|
–
|
–
|
|
|
407
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$224K
|
–
|
–
|
–
|
|
|
408
|
Kestra Private Wealth Services
Austin,
Texas
|
$222K
|
-$26.6K
|
-283
|
-11%
|
|
|
409
|
Lockerman Financial Group
Newport Beach,
California
|
$221K
|
-$9.4K
|
-100
|
-4%
|
|
|
410
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$219K
|
–
|
–
|
–
|
|
|
411
|
Intrua Financial
Houston,
Texas
|
$214K
|
-$22.1K
|
-235
|
-9%
|
|
|
412
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$209K
|
-$2.16K
|
-23
|
-1%
|
|
|
413
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
414
|
World Investment Advisors
Santa Barbara,
California
|
$204K
|
+$203K
|
+2,162
|
New
|
|
|
415
|
Corient Private Wealth
Miami,
Florida
|
$203K
|
+$203K
|
+2,155
|
New
|
|
|
416
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$203K
|
-$25.8K
|
-274
|
-11%
|
|
|
417
|
Joseph Group Capital Management
Columbus,
Ohio
|
$188K
|
+$24.9K
|
+265
|
+15%
|
|
|
418
|
Parallel Advisors
San Francisco,
California
|
$178K
|
-$143K
|
-1,523
|
-45%
|
|
|
419
|
Tower Research Capital (TRC)
New York
|
$173K
|
-$121K
|
-1,283
|
-41%
|
|
|
420
|
TD Private Client Wealth
New York
|
$167K
|
+$103K
|
+1,093
|
+160%
|
|
|
421
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$160K
|
-$846
|
-9
|
-0.5%
|
|
|
422
|
Northwest Bank & Trust
Davenport,
Iowa
|
$157K
|
+$10.4K
|
+111
|
+7%
|
|
|
423
|
Sachetta
Lynnfield,
Massachusetts
|
$151K
|
+$19K
|
+202
|
+15%
|
|
|
424
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$135K
|
-$7.62K
|
-81
|
-5%
|
|
|
425
|
Camelot Portfolios
Maumee,
Ohio
|
$122K
|
+$122K
|
+1,295
|
New
|
|
