|
401
|
Winfield Associates
Cleveland,
Ohio
|
$281K
|
-$681K
|
-6,261
|
-71%
|
|
|
402
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$280K
|
+$14.7K
|
+135
|
+6%
|
|
|
403
|
Perigon Wealth Management
San Francisco,
California
|
$280K
|
+$276K
|
+2,532
|
New
|
|
|
404
|
Davidson Trust Company
Seattle,
Washington
|
$276K
|
+$273K
|
+2,507
|
New
|
|
|
405
|
Allen Capital Group
Grand Island,
Nebraska
|
$271K
|
+$267K
|
+2,458
|
New
|
|
|
406
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$271K
|
+$268K
|
+2,466
|
New
|
|
|
407
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$271K
|
+$268K
|
+2,466
|
New
|
|
|
408
|
Realta Investment Advisors
Wilmington,
Delaware
|
$266K
|
-$756K
|
-6,948
|
-74%
|
|
|
409
|
Edge Capital Group
Atlanta,
Georgia
|
$264K
|
-$232K
|
-2,129
|
-47%
|
|
|
410
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$262K
|
+$258K
|
+2,370
|
New
|
|
|
411
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$261K
|
+$27.3K
|
+251
|
+12%
|
|
|
412
|
McNaughton Wealth Management
San Diego,
California
|
$259K
|
-$50.9K
|
-468
|
-17%
|
|
|
413
|
Sand Hill Global Advisors
Palo Alto,
California
|
$259K
|
+$255K
|
+2,342
|
New
|
|
|
414
|
Destination Wealth Management
Walnut Creek,
California
|
$251K
|
+$247K
|
+2,271
|
New
|
|
|
415
|
Capital Wealth Planning
Naples,
Florida
|
$250K
|
–
|
–
|
–
|
|
|
416
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$246K
|
-$30.1K
|
-277
|
-11%
|
|
|
417
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$246K
|
+$242K
|
+2,224
|
New
|
|
|
418
|
Wolverine Trading
Chicago,
Illinois
|
$245K
|
+$241K
|
+2,219
|
New
|
|
|
419
|
IFG Advisory
Atlanta,
Georgia
|
$244K
|
+$11.9K
|
+109
|
+5%
|
|
|
420
|
Merit Financial Group
Alpharetta,
Georgia
|
$242K
|
-$159K
|
-1,463
|
-40%
|
|
|
421
|
Prospera Financial Services
Dallas,
Texas
|
$234K
|
+$11.8K
|
+108
|
+5%
|
|
|
422
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$233K
|
-$140K
|
-1,285
|
-38%
|
|
|
423
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$217K
|
-$762
|
-7
|
-0.4%
|
|
|
424
|
Evercore Wealth Management
New York
|
$214K
|
+$211K
|
+1,941
|
New
|
|
|
425
|
Mercer Global Advisors
Denver,
Colorado
|
$208K
|
+$205K
|
+1,882
|
New
|
|
