|
401
|
Concurrent Investment Advisors
Tampa,
Florida
|
$286K
|
+$15.4K
|
+615
|
+6%
|
|
|
402
|
Personal CFO Solutions
Chester,
New Jersey
|
$286K
|
-$10.2K
|
-406
|
-4%
|
|
|
403
|
D.A. Davidson & Co
Great Falls,
Montana
|
$282K
|
-$65.9K
|
-2,634
|
-20%
|
|
|
404
|
EP Wealth Advisors
Torrance,
California
|
$281K
|
+$264K
|
+10,546
|
New
|
|
|
405
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$280K
|
+$5.03K
|
+201
|
+2%
|
|
|
406
|
Napatree Capital
Westerly,
Rhode Island
|
$278K
|
-$1.6K
|
-64
|
-0.6%
|
|
|
407
|
Seven Mile Advisory
Ewing,
New Jersey
|
$274K
|
-$850
|
-34
|
-0.3%
|
|
|
408
|
Rockefeller Capital Management
New York
|
$272K
|
-$81.3K
|
-3,250
|
-24%
|
|
|
409
|
RNC Capital Management
Los Angeles,
California
|
$270K
|
-$16.9K
|
-675
|
-6%
|
|
|
410
|
ExodusPoint Capital Management
New York
|
$264K
|
-$1.96M
|
-78,229
|
-89%
|
|
|
411
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$264K
|
+$248K
|
+9,900
|
New
|
|
|
412
|
PDS Planning
Dublin,
Ohio
|
$262K
|
+$500
|
+20
|
+0.2%
|
|
|
413
|
|
$261K
|
-$50.7K
|
-2,026
|
-22%
|
|
|
414
|
United Capital Financial Advisors
Irving,
Texas
|
$258K
|
-$375
|
-15
|
-0.2%
|
|
|
415
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$258K
|
-$475
|
-19
|
-0.2%
|
|
|
416
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$257K
|
+$1.63K
|
+65
|
+0.7%
|
|
|
417
|
Peregrine Asset Advisers
Portland,
Oregon
|
$256K
|
–
|
–
|
–
|
|
|
418
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$255K
|
-$63.1K
|
-2,524
|
-21%
|
|
|
419
|
RhumbLine Advisers
Boston,
Massachusetts
|
$255K
|
-$103K
|
-4,134
|
-30%
|
|
|
420
|
Forum Financial Management
Lombard,
Illinois
|
$254K
|
–
|
–
|
–
|
|
|
421
|
World Investment Advisors
Santa Barbara,
California
|
$253K
|
+$237K
|
+9,491
|
New
|
|
|
422
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
423
|
Westwood Holdings Group
Dallas,
Texas
|
$249K
|
–
|
–
|
–
|
|
|
424
|
UMB Bank
Kansas City,
Missouri
|
$247K
|
-$5.88K
|
-235
|
-2%
|
|
|
425
|
American National Bank & Trust
Wichita Falls,
Texas
|
$247K
|
–
|
–
|
–
|
|
