|
401
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$710K
|
-$17.3K
|
-170
|
-2%
|
|
|
402
|
Comerica Bank
Dallas,
Texas
|
$708K
|
-$44.3K
|
-435
|
-6%
|
|
|
403
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$698K
|
+$697K
|
+6,848
|
New
|
|
|
404
|
Gryphon Financial Partners
Columbus,
Ohio
|
$694K
|
–
|
–
|
–
|
|
|
405
|
Verity Asset Management
Durham,
North Carolina
|
$688K
|
+$109K
|
+1,072
|
+19%
|
|
|
406
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$685K
|
–
|
–
|
–
|
|
|
407
|
Slow Capital
Greenbrae,
California
|
$683K
|
-$88.6K
|
-870
|
-11%
|
|
|
408
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$683K
|
+$682K
|
+6,697
|
New
|
|
|
409
|
LVW Advisors
Pittsford,
New York
|
$680K
|
-$198K
|
-1,941
|
-23%
|
|
|
410
|
Cascadia Advisory Services
Portland,
Oregon
|
$679K
|
+$678K
|
+6,660
|
New
|
|
|
411
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$676K
|
+$300K
|
+2,945
|
+80%
|
|
|
412
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$660K
|
-$220K
|
-2,162
|
-25%
|
|
|
413
|
Wealthspire Advisors (New York)
New York
|
$655K
|
+$654K
|
+6,426
|
New
|
|
|
414
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$647K
|
-$12.8K
|
-126
|
-2%
|
|
|
415
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$646K
|
-$108K
|
-1,065
|
-14%
|
|
|
416
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$637K
|
-$386K
|
-3,788
|
-38%
|
|
|
417
|
Access Financial Services
Minneapolis,
Minnesota
|
$623K
|
-$462K
|
-4,537
|
-43%
|
|
|
418
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$622K
|
+$9.06K
|
+89
|
+1%
|
|
|
419
|
Denver PWM
Denver,
Colorado
|
$621K
|
+$128K
|
+1,255
|
+26%
|
|
|
420
|
Howe & Rusling
Rochester,
New York
|
$612K
|
+$611K
|
+6,000
|
New
|
|
|
421
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$600K
|
+$599K
|
+5,882
|
New
|
|
|
422
|
WealthSource Partners
San Luis Obispo,
California
|
$598K
|
+$396K
|
+3,884
|
+196%
|
|
|
423
|
Hudock Inc
Williamsport,
Pennsylvania
|
$591K
|
+$590K
|
+5,797
|
New
|
|
|
424
|
Huntington National Bank
Columbus,
Ohio
|
$582K
|
–
|
–
|
–
|
|
|
425
|
Maryland Capital Management
Towson,
Maryland
|
$576K
|
-$5.09K
|
-50
|
-0.9%
|
|
