|
401
|
Evercore Wealth Management
New York
|
$267K
|
–
|
–
|
–
|
|
|
402
|
Welch & Forbes
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
403
|
Marcum Wealth
Cleveland,
Ohio
|
$267K
|
+$12.7K
|
+254
|
+5%
|
|
|
404
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$263K
|
+$251
|
+5
|
+0.1%
|
|
|
405
|
Clarkston Capital Partners
Rochester,
Michigan
|
$261K
|
–
|
–
|
–
|
|
|
406
|
Wellington Shields & Co
New York
|
$261K
|
–
|
–
|
–
|
|
|
407
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$260K
|
–
|
–
|
–
|
|
|
408
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$258K
|
–
|
–
|
–
|
|
|
409
|
Inscription Capital
Houston,
Texas
|
$257K
|
–
|
–
|
–
|
|
|
410
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$257K
|
+$38K
|
+758
|
+16%
|
|
|
411
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$255K
|
–
|
–
|
–
|
|
|
412
|
D.J. St. Germain
Springfield,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
413
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$252K
|
-$17.9K
|
-356
|
-6%
|
|
|
414
|
Cambridge Trust
Cambridge,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
415
|
Bogart Wealth LLC
Mclean,
Virginia
|
$252K
|
+$17.9K
|
+356
|
+7%
|
|
|
416
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$250K
|
-$120K
|
-2,391
|
-31%
|
|
|
417
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$250K
|
+$753
|
+15
|
+0.3%
|
|
|
418
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$249K
|
–
|
–
|
–
|
|
|
419
|
Adell Harriman & Carpenter
Houston,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
420
|
First Foundation Advisors
Irvine,
California
|
$247K
|
+$50
|
+1
|
+0%
|
|
|
421
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$245K
|
–
|
–
|
–
|
|
|
422
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
423
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$243K
|
–
|
–
|
–
|
|
|
424
|
Prospera Financial Services
Dallas,
Texas
|
$243K
|
+$123K
|
+2,443
|
+91%
|
|
|
425
|
PrairieView Partners
St. Paul,
Minnesota
|
$242K
|
–
|
–
|
–
|
|