|
401
|
Private Wealth Partners
Mill Valley,
California
|
$297K
|
+$290K
|
+5,469
|
New
|
|
|
402
|
Valeo Financial Advisors
Carmel,
Indiana
|
$296K
|
+$74.3K
|
+1,403
|
+35%
|
|
|
403
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$295K
|
–
|
–
|
–
|
|
|
404
|
Inscription Capital
Houston,
Texas
|
$293K
|
–
|
–
|
–
|
|
|
405
|
Bogart Wealth LLC
Mclean,
Virginia
|
$291K
|
+$4.19K
|
+79
|
+1%
|
|
|
406
|
Welch & Forbes
Boston,
Massachusetts
|
$291K
|
-$13.9K
|
-262
|
-5%
|
|
|
407
|
Claro Advisors
Boston,
Massachusetts
|
$290K
|
+$283K
|
+5,337
|
New
|
|
|
408
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$288K
|
-$34.3K
|
-647
|
-11%
|
|
|
409
|
Cambridge Trust
Cambridge,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
410
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$287K
|
+$795
|
+15
|
+0.3%
|
|
|
411
|
IFG Advisory
Atlanta,
Georgia
|
$287K
|
-$74.6K
|
-1,407
|
-21%
|
|
|
412
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$285K
|
–
|
–
|
–
|
|
|
413
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$285K
|
+$278K
|
+5,250
|
New
|
|
|
414
|
Fidelis Capital Partners
Tampa,
Florida
|
$283K
|
–
|
–
|
–
|
|
|
415
|
Adell Harriman & Carpenter
Houston,
Texas
|
$282K
|
–
|
–
|
–
|
|
|
416
|
First Foundation Advisors
Irvine,
California
|
$282K
|
–
|
–
|
–
|
|
|
417
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$282K
|
+$275K
|
+5,192
|
New
|
|
|
418
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$281K
|
+$38.7K
|
+730
|
+16%
|
|
|
419
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$280K
|
–
|
–
|
–
|
|
|
420
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$279K
|
–
|
–
|
–
|
|
|
421
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$278K
|
-$13.2K
|
-250
|
-5%
|
|
|
422
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$278K
|
–
|
–
|
–
|
|
|
423
|
PrairieView Partners
St. Paul,
Minnesota
|
$276K
|
–
|
–
|
–
|
|
|
424
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$273K
|
+$477
|
+9
|
+0.2%
|
|
|
425
|
Griffin Asset Management
New York
|
$271K
|
–
|
–
|
–
|
|
