|
401
|
ETF Portfolio Partners
Leawood,
Kansas
|
$317K
|
+$317K
|
+2,907
|
New
|
|
|
402
|
Perigon Wealth Management
San Francisco,
California
|
$311K
|
+$133K
|
+1,217
|
+74%
|
|
|
403
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$309K
|
–
|
–
|
–
|
|
|
404
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$305K
|
–
|
–
|
–
|
|
|
405
|
Amarillo National Bank
Amarillo,
Texas
|
$301K
|
–
|
–
|
–
|
|
|
406
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
407
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$280K
|
–
|
–
|
–
|
|
|
408
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$277K
|
-$453K
|
-4,149
|
-62%
|
|
|
409
|
Patten Group
Chattanooga,
Tennessee
|
$277K
|
-$7.31K
|
-67
|
-3%
|
|
|
410
|
Sterneck Capital Management
Kansas City,
Missouri
|
$272K
|
–
|
–
|
–
|
|
|
411
|
CPWM LLC
Seattle,
Washington
|
$272K
|
+$273K
|
+2,500
|
New
|
|
|
412
|
Windham Capital Management
Boston,
Massachusetts
|
$269K
|
+$270K
|
+2,471
|
New
|
|
|
413
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$268K
|
+$109
|
+1
|
+0%
|
|
|
414
|
Two Sigma Securities
New York
|
$261K
|
+$261K
|
+2,392
|
New
|
|
|
415
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$255K
|
+$81.5K
|
+747
|
+47%
|
|
|
416
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$253K
|
-$7.96K
|
-73
|
-3%
|
|
|
417
|
One Wealth Advisors
San Francisco,
California
|
$251K
|
+$189K
|
+1,735
|
+305%
|
|
|
418
|
Checchi Capital Advisers
Beverly Hills,
California
|
$247K
|
+$1.31K
|
+12
|
+0.5%
|
|
|
419
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$245K
|
+$245K
|
+2,248
|
New
|
|
|
420
|
Washington Trust
Westerly,
Rhode Island
|
$243K
|
-$27.3K
|
-250
|
-10%
|
|
|
421
|
Kelleher Financial Advisors
New York
|
$240K
|
–
|
–
|
–
|
|
|
422
|
Welch & Forbes
Boston,
Massachusetts
|
$240K
|
+$240K
|
+2,200
|
New
|
|
|
423
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
424
|
Ferris Capital
Marlborough,
Massachusetts
|
$234K
|
+$234K
|
+2,144
|
New
|
|
|
425
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$227K
|
+$227K
|
+2,080
|
New
|
|
