|
401
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$302K
|
-$39.7K
|
-365
|
-12%
|
|
|
402
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$302K
|
–
|
–
|
–
|
|
|
403
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$300K
|
+$302K
|
+2,776
|
New
|
|
|
404
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$299K
|
+$302K
|
+2,775
|
New
|
|
|
405
|
Boltwood Capital Management
Walnut Creek,
California
|
$297K
|
+$5.43K
|
+50
|
+2%
|
|
|
406
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
407
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
408
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$287K
|
-$3.69K
|
-34
|
-1%
|
|
|
409
|
One Wealth Advisors
San Francisco,
California
|
$281K
|
+$32.9K
|
+303
|
+13%
|
|
|
410
|
Chemical Bank
Detroit,
Michigan
|
$278K
|
–
|
–
|
–
|
|
|
411
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$278K
|
–
|
–
|
–
|
|
|
412
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$278K
|
+$10.5K
|
+97
|
+4%
|
|
|
413
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$273K
|
+$20.7K
|
+190
|
+8%
|
|
|
414
|
ETF Portfolio Partners
Leawood,
Kansas
|
$271K
|
+$3.15K
|
+29
|
+1%
|
|
|
415
|
CPWM LLC
Seattle,
Washington
|
$270K
|
–
|
–
|
–
|
|
|
416
|
Moors & Cabot
Boston,
Massachusetts
|
$270K
|
+$41.1K
|
+378
|
+18%
|
|
|
417
|
Windham Capital Management
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
418
|
Homrich & Berg
Atlanta,
Georgia
|
$267K
|
+$109
|
+1
|
+0%
|
|
|
419
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$264K
|
-$452K
|
-4,159
|
-63%
|
|
|
420
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$259K
|
+$26K
|
+239
|
+11%
|
|
|
421
|
Personal Capital Advisors
Redwood City,
California
|
$253K
|
+$255K
|
+2,347
|
New
|
|
|
422
|
Patten Group
Chattanooga,
Tennessee
|
$250K
|
-$24.8K
|
-228
|
-9%
|
|
|
423
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$250K
|
–
|
–
|
–
|
|
|
424
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$249K
|
+$251K
|
+2,310
|
New
|
|
|
425
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$248K
|
–
|
–
|
–
|
|
