|
1401
|
Segment Wealth Management
Houston,
Texas
|
$400K
|
–
|
–
|
–
|
|
|
1402
|
Forum Financial Management
Lombard,
Illinois
|
$400K
|
+$734
|
+5
|
+0.2%
|
|
|
1403
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$398K
|
-$320K
|
-2,180
|
-46%
|
|
|
1404
|
Cladis Investment Advisory
Billings,
Montana
|
$397K
|
–
|
–
|
–
|
|
|
1405
|
Boston Trust Walden
Boston,
Massachusetts
|
$397K
|
+$4.4K
|
+30
|
+1%
|
|
|
1406
|
|
$396K
|
-$5.87K
|
-40
|
-2%
|
|
|
1407
|
Silver Oak Securities
Jackson,
Tennessee
|
$396K
|
+$22.7K
|
+155
|
+7%
|
|
|
1408
|
FullCircle Wealth
Dallas,
Texas
|
$395K
|
+$397K
|
+2,705
|
New
|
|
|
1409
|
Harmony Asset Management
Scottsdale,
Arizona
|
$393K
|
+$367K
|
+2,500
|
New
|
|
|
1410
|
Once Capital Management
New York
|
$393K
|
+$367K
|
+2,500
|
New
|
|
|
1411
|
Dearborn Partners
Chicago,
Illinois
|
$393K
|
+$64.6K
|
+440
|
+21%
|
|
|
1412
|
Freestone Capital Holdings
Seattle,
Washington
|
$390K
|
+$101K
|
+685
|
+38%
|
|
|
1413
|
|
$390K
|
+$173K
|
+1,180
|
+91%
|
|
|
1414
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$388K
|
-$22K
|
-150
|
-6%
|
|
|
1415
|
Opes Wealth Management
Menlo Park,
California
|
$385K
|
-$4.4K
|
-30
|
-1%
|
|
|
1416
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$385K
|
+$33K
|
+225
|
+10%
|
|
|
1417
|
Arax Advisory Partners
Denver,
Colorado
|
$383K
|
+$290K
|
+1,975
|
+429%
|
|
|
1418
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$383K
|
-$2.94K
|
-20
|
-0.8%
|
|
|
1419
|
Stonebrook Private
Northville,
Michigan
|
$377K
|
-$5.87K
|
-40
|
-2%
|
|
|
1420
|
Financial Perspectives
Minneapolis,
Minnesota
|
$376K
|
–
|
–
|
–
|
|
|
1421
|
Aigen Investment Management
New York
|
$375K
|
-$322K
|
-2,195
|
-48%
|
|
|
1422
|
FLC Capital Advisors
Palm Desert,
California
|
$374K
|
–
|
–
|
–
|
|
|
1423
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$374K
|
-$32.3K
|
-220
|
-8%
|
|
|
1424
|
RiverGlades Family Offices
Naples,
Florida
|
$374K
|
–
|
–
|
–
|
|
|
1425
|
Triad Wealth Partners
Lawrence,
Kansas
|
$372K
|
+$347K
|
+2,365
|
New
|
|
