|
401
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$346K
|
–
|
–
|
–
|
|
|
402
|
International Private Wealth Advisors
San Diego,
California
|
$345K
|
+$12.1K
|
+253
|
+4%
|
|
|
403
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$343K
|
–
|
–
|
–
|
|
|
404
|
MGO One Seven
Beachwood,
Ohio
|
$342K
|
+$24.6K
|
+514
|
+8%
|
|
|
405
|
Advisory Alpha
Holland,
Michigan
|
$341K
|
–
|
–
|
–
|
|
|
406
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$332K
|
+$3.49K
|
+73
|
+1%
|
|
|
407
|
Waddell & Associates
Memphis,
Tennessee
|
$328K
|
+$323K
|
+6,739
|
New
|
|
|
408
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$328K
|
+$3.21K
|
+67
|
+1%
|
|
|
409
|
Shelton Capital Management
Denver,
Colorado
|
$327K
|
–
|
–
|
–
|
|
|
410
|
Tradewinds LLC
Raleigh,
North Carolina
|
$327K
|
+$243K
|
+5,073
|
New
|
|
|
411
|
Bull Harbor Capital
Bethesda,
Maryland
|
$325K
|
+$320K
|
+6,686
|
New
|
|
|
412
|
Impact Partnership Wealth
Marietta,
Georgia
|
$324K
|
+$319K
|
+6,659
|
New
|
|
|
413
|
Elevated Capital Advisors
Sandy,
Utah
|
$322K
|
-$349K
|
-7,290
|
-52%
|
|
|
414
|
Excelsior Advisor Network
Denver,
Colorado
|
$321K
|
+$40.6K
|
+849
|
+15%
|
|
|
415
|
First Bank & Trust
Brookings,
South Dakota
|
$321K
|
–
|
–
|
–
|
|
|
416
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$321K
|
–
|
–
|
–
|
|
|
417
|
Osborne Partners Capital Management
San Francisco,
California
|
$316K
|
–
|
–
|
–
|
|
|
418
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$311K
|
+$10.9K
|
+227
|
+4%
|
|
|
419
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$310K
|
+$305K
|
+6,371
|
New
|
|
|
420
|
Warner Financial
Bethesda,
Maryland
|
$307K
|
–
|
–
|
–
|
|
|
421
|
North Dakota State Investment Board
Bismarck,
North Dakota
|
$304K
|
+$18.3K
|
+382
|
+7%
|
|
|
422
|
Sterling Capital Management
Charlotte,
North Carolina
|
$301K
|
-$41.3K
|
-862
|
-12%
|
|
|
423
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$300K
|
–
|
–
|
–
|
|
|
424
|
Sagewood Asset Management
New York
|
$299K
|
+$294K
|
+6,138
|
New
|
|
|
425
|
Evolve Private Wealth
Los Angeles,
California
|
$298K
|
+$43.3K
|
+904
|
+17%
|
|
