|
401
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
402
|
|
$1M
|
+$994K
|
+32,495
|
New
|
|
|
403
|
Neuberger Berman Group
New York
|
$1M
|
+$34.4K
|
+1,125
|
+4%
|
|
|
404
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
405
|
Shufro Rose & Co
New York
|
$999K
|
+$4.59K
|
+150
|
+0.5%
|
|
|
406
|
Kestra Private Wealth Services
Austin,
Texas
|
$998K
|
+$126K
|
+4,120
|
+15%
|
|
|
407
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$991K
|
–
|
–
|
–
|
|
|
408
|
Calton & Associates
Tampa,
Florida
|
$990K
|
-$111K
|
-3,620
|
-10%
|
|
|
409
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$985K
|
+$322K
|
+10,509
|
+49%
|
|
|
410
|
Bartlett & Co
Cincinnati,
Ohio
|
$982K
|
+$39.3K
|
+1,285
|
+4%
|
|
|
411
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$982K
|
+$39.3K
|
+1,285
|
+4%
|
|
|
412
|
Northstar Advisory Group
Northfield,
New Jersey
|
$982K
|
–
|
–
|
–
|
|
|
413
|
Blodgett Wealth Advisors
Concord,
California
|
$974K
|
-$122K
|
-3,974
|
-11%
|
|
|
414
|
Petix & Botte Financial
La Mesa,
California
|
$966K
|
+$482K
|
+15,763
|
+102%
|
|
|
415
|
Nuveen
Charlotte,
North Carolina
|
$963K
|
+$469K
|
+15,325
|
+97%
|
|
|
416
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$961K
|
+$951K
|
+31,080
|
New
|
|
|
417
|
Somerset Trust
Somerset,
Pennsylvania
|
$938K
|
-$4.87K
|
-159
|
-0.5%
|
|
|
418
|
Summit Wealth Partners
Orlando,
Florida
|
$934K
|
-$202K
|
-6,586
|
-18%
|
|
|
419
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$925K
|
-$96.4K
|
-3,150
|
-10%
|
|
|
420
|
PFG Advisors
Phoenix,
Arizona
|
$921K
|
-$177K
|
-5,792
|
-16%
|
|
|
421
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$919K
|
-$1.74K
|
-57
|
-0.2%
|
|
|
422
|
Matthew Hamilton Rosenberg
|
$915K
|
+$553K
|
+18,059
|
+157%
|
|
|
423
|
Banta Asset Management
Newport Beach,
California
|
$913K
|
-$545K
|
-17,802
|
-38%
|
|
|
424
|
Carr Financial Group
Worcester,
Massachusetts
|
$906K
|
-$287K
|
-9,365
|
-24%
|
|
|
425
|
Transcend Capital Advisors
Madison,
New Jersey
|
$901K
|
+$75.3K
|
+2,462
|
+9%
|
|
