|
401
|
Millennium Management
New York
|
$349K
|
-$160K
|
-3,042
|
-33%
|
|
|
402
|
Westside Investment Management
Santa Monica,
California
|
$347K
|
–
|
–
|
–
|
|
|
403
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$343K
|
–
|
–
|
–
|
|
|
404
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$342K
|
+$2.05K
|
+39
|
+0.6%
|
|
|
405
|
Goldstein Advisors
Madison,
Wisconsin
|
$340K
|
-$123K
|
-2,345
|
-28%
|
|
|
406
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$338K
|
-$228K
|
-4,344
|
-42%
|
|
|
407
|
LifePro Asset Management
San Diego,
California
|
$337K
|
-$200K
|
-3,821
|
-39%
|
|
|
408
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
409
|
Trueblood Wealth Management
Lima,
Ohio
|
$329K
|
-$107K
|
-2,046
|
-26%
|
|
|
410
|
Keebeck Wealth Management
Chicago,
Illinois
|
$329K
|
–
|
–
|
–
|
|
|
411
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$315K
|
+$12K
|
+229
|
+4%
|
|
|
412
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$307K
|
-$46.5K
|
-887
|
-14%
|
|
|
413
|
Synovus Financial
Columbus,
Georgia
|
$307K
|
-$31.6K
|
-602
|
-10%
|
|
|
414
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$304K
|
-$64.7K
|
-1,233
|
-19%
|
|
|
415
|
Kingswood Wealth Advisors
San Diego,
California
|
$303K
|
+$315
|
+6
|
+0.1%
|
|
|
416
|
Independent Wealth Network
Urbandale,
Iowa
|
$297K
|
+$36.1K
|
+688
|
+15%
|
|
|
417
|
Capital Square
Chattanooga,
Tennessee
|
$297K
|
+$277K
|
+5,287
|
New
|
|
|
418
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$296K
|
-$6.71K
|
-128
|
-2%
|
|
|
419
|
AQR Capital Management
Greenwich,
Connecticut
|
$295K
|
+$275K
|
+5,250
|
New
|
|
|
420
|
SignalPoint Asset Management
Springfield,
Missouri
|
$292K
|
+$273K
|
+5,207
|
New
|
|
|
421
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$288K
|
-$33K
|
-630
|
-11%
|
|
|
422
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$286K
|
–
|
–
|
–
|
|
|
423
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$286K
|
+$267K
|
+5,085
|
New
|
|
|
424
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$285K
|
-$12K
|
-228
|
-4%
|
|
|
425
|
Keystone Wealth Services
Palm Desert,
California
|
$285K
|
-$201K
|
-3,831
|
-43%
|
|
