|
401
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$427K
|
+$443K
|
+4,473
|
New
|
|
|
402
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$424K
|
-$2.97K
|
-30
|
-0.7%
|
|
|
403
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$421K
|
–
|
–
|
–
|
|
|
404
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$420K
|
+$286K
|
+2,886
|
+191%
|
|
|
405
|
Stokes Family Office
New Orleans,
Louisiana
|
$419K
|
-$39.4K
|
-398
|
-8%
|
|
|
406
|
|
$419K
|
-$31.3K
|
-316
|
-7%
|
|
|
407
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$417K
|
+$1.98K
|
+20
|
+0.5%
|
|
|
408
|
GSB Wealth Management
Guilford,
Connecticut
|
$404K
|
-$9.91K
|
-100
|
-2%
|
|
|
409
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$402K
|
-$3.96K
|
-40
|
-0.9%
|
|
|
410
|
Waverly Advisors
Birmingham,
Alabama
|
$401K
|
–
|
–
|
–
|
|
|
411
|
Lido Advisors
Los Angeles,
California
|
$398K
|
+$412K
|
+4,160
|
New
|
|
|
412
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$397K
|
-$62.4K
|
-630
|
-13%
|
|
|
413
|
First Personal Financial Services
Charlotte,
North Carolina
|
$394K
|
–
|
–
|
–
|
|
|
414
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$387K
|
+$153K
|
+1,539
|
+61%
|
|
|
415
|
Gradient Investments
Arden Hills,
Minnesota
|
$386K
|
+$15.6K
|
+157
|
+4%
|
|
|
416
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$384K
|
–
|
–
|
–
|
|
|
417
|
Cullinan Associates
Louisville,
Kentucky
|
$382K
|
–
|
–
|
–
|
|
|
418
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$382K
|
+$396K
|
+4,000
|
New
|
|
|
419
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$381K
|
+$1.69K
|
+17
|
+0.4%
|
|
|
420
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$381K
|
+$15.6K
|
+157
|
+4%
|
|
|
421
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$376K
|
-$49.4K
|
-498
|
-11%
|
|
|
422
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$373K
|
–
|
–
|
–
|
|
|
423
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$370K
|
+$12.6K
|
+127
|
+3%
|
|
|
424
|
Tremblant Capital Group
West Palm Beach,
Florida
|
$370K
|
+$51.2K
|
+517
|
+16%
|
|
|
425
|
Summit Asset Management
Memphis,
Tennessee
|
$368K
|
–
|
–
|
–
|
|
