|
401
|
Perennial Advisors
New York
|
$1.01M
|
+$2.88K
|
+162
|
+0.3%
|
|
|
402
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.01M
|
+$3.2K
|
+180
|
+0.3%
|
|
|
403
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.01M
|
+$2.24K
|
+126
|
+0.2%
|
|
|
404
|
Financial Management Professionals
Austin,
Texas
|
$1.01M
|
-$370K
|
-20,826
|
-26%
|
|
|
405
|
Evermay Wealth Management
Arlington,
Virginia
|
$1M
|
+$107
|
+6
|
+0%
|
|
|
406
|
Curi RMB Capital
Chicago,
Illinois
|
$987K
|
–
|
–
|
–
|
|
|
407
|
Argent Trust Co
Nashville,
Tennessee
|
$985K
|
+$3.2K
|
+180
|
+0.3%
|
|
|
408
|
Fiduciary Trust
Boston,
Massachusetts
|
$984K
|
–
|
–
|
–
|
|
|
409
|
Lokken Investment Group
Lewes,
Delaware
|
$984K
|
+$38.7K
|
+2,178
|
+4%
|
|
|
410
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$983K
|
+$842K
|
+47,340
|
+502%
|
|
|
411
|
VERITY Wealth Advisors
Sausalito,
United States
|
$971K
|
-$56.6K
|
-3,180
|
-5%
|
|
|
412
|
Greenline Partners
New York
|
$968K
|
+$3.1K
|
+174
|
+0.3%
|
|
|
413
|
|
$960K
|
+$31.5K
|
+1,770
|
+3%
|
|
|
414
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$953K
|
+$427
|
+24
|
+0%
|
|
|
415
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$952K
|
+$82.9K
|
+4,662
|
+9%
|
|
|
416
|
Perigon Wealth Management
San Francisco,
California
|
$938K
|
-$9.5K
|
-534
|
-1%
|
|
|
417
|
InterOcean Capital Group
Nashville,
Tennessee
|
$938K
|
+$30.8K
|
+1,734
|
+3%
|
|
|
418
|
Chilton Capital Management
Houston,
Texas
|
$922K
|
–
|
–
|
–
|
|
|
419
|
GS Investments
Minneapolis,
Minnesota
|
$921K
|
+$946K
|
+53,190
|
New
|
|
|
420
|
EP Wealth Advisors
Torrance,
California
|
$915K
|
+$143K
|
+8,028
|
+18%
|
|
|
421
|
One Day In July LLC
Burlington,
Vermont
|
$908K
|
+$19.8K
|
+1,116
|
+2%
|
|
|
422
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$903K
|
+$331K
|
+18,600
|
+55%
|
|
|
423
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$903K
|
+$928K
|
+52,176
|
New
|
|
|
424
|
Total Investment Management
Scottsdale,
Arizona
|
$898K
|
-$52.9M
|
-2,972,838
|
-98%
|
|
|
425
|
Holderness Investments Company
Greensboro,
North Carolina
|
$884K
|
+$124K
|
+6,984
|
+16%
|
|
