|
401
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$830K
|
-$196K
|
-7,294
|
-19%
|
|
|
402
|
Red Door Wealth Management
Memphis,
Tennessee
|
$819K
|
+$6.95K
|
+259
|
+0.8%
|
|
|
403
|
Steward Partners Investment Advisory
New York
|
$816K
|
+$32K
|
+1,191
|
+4%
|
|
|
404
|
CM Wealth Advisors
Beachwood,
Ohio
|
$799K
|
–
|
–
|
–
|
|
|
405
|
D.A. Davidson & Co
Great Falls,
Montana
|
$793K
|
–
|
–
|
–
|
|
|
406
|
Kelleher Financial Advisors
New York
|
$777K
|
–
|
–
|
–
|
|
|
407
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$774K
|
-$77.4K
|
-2,885
|
-9%
|
|
|
408
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$773K
|
+$47.5K
|
+1,769
|
+6%
|
|
|
409
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$771K
|
-$55.6K
|
-2,070
|
-7%
|
|
|
410
|
Ironwood Financial
Tucson,
Arizona
|
$770K
|
-$7.46K
|
-278
|
-1%
|
|
|
411
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$765K
|
-$140K
|
-5,228
|
-15%
|
|
|
412
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$765K
|
–
|
–
|
–
|
|
|
413
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$762K
|
-$43.1K
|
-1,605
|
-5%
|
|
|
414
|
WPG Advisers
Baltimore,
Maryland
|
$761K
|
+$151K
|
+5,641
|
+25%
|
|
|
415
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$760K
|
-$53.8K
|
-2,005
|
-7%
|
|
|
416
|
Quantinno Capital Management
New York
|
$755K
|
+$375K
|
+13,958
|
+97%
|
|
|
417
|
Columbia Advisory Partners
Spokane,
Washington
|
$752K
|
-$27.2K
|
-1,014
|
-3%
|
|
|
418
|
Biltmore Family Office
Charlotte,
North Carolina
|
$732K
|
–
|
–
|
–
|
|
|
419
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$727K
|
+$15.6K
|
+583
|
+2%
|
|
|
420
|
Ridgewood Investments
Springfield,
New Jersey
|
$727K
|
+$364K
|
+13,546
|
+98%
|
|
|
421
|
Natixis Advisors
Boston,
Massachusetts
|
$711K
|
-$43.6K
|
-1,623
|
-6%
|
|
|
422
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$710K
|
+$4.88K
|
+182
|
+0.7%
|
|
|
423
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$707K
|
-$219K
|
-8,166
|
-23%
|
|
|
424
|
UMB Bank
Kansas City,
Missouri
|
$703K
|
–
|
–
|
–
|
|
|
425
|
Smart Portfolios LLC
Seattle,
Washington
|
$688K
|
-$805
|
-30
|
-0.1%
|
|
