|
351
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$540K
|
-$16.5K
|
-300
|
-3%
|
|
|
352
|
WealthShield Partners
Cary,
North Carolina
|
$539K
|
-$2.45M
|
-44,725
|
-80%
|
|
|
353
|
Index Fund Advisors
Irvine,
California
|
$533K
|
–
|
–
|
–
|
|
|
354
|
Collective Family Office
York,
Pennsylvania
|
$521K
|
+$130K
|
+2,369
|
+29%
|
|
|
355
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$511K
|
+$80.8K
|
+1,473
|
+16%
|
|
|
356
|
Busey Bank
Urbana,
Illinois
|
$510K
|
-$58.2K
|
-1,062
|
-9%
|
|
|
357
|
Unionview LLC
Seattle,
Washington
|
$507K
|
+$101K
|
+1,840
|
+22%
|
|
|
358
|
Argent Trust Co
Nashville,
Tennessee
|
$506K
|
-$99.6K
|
-1,816
|
-15%
|
|
|
359
|
Connectus Wealth
Cincinnati,
Ohio
|
$502K
|
+$565K
|
+10,299
|
New
|
|
|
360
|
Fullen Financial Group
Columbus,
Ohio
|
$500K
|
–
|
–
|
–
|
|
|
361
|
Beam Wealth Advisors
Covington,
Louisiana
|
$500K
|
+$44.5K
|
+812
|
+9%
|
|
|
362
|
Credit Suisse
Zurich,
Switzerland
|
$497K
|
+$107K
|
+1,952
|
+32%
|
|
|
363
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$489K
|
+$550K
|
+10,034
|
New
|
|
|
364
|
Donor Advised Charitable Giving
San Francisco,
California
|
$481K
|
+$22.6K
|
+412
|
+4%
|
|
|
365
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$478K
|
-$5.04K
|
-92
|
-0.9%
|
|
|
366
|
|
$475K
|
-$47.3M
|
-863,184
|
-99%
|
|
|
367
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$461K
|
-$196K
|
-3,576
|
-27%
|
|
|
368
|
Whittier Trust
South Pasadena,
California
|
$458K
|
-$41.8K
|
-762
|
-8%
|
|
|
369
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$457K
|
+$1.43K
|
+26
|
+0.3%
|
|
|
370
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$454K
|
+$64.7K
|
+1,180
|
+15%
|
|
|
371
|
Capital Group Private Client Services
Los Angeles,
California
|
$453K
|
+$65.2K
|
+1,189
|
+15%
|
|
|
372
|
Parallel Advisors
San Francisco,
California
|
$452K
|
-$15.1K
|
-276
|
-3%
|
|
|
373
|
Personal Capital Advisors
Redwood City,
California
|
$450K
|
+$38.3K
|
+698
|
+8%
|
|
|
374
|
Strategic Global Advisors
Newport Beach,
California
|
$446K
|
-$530K
|
-9,670
|
-51%
|
|
|
375
|
Avidian Wealth Enterprises
Houston,
Texas
|
$445K
|
-$28K
|
-510
|
-5%
|
|
