|
401
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$255K
|
-$602K
|
-7,231
|
-70%
|
|
|
402
|
Moors & Cabot
Boston,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
403
|
Anchor Investment Management
Columbia,
South Carolina
|
$254K
|
–
|
–
|
–
|
|
|
404
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$248K
|
+$208K
|
+2,496
|
+509%
|
|
|
405
|
Citadel Advisors
Miami,
Florida
|
$248K
|
+$249K
|
+2,989
|
New
|
|
|
406
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$241K
|
+$8.24K
|
+99
|
+4%
|
|
|
407
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$240K
|
-$119K
|
-1,435
|
-33%
|
|
|
408
|
Rockefeller Capital Management
New York
|
$236K
|
–
|
–
|
–
|
|
|
409
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$232K
|
+$40.5K
|
+487
|
+21%
|
|
|
410
|
Appleton Partners
Boston,
Massachusetts
|
$226K
|
-$723K
|
-8,695
|
-76%
|
|
|
411
|
Chevy Chase Trust
Bethesda,
Maryland
|
$226K
|
–
|
–
|
–
|
|
|
412
|
New Potomac Partners
Bethesda,
Maryland
|
$225K
|
+$89K
|
+1,070
|
+65%
|
|
|
413
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
414
|
Homrich & Berg
Atlanta,
Georgia
|
$221K
|
-$1.28M
|
-15,432
|
-85%
|
|
|
415
|
Destination Wealth Management
Walnut Creek,
California
|
$220K
|
-$5.66K
|
-68
|
-3%
|
|
|
416
|
Perigon Wealth Management
San Francisco,
California
|
$219K
|
+$220K
|
+2,640
|
New
|
|
|
417
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$216K
|
-$20.1K
|
-242
|
-9%
|
|
|
418
|
Financial Management Professionals
Austin,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
419
|
Sentinel Trust
Houston,
Texas
|
$212K
|
+$212K
|
+2,546
|
New
|
|
|
420
|
Evercore Wealth Management
New York
|
$210K
|
–
|
–
|
–
|
|
|
421
|
Chilton Capital Management
Houston,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
422
|
Highland Private Wealth Management
Bellevue,
Washington
|
$207K
|
-$37.7K
|
-453
|
-15%
|
|
|
423
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$204K
|
+$83
|
+1
|
+0%
|
|
|
424
|
Brown Advisory Securities
Baltimore,
Maryland
|
$203K
|
-$49.3K
|
-593
|
-20%
|
|
|
425
|
Kingfisher Capital
Charlotte,
North Carolina
|
$200K
|
+$749
|
+9
|
+0.4%
|
|
