|
401
|
TrueWealth Advisors
Birmingham,
Alabama
|
$202K
|
–
|
–
|
–
|
|
|
402
|
Summit Financial
Parsippany,
New Jersey
|
$201K
|
+$200K
|
+4,727
|
New
|
|
|
403
|
|
$201K
|
+$200K
|
+4,714
|
New
|
|
|
404
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$200K
|
-$1.48K
|
-35
|
-0.7%
|
|
|
405
|
ICA Group Wealth Management
Denver,
Colorado
|
$189K
|
+$11.3K
|
+266
|
+6%
|
|
|
406
|
Advisors Asset Management
Monument,
Colorado
|
$187K
|
-$15.8K
|
-374
|
-8%
|
|
|
407
|
William Blair & Company
Chicago,
Illinois
|
$182K
|
+$108K
|
+2,545
|
+148%
|
|
|
408
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$151K
|
+$151K
|
+3,573
|
New
|
|
|
409
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$145K
|
-$21.6K
|
-511
|
-13%
|
|
|
410
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$142K
|
+$107K
|
+2,532
|
+311%
|
|
|
411
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$129K
|
+$11.3K
|
+268
|
+10%
|
|
|
412
|
EP Wealth Advisors
Torrance,
California
|
$120K
|
+$120K
|
+2,831
|
New
|
|
|
413
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$118K
|
–
|
–
|
–
|
|
|
414
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$116K
|
+$117K
|
+2,773
|
New
|
|
|
415
|
Global Assets Advisory
Orlando,
Florida
|
$104K
|
+$105K
|
+2,475
|
New
|
|
|
416
|
EPG Wealth Management
Atlanta,
Georgia
|
$98.8K
|
–
|
–
|
–
|
|
|
417
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$95.9K
|
-$974
|
-23
|
-1%
|
|
|
418
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$89.5K
|
+$89K
|
+2,103
|
+210,300%
|
|
|
419
|
Whittier Trust
South Pasadena,
California
|
$86.1K
|
-$207K
|
-4,892
|
-71%
|
|
|
420
|
Duncker Streett & Co
St. Louis,
Missouri
|
$85.3K
|
–
|
–
|
–
|
|
|
421
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$76.3K
|
–
|
–
|
–
|
|
|
422
|
Tucker Asset Management
Littleton,
Colorado
|
$74.5K
|
-$720
|
-17
|
-1%
|
|
|
423
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$70.4K
|
–
|
–
|
–
|
|
|
424
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$67.8K
|
–
|
–
|
–
|
|
|
425
|
First Horizon Advisors
Memphis,
Tennessee
|
$54.8K
|
+$12.2K
|
+289
|
+29%
|
|
