|
401
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$217K
|
+$206K
|
+4,249
|
New
|
|
|
402
|
Evergreen Capital Management
Bellevue,
Washington
|
$214K
|
-$31.8K
|
-655
|
-13%
|
|
|
403
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$213K
|
-$2.82K
|
-58
|
-1%
|
|
|
404
|
First Foundation Advisors
Irvine,
California
|
$211K
|
+$201K
|
+4,134
|
New
|
|
|
405
|
Mraz Amerine & Associates
Modesto,
California
|
$209K
|
-$48.6K
|
-1,000
|
-20%
|
|
|
406
|
YorkBridge Wealth Partners
New York
|
$209K
|
+$199K
|
+4,087
|
New
|
|
|
407
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$208K
|
-$88.7K
|
-1,826
|
-31%
|
|
|
408
|
Bray Capital Advisors
Naples,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
409
|
Chevy Chase Trust
Bethesda,
Maryland
|
$207K
|
+$197K
|
+4,060
|
New
|
|
|
410
|
Independent Financial Group
San Diego,
California
|
$202K
|
+$192K
|
+3,958
|
New
|
|
|
411
|
Sequoia Financial Advisors
Akron,
Ohio
|
$201K
|
+$192K
|
+3,943
|
New
|
|
|
412
|
Private Capital Group
West Hartford,
Connecticut
|
$200K
|
-$11.3K
|
-233
|
-6%
|
|
|
413
|
Avior Wealth Management
Omaha,
Nebraska
|
$192K
|
–
|
–
|
–
|
|
|
414
|
Archer Investment Corporation
Carmel,
Indiana
|
$191K
|
–
|
–
|
–
|
|
|
415
|
First Horizon Advisors
Memphis,
Tennessee
|
$190K
|
-$486
|
-10
|
-0.3%
|
|
|
416
|
Caldwell Trust
Venice,
Florida
|
$187K
|
–
|
–
|
–
|
|
|
417
|
Belpointe Asset Management
Reno,
Nevada
|
$186K
|
+$178K
|
+3,658
|
New
|
|
|
418
|
Whittier Trust
South Pasadena,
California
|
$185K
|
+$48.6K
|
+1,000
|
+38%
|
|
|
419
|
Lindbrook Capital
Calabasas,
California
|
$179K
|
+$8.99K
|
+185
|
+6%
|
|
|
420
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$173K
|
-$26.3K
|
-541
|
-14%
|
|
|
421
|
|
$173K
|
+$48.6K
|
+1,001
|
+42%
|
|
|
422
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$165K
|
+$4.03K
|
+83
|
+3%
|
|
|
423
|
Asset Dedication LLC
San Francisco,
California
|
$158K
|
+$2.82K
|
+58
|
+2%
|
|
|
424
|
Blue Square Asset Management
New York
|
$152K
|
-$203K
|
-4,186
|
-58%
|
|
|
425
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$151K
|
+$7.78K
|
+160
|
+6%
|
|
