|
401
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.39M
|
-$278K
|
-3,757
|
-17%
|
|
|
402
|
Coastline Trust
Providence,
Rhode Island
|
$1.39M
|
–
|
–
|
–
|
|
|
403
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.38M
|
+$351K
|
+4,753
|
+35%
|
|
|
404
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.38M
|
+$46.1K
|
+624
|
+4%
|
|
|
405
|
Sandy Spring Bank
Olney,
Maryland
|
$1.35M
|
–
|
–
|
–
|
|
|
406
|
Park Avenue Securities
New York
|
$1.33M
|
-$26.3K
|
-356
|
-2%
|
|
|
407
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$1.33M
|
+$62.9K
|
+851
|
+5%
|
|
|
408
|
|
$1.3M
|
-$65.2M
|
-882,101
|
-98%
|
|
|
409
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.3M
|
+$1.4K
|
+19
|
+0.1%
|
|
|
410
|
Trivant Custom Portfolio Group
San Diego,
California
|
$1.27M
|
-$1.85M
|
-25,062
|
-60%
|
|
|
411
|
Capstone Investment Advisors
New York
|
$1.25M
|
-$3.49M
|
-47,193
|
-74%
|
|
|
412
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.25M
|
+$1.21M
|
+16,402
|
New
|
|
|
413
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.25M
|
-$9.09K
|
-123
|
-0.7%
|
|
|
414
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.24M
|
+$141K
|
+1,910
|
+13%
|
|
|
415
|
Stablepoint Partners
Braintree,
Massachusetts
|
$1.24M
|
+$149K
|
+2,020
|
+15%
|
|
|
416
|
United Services Automobile Association
San Antonio,
Texas
|
$1.23M
|
-$92.7K
|
-1,254
|
-7%
|
|
|
417
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.23M
|
+$1.19M
|
+16,058
|
New
|
|
|
418
|
DLK Investment Management
Solana Beach,
California
|
$1.22M
|
+$73.9K
|
+1,000
|
+7%
|
|
|
419
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.21M
|
-$493K
|
-6,675
|
-30%
|
|
|
420
|
Arden Trust
Wilmington,
Delaware
|
$1.2M
|
-$93.7K
|
-1,267
|
-7%
|
|
|
421
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$1.2M
|
–
|
–
|
–
|
|
|
422
|
|
$1.2M
|
-$52.1K
|
-705
|
-4%
|
|
|
423
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.2M
|
+$80.5K
|
+1,089
|
+7%
|
|
|
424
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.19M
|
-$44.4K
|
-600
|
-4%
|
|
|
425
|
One Degree Advisors
San Diego,
California
|
$1.18M
|
+$370
|
+5
|
+0%
|
|
