|
401
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
402
|
Sabal Trust
St. Petersburg,
Florida
|
$261K
|
–
|
–
|
–
|
|
|
403
|
Frisch Financial Group
Melville,
New York
|
$261K
|
+$2.3K
|
+42
|
+0.8%
|
|
|
404
|
Beacon Pointe Advisors
Newport Beach,
California
|
$261K
|
+$80.8K
|
+1,477
|
+38%
|
|
|
405
|
Texas Capital Bancshares
Dallas,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
406
|
Tiedemann Advisors
New York
|
$258K
|
+$98.4K
|
+1,800
|
+52%
|
|
|
407
|
Wealthspire Advisors (New York)
New York
|
$258K
|
+$290K
|
+5,294
|
New
|
|
|
408
|
North American Management
Boston,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
409
|
D.A. Davidson & Co
Great Falls,
Montana
|
$255K
|
-$35.5K
|
-649
|
-11%
|
|
|
410
|
Symphony Financial
Houston,
Texas
|
$254K
|
+$287K
|
+5,243
|
New
|
|
|
411
|
Advisornet Financial
Minnetonka,
Minnesota
|
$253K
|
-$31.4K
|
-575
|
-10%
|
|
|
412
|
Financial Counselors Inc
Overland Park,
Kansas
|
$252K
|
+$26.5K
|
+485
|
+10%
|
|
|
413
|
Montag & Associates
Atlanta,
Georgia
|
$251K
|
–
|
–
|
–
|
|
|
414
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$250K
|
+$22.3K
|
+407
|
+9%
|
|
|
415
|
Bartlett & Co
Cincinnati,
Ohio
|
$250K
|
+$281K
|
+5,132
|
New
|
|
|
416
|
Hayden Royal
Charlotte,
North Carolina
|
$249K
|
+$28K
|
+512
|
+11%
|
|
|
417
|
GHP Investment Advisors
Denver,
Colorado
|
$248K
|
–
|
–
|
–
|
|
|
418
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$244K
|
-$117K
|
-2,142
|
-30%
|
|
|
419
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$243K
|
+$272K
|
+4,982
|
New
|
|
|
420
|
Lido Advisors
Los Angeles,
California
|
$243K
|
+$273K
|
+4,985
|
New
|
|
|
421
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$241K
|
+$547
|
+10
|
+0.2%
|
|
|
422
|
Legacy Private Trust
Neenah,
Wisconsin
|
$240K
|
–
|
–
|
–
|
|
|
423
|
Brighton Jones LLC
Seattle,
Washington
|
$239K
|
+$6.4K
|
+117
|
+2%
|
|
|
424
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$237K
|
-$53.6K
|
-980
|
-17%
|
|
|
425
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$237K
|
-$27.3K
|
-500
|
-9%
|
|
