|
251
|
Truist Financial
Charlotte,
North Carolina
|
$425K
|
–
|
–
|
–
|
|
|
252
|
JT Stratford LLC
Gainesville,
Georgia
|
$416K
|
+$411K
|
+9,210
|
New
|
|
|
253
|
Parker Investment Management
Menlo Park,
California
|
$406K
|
-$8.05M
|
-180,289
|
-95%
|
|
|
254
|
ProVise Management Group
Clearwater,
Florida
|
$403K
|
-$44.6K
|
-1,000
|
-10%
|
|
|
255
|
BBVA USA Bancshares
Houston,
Texas
|
$403K
|
+$398K
|
+8,919
|
New
|
|
|
256
|
Venturi Wealth Management
Austin,
Texas
|
$400K
|
+$84.8K
|
+1,901
|
+27%
|
|
|
257
|
M Holdings Securities
Portland,
Oregon
|
$398K
|
+$803
|
+18
|
+0.2%
|
|
|
258
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$389K
|
+$384K
|
+8,604
|
New
|
|
|
259
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$386K
|
+$382K
|
+8,555
|
New
|
|
|
260
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$380K
|
-$44.8K
|
-1,005
|
-11%
|
|
|
261
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$373K
|
-$13.4K
|
-300
|
-4%
|
|
|
262
|
Daiwa Securities Group
Tokyo,
Japan
|
$371K
|
+$219K
|
+4,900
|
+148%
|
|
|
263
|
AIMZ Investment Advisors
Los Altos,
California
|
$363K
|
–
|
–
|
–
|
|
|
264
|
Proficio Capital Partners
Newton,
Massachusetts
|
$362K
|
-$31.2K
|
-700
|
-8%
|
|
|
265
|
EP Wealth Advisors
Torrance,
California
|
$344K
|
–
|
–
|
–
|
|
|
266
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$335K
|
+$330K
|
+7,406
|
New
|
|
|
267
|
Lebenthal Asset Management
New York
|
$334K
|
+$208K
|
+4,663
|
+171%
|
|
|
268
|
Cabot Wealth Management
Salem,
Massachusetts
|
$326K
|
-$36.7K
|
-822
|
-10%
|
|
|
269
|
Boys Arnold & Co
Asheville,
North Carolina
|
$324K
|
-$17.2K
|
-385
|
-5%
|
|
|
270
|
Cue Advisory Services
Phoenix,
Arizona
|
$321K
|
-$4.02K
|
-90
|
-1%
|
|
|
271
|
Portfolio Solutions
Royal Oak,
Michigan
|
$308K
|
–
|
–
|
–
|
|
|
272
|
First National Trust
Hermitage,
Pennsylvania
|
$306K
|
+$302K
|
+6,774
|
New
|
|
|
273
|
Sequoia Financial Advisors
Akron,
Ohio
|
$305K
|
-$25.4K
|
-570
|
-8%
|
|
|
274
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$305K
|
–
|
–
|
–
|
|
|
275
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$304K
|
+$1.61K
|
+36
|
+0.5%
|
|
