|
401
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$207K
|
+$207K
|
+3,706
|
New
|
|
|
402
|
Advisor Partners
Walnut Creek,
California
|
$206K
|
+$201K
|
+3,607
|
New
|
|
|
403
|
Fisher Asset Management
Camas,
Washington
|
$205K
|
+$200K
|
+3,592
|
New
|
|
|
404
|
Alpha Cubed Investments
Irvine,
California
|
$204K
|
+$205K
|
+3,674
|
New
|
|
|
405
|
Smart Portfolios LLC
Seattle,
Washington
|
$198K
|
+$669
|
+12
|
+0.3%
|
|
|
406
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$184K
|
-$40.9K
|
-734
|
-19%
|
|
|
407
|
TrueWealth LLC
Atlanta,
Georgia
|
$166K
|
–
|
–
|
–
|
|
|
408
|
Brown Brothers Harriman & Co
New York
|
$162K
|
–
|
–
|
–
|
|
|
409
|
|
$157K
|
-$46.8K
|
-840
|
-23%
|
|
|
410
|
Valeo Financial Advisors
Carmel,
Indiana
|
$155K
|
+$87.7K
|
+1,574
|
+125%
|
|
|
411
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$129K
|
+$446
|
+8
|
+0.4%
|
|
|
412
|
Investment Partners
New Philadelphia,
Ohio
|
$127K
|
+$2.23K
|
+40
|
+0.4%
|
|
|
413
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$126K
|
+$446
|
+8
|
+0.4%
|
|
|
414
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$121K
|
+$4.18K
|
+75
|
+4%
|
|
|
415
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$104K
|
–
|
–
|
–
|
|
|
416
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$104K
|
+$102K
|
+1,827
|
New
|
|
|
417
|
Price Wealth
Austin,
Texas
|
$103K
|
–
|
–
|
–
|
|
|
418
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$100K
|
+$8.92K
|
+160
|
+10%
|
|
|
419
|
Oakworth Capital
Birmingham,
Alabama
|
$93K
|
–
|
–
|
–
|
|
|
420
|
Crewe Advisors
Salt Lake City,
Utah
|
$86K
|
–
|
–
|
–
|
|
|
421
|
Strategic Wealth Partners
Independence,
Ohio
|
$85K
|
-$1.62K
|
-29
|
-2%
|
|
|
422
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$83.7K
|
–
|
–
|
–
|
|
|
423
|
WealthShield Partners
Cary,
North Carolina
|
$72K
|
-$25.4K
|
-455
|
-27%
|
|
|
424
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$71K
|
+$24.4K
|
+438
|
+54%
|
|
|
425
|
McIlrath & Eck
Arlington,
Washington
|
$69K
|
–
|
–
|
–
|
|
