|
401
|
WhitTier Trust Company
Reno,
Nevada
|
$311K
|
–
|
–
|
–
|
|
|
402
|
Clearstead Advisors
Cleveland,
Ohio
|
$311K
|
+$12.2K
|
+94
|
+4%
|
|
|
403
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$310K
|
-$911
|
-7
|
-0.3%
|
|
|
404
|
Versant Capital Management
Phoenix,
Arizona
|
$307K
|
–
|
–
|
–
|
|
|
405
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$305K
|
-$2.46M
|
-18,926
|
-89%
|
|
|
406
|
|
$305K
|
+$297K
|
+2,285
|
New
|
|
|
407
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$302K
|
+$296K
|
+2,273
|
New
|
|
|
408
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$301K
|
+$30.3K
|
+233
|
+11%
|
|
|
409
|
Altium Wealth Management
Purchase,
New York
|
$301K
|
+$294K
|
+2,262
|
New
|
|
|
410
|
SouthState Corp
Winter Haven,
Florida
|
$299K
|
-$47.8K
|
-367
|
-14%
|
|
|
411
|
JOYN Advisors
Atlanta,
Georgia
|
$289K
|
+$283K
|
+2,173
|
New
|
|
|
412
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$287K
|
+$281K
|
+2,159
|
New
|
|
|
413
|
American Portfolios Advisors
Holbrook,
New York
|
$283K
|
+$277K
|
+2,130
|
New
|
|
|
414
|
MAI Capital Management
Independence,
Ohio
|
$274K
|
+$10.9K
|
+84
|
+4%
|
|
|
415
|
|
$271K
|
+$266K
|
+2,046
|
New
|
|
|
416
|
CIBC Bank USA
Chicago,
Illinois
|
$268K
|
–
|
–
|
–
|
|
|
417
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$268K
|
+$14.1K
|
+108
|
+6%
|
|
|
418
|
WP Advisors
San Francisco,
California
|
$268K
|
+$29.3K
|
+225
|
+13%
|
|
|
419
|
Rathbones Group
Liverpool,
United Kingdom
|
$266K
|
–
|
–
|
–
|
|
|
420
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$266K
|
–
|
–
|
–
|
|
|
421
|
|
$266K
|
+$42.3K
|
+325
|
+19%
|
|
|
422
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$263K
|
+$3.9K
|
+30
|
+2%
|
|
|
423
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$262K
|
+$256K
|
+1,970
|
New
|
|
|
424
|
Centaurus Financial
Anaheim,
California
|
$261K
|
+$256K
|
+1,965
|
New
|
|
|
425
|
Field & Main Bank
Henderson,
Kentucky
|
$259K
|
+$254K
|
+1,950
|
New
|
|
