|
401
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$290K
|
–
|
–
|
–
|
|
|
402
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$283K
|
–
|
–
|
–
|
|
|
403
|
SEI Investments
Oaks,
Pennsylvania
|
$282K
|
+$98.5K
|
+1,126
|
+57%
|
|
|
404
|
SouthState Corp
Winter Haven,
Florida
|
$279K
|
-$52.5K
|
-600
|
-16%
|
|
|
405
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$277K
|
+$175
|
+2
|
+0.1%
|
|
|
406
|
Atria Investments
Charlotte,
North Carolina
|
$276K
|
-$81K
|
-926
|
-23%
|
|
|
407
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$271K
|
–
|
–
|
–
|
|
|
408
|
Belpointe Asset Management
Reno,
Nevada
|
$265K
|
+$258K
|
+2,944
|
New
|
|
|
409
|
TrueWealth LLC
Atlanta,
Georgia
|
$264K
|
–
|
–
|
–
|
|
|
410
|
Parallel Advisors
San Francisco,
California
|
$261K
|
-$63.1K
|
-721
|
-20%
|
|
|
411
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
412
|
Institute for Wealth Management
Denver,
Colorado
|
$254K
|
-$102K
|
-1,161
|
-29%
|
|
|
413
|
WealthShield Partners
Cary,
North Carolina
|
$254K
|
-$15.7K
|
-179
|
-6%
|
|
|
414
|
Oppenheimer & Co
New York
|
$249K
|
-$24.8K
|
-283
|
-9%
|
|
|
415
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$246K
|
–
|
–
|
–
|
|
|
416
|
Fidelity Investments
Boston,
Massachusetts
|
$241K
|
+$160K
|
+1,831
|
+216%
|
|
|
417
|
Vicus Capital
State College,
Pennsylvania
|
$239K
|
+$962
|
+11
|
+0.4%
|
|
|
418
|
Vision Capital Management
Portland,
Oregon
|
$238K
|
-$9.8K
|
-112
|
-4%
|
|
|
419
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
$237K
|
-$388K
|
-4,434
|
-63%
|
|
|
420
|
Financial Advantage
Columbia,
Maryland
|
$234K
|
–
|
–
|
–
|
|
|
421
|
First National Bank of Omaha
Omaha,
Nebraska
|
$234K
|
+$228K
|
+2,608
|
New
|
|
|
422
|
Next Capital Management
New York
|
$233K
|
–
|
–
|
–
|
|
|
423
|
|
$232K
|
-$13K
|
-149
|
-5%
|
|
|
424
|
Ategra Capital Management
Vienna,
Virginia
|
$232K
|
+$225K
|
+2,578
|
New
|
|
|
425
|
Allworth Financial
Folsom,
California
|
$231K
|
-$69K
|
-789
|
-23%
|
|
