|
401
|
Gofen & Glossberg
Chicago,
Illinois
|
$529K
|
+$104K
|
+1,300
|
+24%
|
|
|
402
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$529K
|
+$529K
|
+6,601
|
New
|
|
|
403
|
Novare Capital Management
Charlotte,
North Carolina
|
$520K
|
-$116K
|
-1,445
|
-18%
|
|
|
404
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$516K
|
+$278K
|
+3,468
|
+117%
|
|
|
405
|
Continuum Advisory
Eagle,
Idaho
|
$507K
|
-$158K
|
-1,972
|
-24%
|
|
|
406
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$507K
|
-$55.5K
|
-693
|
-10%
|
|
|
407
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$507K
|
–
|
–
|
–
|
|
|
408
|
Court Place Advisors
Ellicott City,
Maryland
|
$497K
|
–
|
–
|
–
|
|
|
409
|
Vicus Capital
State College,
Pennsylvania
|
$489K
|
-$295K
|
-3,685
|
-38%
|
|
|
410
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$483K
|
-$45.7K
|
-570
|
-9%
|
|
|
411
|
Truist Financial
Charlotte,
North Carolina
|
$482K
|
+$482K
|
+6,021
|
New
|
|
|
412
|
Avalon Capital Management
Port Of Redwood City,
California
|
$470K
|
+$470K
|
+5,870
|
New
|
|
|
413
|
Robinson Value Management
San Antonio,
Texas
|
$461K
|
-$469K
|
-5,849
|
-50%
|
|
|
414
|
Thomasville National Bank
Thomasville,
Georgia
|
$452K
|
+$452K
|
+5,635
|
New
|
|
|
415
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$447K
|
–
|
–
|
–
|
|
|
416
|
Good Life Advisors
Reading,
Pennsylvania
|
$445K
|
-$5.05M
|
-62,958
|
-92%
|
|
|
417
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$445K
|
–
|
–
|
–
|
|
|
418
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$444K
|
+$444K
|
+5,539
|
New
|
|
|
419
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$442K
|
+$345K
|
+4,302
|
+353%
|
|
|
420
|
Evercore Wealth Management
New York
|
$441K
|
-$4.49K
|
-56
|
-1%
|
|
|
421
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$439K
|
-$881
|
-11
|
-0.2%
|
|
|
422
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$436K
|
+$436K
|
+5,435
|
New
|
|
|
423
|
Freestone Capital Holdings
Seattle,
Washington
|
$433K
|
–
|
–
|
–
|
|
|
424
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$432K
|
+$1.84K
|
+23
|
+0.4%
|
|
|
425
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$422K
|
–
|
–
|
–
|
|
