|
351
|
Evercore Wealth Management
New York
|
$507K
|
–
|
–
|
–
|
|
|
352
|
Welch & Forbes
Boston,
Massachusetts
|
$504K
|
–
|
–
|
–
|
|
|
353
|
Veracity Capital
Atlanta,
Georgia
|
$503K
|
–
|
–
|
–
|
|
|
354
|
Apexium Financial
Dallas,
Texas
|
$486K
|
+$261K
|
+3,812
|
+106%
|
|
|
355
|
Personal CFO Solutions
Chester,
New Jersey
|
$484K
|
-$4.66K
|
-68
|
-0.9%
|
|
|
356
|
Graypoint LLC
Albany,
New York
|
$483K
|
-$10.3K
|
-151
|
-2%
|
|
|
357
|
Argent Trust Co
Nashville,
Tennessee
|
$482K
|
+$504K
|
+7,358
|
New
|
|
|
358
|
Intellectus Partners
San Francisco,
California
|
$474K
|
–
|
–
|
–
|
|
|
359
|
Prudential Financial
Newark,
New Jersey
|
$472K
|
-$36.3K
|
-530
|
-7%
|
|
|
360
|
Toth Financial Advisory
Leesburg,
Virginia
|
$472K
|
+$493K
|
+7,200
|
New
|
|
|
361
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$469K
|
–
|
–
|
–
|
|
|
362
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$464K
|
+$2.81K
|
+41
|
+0.6%
|
|
|
363
|
Smith Anglin Financial
Dallas,
Texas
|
$464K
|
+$2.81K
|
+41
|
+0.6%
|
|
|
364
|
WealthShield Partners
Cary,
North Carolina
|
$464K
|
+$484K
|
+7,073
|
New
|
|
|
365
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$450K
|
-$14.9K
|
-218
|
-3%
|
|
|
366
|
Barber Financial Group
Lenexa,
Kansas
|
$449K
|
-$7.81K
|
-114
|
-2%
|
|
|
367
|
Franklin Resources
San Mateo,
California
|
$449K
|
+$207K
|
+3,017
|
+79%
|
|
|
368
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$447K
|
-$149K
|
-2,181
|
-24%
|
|
|
369
|
Narwhal Capital Management
Marietta,
Georgia
|
$446K
|
–
|
–
|
–
|
|
|
370
|
Steward Partners Investment Advisory
New York
|
$444K
|
+$178K
|
+2,605
|
+63%
|
|
|
371
|
D.A. Davidson & Co
Great Falls,
Montana
|
$443K
|
+$228K
|
+3,333
|
+98%
|
|
|
372
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$432K
|
–
|
–
|
–
|
|
|
373
|
HeadInvest LLC
Portland,
Maine
|
$429K
|
–
|
–
|
–
|
|
|
374
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
375
|
KCM Investment Advisors
Greenbrae,
California
|
$425K
|
-$48K
|
-701
|
-10%
|
|
