|
401
|
CPWM LLC
Seattle,
Washington
|
$3.39M
|
+$352
|
+4
|
+0%
|
|
|
402
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.39M
|
+$19K
|
+216
|
+0.6%
|
|
|
403
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.38M
|
+$807K
|
+9,185
|
+33%
|
|
|
404
|
PDS Planning
Dublin,
Ohio
|
$3.35M
|
+$24.9K
|
+283
|
+0.8%
|
|
|
405
|
Harbour Investments
Madison,
Wisconsin
|
$3.35M
|
+$3.21M
|
+36,499
|
New
|
|
|
406
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.35M
|
+$93.7K
|
+1,066
|
+3%
|
|
|
407
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.34M
|
-$151K
|
-1,713
|
-5%
|
|
|
408
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.33M
|
-$65K
|
-740
|
-2%
|
|
|
409
|
LPWM LLC
Minneapolis,
Minnesota
|
$3.31M
|
+$94.4K
|
+1,074
|
+3%
|
|
|
410
|
Wall Capital Group
Phoenix,
Arizona
|
$3.3M
|
+$558K
|
+6,345
|
+21%
|
|
|
411
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.3M
|
+$141K
|
+1,601
|
+5%
|
|
|
412
|
Larson Financial Group
St Louis,
Missouri
|
$3.27M
|
-$159K
|
-1,810
|
-5%
|
|
|
413
|
Adero Partners
Pleasanton,
California
|
$3.27M
|
-$179K
|
-2,041
|
-5%
|
|
|
414
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3.25M
|
-$391K
|
-4,448
|
-11%
|
|
|
415
|
Brio Consultants
San Francisco,
California
|
$3.25M
|
+$187K
|
+2,129
|
+6%
|
|
|
416
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.24M
|
+$2.31M
|
+26,331
|
+294%
|
|
|
417
|
Stelac Advisory Services
New York
|
$3.23M
|
-$1.13M
|
-12,852
|
-27%
|
|
|
418
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.21M
|
-$268K
|
-3,052
|
-8%
|
|
|
419
|
Foster Group
West Des Moines,
Iowa
|
$3.2M
|
-$785K
|
-8,934
|
-20%
|
|
|
420
|
Carlson Capital Management
Northfield,
Minnesota
|
$3.18M
|
+$207K
|
+2,352
|
+7%
|
|
|
421
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.13M
|
+$3M
|
+34,132
|
New
|
|
|
422
|
Sentinel Trust
Houston,
Texas
|
$3.12M
|
+$2.98M
|
+33,934
|
New
|
|
|
423
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3.11M
|
+$241K
|
+2,747
|
+9%
|
|
|
424
|
WhitTier Trust Company
Reno,
Nevada
|
$3.11M
|
+$620K
|
+7,050
|
+26%
|
|
|
425
|
Daiwa Securities Group
Tokyo,
Japan
|
$3.1M
|
-$3.39M
|
-38,620
|
-53%
|
|
