|
401
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$595K
|
+$585K
|
+3,055
|
New
|
|
|
402
|
SouthState Corp
Winter Haven,
Florida
|
$595K
|
-$766
|
-4
|
-0.1%
|
|
|
403
|
Cardiff Park Advisors
Carlsbad,
California
|
$594K
|
+$766
|
+4
|
+0.1%
|
|
|
404
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$592K
|
–
|
–
|
–
|
|
|
405
|
Wealthfront Advisers
Palo Alto,
California
|
$575K
|
+$101K
|
+526
|
+22%
|
|
|
406
|
Kanawha Capital Management
Richmond,
Virginia
|
$572K
|
–
|
–
|
–
|
|
|
407
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$570K
|
+$48.6K
|
+254
|
+9%
|
|
|
408
|
Washington Trust Bank
Spokane,
Washington
|
$565K
|
+$339K
|
+1,773
|
+158%
|
|
|
409
|
WealthSource Partners
San Luis Obispo,
California
|
$563K
|
+$157K
|
+822
|
+40%
|
|
|
410
|
Valeo Financial Advisors
Carmel,
Indiana
|
$561K
|
-$28.5K
|
-149
|
-5%
|
|
|
411
|
Addison Advisors
Middlebury,
Vermont
|
$561K
|
-$9.96K
|
-52
|
-2%
|
|
|
412
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$560K
|
–
|
–
|
–
|
|
|
413
|
|
$560K
|
-$82.1K
|
-429
|
-13%
|
|
|
414
|
Y-Intercept (HK)
Hong Kong
|
$556K
|
+$546K
|
+2,851
|
New
|
|
|
415
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$552K
|
+$542K
|
+2,830
|
New
|
|
|
416
|
3D/L Capital Management
Hartford,
Connecticut
|
$538K
|
-$50.9K
|
-266
|
-9%
|
|
|
417
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$536K
|
–
|
–
|
–
|
|
|
418
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$535K
|
+$526K
|
+2,745
|
New
|
|
|
419
|
Sepio Capital
Salt Lake City,
Utah
|
$534K
|
+$524K
|
+2,739
|
New
|
|
|
420
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$530K
|
+$146K
|
+764
|
+39%
|
|
|
421
|
Regions Financial Corp
Birmingham,
Alabama
|
$529K
|
-$418K
|
-2,185
|
-45%
|
|
|
422
|
Northwest Bancshares
Warren,
Pennsylvania
|
$527K
|
-$58.8K
|
-307
|
-10%
|
|
|
423
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$526K
|
–
|
–
|
–
|
|
|
424
|
Davenport & Co
Richmond,
Virginia
|
$517K
|
+$142K
|
+740
|
+39%
|
|
|
425
|
Oppenheimer & Co
New York
|
$517K
|
+$132K
|
+691
|
+35%
|
|
