|
401
|
Boston Trust Walden
Boston,
Massachusetts
|
$430K
|
–
|
–
|
–
|
|
|
402
|
Tocqueville Asset Management
New York
|
$428K
|
–
|
–
|
–
|
|
|
403
|
Liberty Capital Management
Birmingham,
Michigan
|
$425K
|
–
|
–
|
–
|
|
|
404
|
Oppenheimer & Co
New York
|
$423K
|
–
|
–
|
–
|
|
|
405
|
Garrison Point Advisors
Walnut Creek,
California
|
$418K
|
+$10.5K
|
+100
|
+2%
|
|
|
406
|
Catalyst Private Wealth
San Mateo,
California
|
$417K
|
+$429K
|
+4,096
|
New
|
|
|
407
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$416K
|
+$105K
|
+998
|
+32%
|
|
|
408
|
Montag & Associates
Atlanta,
Georgia
|
$414K
|
+$419
|
+4
|
+0.1%
|
|
|
409
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$409K
|
-$6.5K
|
-62
|
-2%
|
|
|
410
|
Equitable Holdings
New York
|
$406K
|
+$418K
|
+3,986
|
New
|
|
|
411
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$405K
|
+$18.1K
|
+173
|
+5%
|
|
|
412
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$403K
|
+$28.8K
|
+275
|
+7%
|
|
|
413
|
SouthState Corp
Winter Haven,
Florida
|
$402K
|
–
|
–
|
–
|
|
|
414
|
Abacus Planning Group
Columbia,
South Carolina
|
$400K
|
+$184K
|
+1,756
|
+81%
|
|
|
415
|
FourThought Financial
Venice,
Florida
|
$398K
|
+$7.86K
|
+75
|
+2%
|
|
|
416
|
Regis Management Company
Menlo Park,
California
|
$394K
|
–
|
–
|
–
|
|
|
417
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$394K
|
+$30.4K
|
+290
|
+8%
|
|
|
418
|
First National Corp
Rockland,
Massachusetts
|
$394K
|
+$111K
|
+1,056
|
+38%
|
|
|
419
|
Modus Advisors
Excelsior,
Minnesota
|
$393K
|
–
|
–
|
–
|
|
|
420
|
LGL Partners
Philadelphia,
Pennsylvania
|
$391K
|
+$524
|
+5
|
+0.1%
|
|
|
421
|
Cetera Advisors
Denver,
Colorado
|
$391K
|
+$42.6K
|
+406
|
+12%
|
|
|
422
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$387K
|
–
|
–
|
–
|
|
|
423
|
Truepoint Inc
Cincinnati,
Ohio
|
$386K
|
-$9.75K
|
-93
|
-2%
|
|
|
424
|
LPWM LLC
Minneapolis,
Minnesota
|
$384K
|
+$8.91K
|
+85
|
+2%
|
|
|
425
|
Brickley Wealth Management
San Mateo,
California
|
$382K
|
+$24.7K
|
+236
|
+7%
|
|
