|
401
|
Lokken Investment Group
Lewes,
Delaware
|
$375K
|
–
|
–
|
–
|
|
|
402
|
|
$370K
|
–
|
–
|
–
|
|
|
403
|
M&T Bank
Buffalo,
New York
|
$367K
|
-$2.1M
|
-11,802
|
-85%
|
|
|
404
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$362K
|
-$362K
|
-2,037
|
-50%
|
|
|
405
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$360K
|
+$40K
|
+225
|
+12%
|
|
|
406
|
Parkside Advisors
Berkeley,
California
|
$355K
|
–
|
–
|
–
|
|
|
407
|
Belpointe Asset Management
Reno,
Nevada
|
$354K
|
-$66.1K
|
-372
|
-16%
|
|
|
408
|
Garde Capital
Seattle,
Washington
|
$354K
|
–
|
–
|
–
|
|
|
409
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$354K
|
+$452K
|
+2,544
|
+95%
|
|
|
410
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$353K
|
+$44.8K
|
+252
|
+14%
|
|
|
411
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$353K
|
+$354K
|
+1,994
|
New
|
|
|
412
|
WealthOne
Albany,
New York
|
$351K
|
+$70.9K
|
+399
|
+25%
|
|
|
413
|
Cozad Asset Management
Champaign,
Illinois
|
$336K
|
–
|
–
|
–
|
|
|
414
|
QCI Asset Management
Pittsford,
New York
|
$336K
|
+$13K
|
+73
|
+4%
|
|
|
415
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$328K
|
-$35.5K
|
-200
|
-10%
|
|
|
416
|
PFG Advisors
Phoenix,
Arizona
|
$327K
|
+$21.7K
|
+122
|
+7%
|
|
|
417
|
Truepoint Inc
Cincinnati,
Ohio
|
$326K
|
–
|
–
|
–
|
|
|
418
|
Zhang Financial
Portage,
Michigan
|
$325K
|
+$24.2K
|
+136
|
+8%
|
|
|
419
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$322K
|
+$323K
|
+1,818
|
New
|
|
|
420
|
Strategic Wealth Partners
Independence,
Ohio
|
$321K
|
-$27.2K
|
-153
|
-8%
|
|
|
421
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
422
|
Tiedemann Advisors
New York
|
$317K
|
+$355
|
+2
|
+0.1%
|
|
|
423
|
Chesley Taft & Associates
Chicago,
Illinois
|
$312K
|
-$4.44K
|
-25
|
-1%
|
|
|
424
|
Financial Counselors Inc
Overland Park,
Kansas
|
$310K
|
+$311K
|
+1,752
|
New
|
|
|
425
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$307K
|
-$676K
|
-3,803
|
-69%
|
|
