|
401
|
Maryland Capital Management
Towson,
Maryland
|
$354K
|
–
|
–
|
–
|
|
|
402
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$352K
|
-$108K
|
-740
|
-22%
|
|
|
403
|
Wealth Alliance
Mellville,
New York
|
$346K
|
-$12.4K
|
-85
|
-3%
|
|
|
404
|
Austin Private Wealth
Austin,
Texas
|
$345K
|
-$9.31K
|
-64
|
-2%
|
|
|
405
|
CGN Advisors
Manhattan,
Kansas
|
$344K
|
-$43.8K
|
-301
|
-10%
|
|
|
406
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$343K
|
-$6.4K
|
-44
|
-2%
|
|
|
407
|
M&T Bank
Buffalo,
New York
|
$343K
|
–
|
–
|
–
|
|
|
408
|
Garde Capital
Seattle,
Washington
|
$342K
|
-$167K
|
-1,150
|
-31%
|
|
|
409
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$341K
|
-$16.1M
|
-110,535
|
-98%
|
|
|
410
|
Berger Financial Group
Plymouth,
Minnesota
|
$336K
|
-$44.8K
|
-308
|
-11%
|
|
|
411
|
Windham Capital Management
Boston,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
412
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$327K
|
-$39.7K
|
-273
|
-10%
|
|
|
413
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$319K
|
–
|
–
|
–
|
|
|
414
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$319K
|
+$6.84K
|
+47
|
+2%
|
|
|
415
|
Trellis Advisors
Ellensburg,
Washington
|
$317K
|
-$19.1K
|
-131
|
-5%
|
|
|
416
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$317K
|
–
|
–
|
–
|
|
|
417
|
Belpointe Asset Management
Reno,
Nevada
|
$315K
|
-$43.5K
|
-299
|
-11%
|
|
|
418
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$313K
|
-$232K
|
-1,591
|
-40%
|
|
|
419
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$312K
|
+$10.9K
|
+75
|
+3%
|
|
|
420
|
Joel Isaacson & Co
New York
|
$308K
|
–
|
–
|
–
|
|
|
421
|
EPIQ Capital Group
San Francisco,
California
|
$304K
|
+$582
|
+4
|
+0.2%
|
|
|
422
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$303K
|
–
|
–
|
–
|
|
|
423
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$300K
|
-$146
|
-1
|
-0%
|
|
|
424
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$299K
|
–
|
–
|
–
|
|
|
425
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$295K
|
+$96.2K
|
+661
|
+51%
|
|
