|
401
|
Arete Wealth Advisors
Chicago,
Illinois
|
$243K
|
+$245K
|
+3,541
|
New
|
|
|
402
|
3Chopt Investment Partners
Richmond,
Virginia
|
$243K
|
+$245K
|
+3,540
|
New
|
|
|
403
|
Mason Investment Advisory Services
Reston,
Virginia
|
$241K
|
–
|
–
|
–
|
|
|
404
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$241K
|
+$14.2K
|
+205
|
+6%
|
|
|
405
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$238K
|
-$81.6K
|
-1,179
|
-25%
|
|
|
406
|
Huntington National Bank
Columbus,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
407
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$238K
|
+$2.84K
|
+41
|
+1%
|
|
|
408
|
Gradient Capital Advisors
San Diego,
California
|
$234K
|
+$6.71K
|
+97
|
+3%
|
|
|
409
|
Apella Capital
West Hartford,
Connecticut
|
$233K
|
-$2.49K
|
-36
|
-1%
|
|
|
410
|
Bremer Bank National Association
St Paul,
Minnesota
|
$233K
|
–
|
–
|
–
|
|
|
411
|
Mainsail Asset Management
Birmingham,
Alabama
|
$231K
|
+$1.8K
|
+26
|
+0.8%
|
|
|
412
|
Transcend Capital Advisors
Madison,
New Jersey
|
$230K
|
+$10.6K
|
+153
|
+5%
|
|
|
413
|
XML Financial
Bethesda,
Maryland
|
$223K
|
+$225K
|
+3,250
|
New
|
|
|
414
|
Leavell Investment Management
Mobile,
Alabama
|
$220K
|
-$20.1K
|
-290
|
-8%
|
|
|
415
|
Sebold Capital Management
Lisle,
Illinois
|
$219K
|
-$15.9K
|
-229
|
-7%
|
|
|
416
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$219K
|
–
|
–
|
–
|
|
|
417
|
Parsons Capital Management
Providence,
Rhode Island
|
$216K
|
+$3.94K
|
+57
|
+2%
|
|
|
418
|
Corient Private Wealth
Miami,
Florida
|
$215K
|
+$218K
|
+3,144
|
New
|
|
|
419
|
Y-Intercept (HK)
Hong Kong
|
$213K
|
+$215K
|
+3,113
|
New
|
|
|
420
|
Global Retirement Partners
San Rafael,
California
|
$212K
|
+$31.6K
|
+457
|
+17%
|
|
|
421
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$206K
|
–
|
–
|
–
|
|
|
422
|
Geneos Wealth Management
Englewood,
Colorado
|
$203K
|
+$22.8K
|
+329
|
+12%
|
|
|
423
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$201K
|
+$204K
|
+2,940
|
New
|
|
|
424
|
TD Private Client Wealth
New York
|
$200K
|
+$202K
|
+2,919
|
New
|
|
|
425
|
North Star Investment Management
Chicago,
Illinois
|
$200K
|
+$692
|
+10
|
+0.3%
|
|
