|
401
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$358K
|
–
|
–
|
–
|
|
|
402
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$358K
|
–
|
–
|
–
|
|
|
403
|
TriaGen Wealth Management
Calabasas,
California
|
$358K
|
+$270K
|
+3,998
|
New
|
|
|
404
|
Freedom Investment Management
Hartford,
Connecticut
|
$353K
|
-$13.6K
|
-202
|
-5%
|
|
|
405
|
|
$344K
|
+$259K
|
+3,834
|
New
|
|
|
406
|
Brown Advisory
Baltimore,
Maryland
|
$332K
|
+$250K
|
+3,700
|
New
|
|
|
407
|
Burns Matteson Capital Management
Corning,
New York
|
$324K
|
+$244K
|
+3,614
|
New
|
|
|
408
|
Vaughan David Investments
Peoria,
Illinois
|
$323K
|
-$27K
|
-400
|
-10%
|
|
|
409
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$318K
|
+$240K
|
+3,550
|
New
|
|
|
410
|
Commerce Bank
Kansas City,
Missouri
|
$309K
|
-$38.1K
|
-564
|
-14%
|
|
|
411
|
TD Private Client Wealth
New York
|
$306K
|
-$139K
|
-2,064
|
-38%
|
|
|
412
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$306K
|
+$230K
|
+3,410
|
New
|
|
|
413
|
Wedbush Securities
Los Angeles,
California
|
$302K
|
+$228K
|
+3,370
|
New
|
|
|
414
|
SignatureFD
Atlanta,
Georgia
|
$293K
|
+$144K
|
+2,134
|
+188%
|
|
|
415
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$289K
|
+$217K
|
+3,218
|
New
|
|
|
416
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$288K
|
+$217K
|
+3,214
|
New
|
|
|
417
|
Wellington Management Group
Boston,
Massachusetts
|
$281K
|
-$32.8M
|
-486,320
|
-99%
|
|
|
418
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$278K
|
+$209K
|
+3,098
|
New
|
|
|
419
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$276K
|
+$208K
|
+3,078
|
New
|
|
|
420
|
First Interstate Bancsystem
Billings,
Montana
|
$269K
|
+$203K
|
+3,000
|
New
|
|
|
421
|
Pinnacle Associates
New York
|
$269K
|
+$203K
|
+3,000
|
New
|
|
|
422
|
SkyOak Wealth
Southfield,
Michigan
|
$265K
|
+$203K
|
+3,010
|
New
|
|
|
423
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$262K
|
-$134K
|
-1,988
|
-41%
|
|
|
424
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$256K
|
+$193K
|
+2,856
|
New
|
|
|
425
|
D.A. Davidson & Co
Great Falls,
Montana
|
$253K
|
+$190K
|
+2,820
|
New
|
|
