|
351
|
TrinityPoint Wealth
Milford,
Connecticut
|
$470K
|
+$45
|
+1
|
+0%
|
|
|
352
|
Fox Run Management
Greenwich,
Connecticut
|
$469K
|
+$485K
|
+10,752
|
New
|
|
|
353
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$467K
|
–
|
–
|
–
|
|
|
354
|
Welch & Forbes
Boston,
Massachusetts
|
$466K
|
-$45.1K
|
-1,000
|
-9%
|
|
|
355
|
First Bankers Trust
Louisville,
Kentucky
|
$465K
|
-$8.44K
|
-187
|
-2%
|
|
|
356
|
Advisory Services Network
Atlanta,
Georgia
|
$463K
|
+$677
|
+15
|
+0.1%
|
|
|
357
|
Seneca House Advisors
Richmond,
Virginia
|
$460K
|
+$475K
|
+10,533
|
New
|
|
|
358
|
|
$456K
|
+$472K
|
+10,459
|
New
|
|
|
359
|
J.W. Cole Advisors
Tampa,
Florida
|
$449K
|
+$23.1K
|
+513
|
+5%
|
|
|
360
|
HB Wealth Management
Atlanta,
Georgia
|
$447K
|
+$53K
|
+1,175
|
+13%
|
|
|
361
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$445K
|
–
|
–
|
–
|
|
|
362
|
Choreo LLC
Rockford,
Illinois
|
$441K
|
+$456K
|
+10,106
|
New
|
|
|
363
|
Procyon Advisors
Shelton,
Connecticut
|
$437K
|
-$135
|
-3
|
-0%
|
|
|
364
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$437K
|
+$45.1K
|
+1,000
|
New
|
|
|
365
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$430K
|
-$79.3K
|
-1,758
|
-15%
|
|
|
366
|
KeyBank National Association
Cleveland,
Ohio
|
$419K
|
-$5.91K
|
-131
|
-1%
|
|
|
367
|
Allspring Global Investments
Charlotte,
North Carolina
|
$415K
|
+$83.5K
|
+1,852
|
+24%
|
|
|
368
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$415K
|
–
|
–
|
–
|
|
|
369
|
Metis Global Partners
San Diego,
California
|
$412K
|
+$167K
|
+3,694
|
+64%
|
|
|
370
|
United Capital Financial Advisors
Irving,
Texas
|
$406K
|
-$202K
|
-4,481
|
-33%
|
|
|
371
|
SeaCrest Wealth Management
Purchase,
New York
|
$399K
|
-$58.6K
|
-1,300
|
-12%
|
|
|
372
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$397K
|
-$52.9K
|
-1,172
|
-11%
|
|
|
373
|
Marcum Wealth
Cleveland,
Ohio
|
$396K
|
-$1.04K
|
-23
|
-0.3%
|
|
|
374
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$395K
|
-$677
|
-15
|
-0.2%
|
|
|
375
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$391K
|
+$102K
|
+2,270
|
+34%
|
|
