|
401
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$473K
|
-$503K
|
-6,015
|
-51%
|
|
|
402
|
|
$471K
|
+$474K
|
+5,665
|
New
|
|
|
403
|
Atria Wealth Solutions
New York
|
$468K
|
+$246K
|
+2,946
|
+110%
|
|
|
404
|
Bank of New York Mellon
New York
|
$468K
|
-$942K
|
-11,269
|
-67%
|
|
|
405
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$463K
|
-$4.18K
|
-50
|
-0.9%
|
|
|
406
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$460K
|
-$272K
|
-3,253
|
-37%
|
|
|
407
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$447K
|
-$19.9K
|
-238
|
-4%
|
|
|
408
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$446K
|
-$90.6K
|
-1,083
|
-17%
|
|
|
409
|
Merit Financial Group
Alpharetta,
Georgia
|
$444K
|
-$394K
|
-4,716
|
-47%
|
|
|
410
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$442K
|
-$218K
|
-2,612
|
-33%
|
|
|
411
|
Founders Financial Securities
Towson,
Maryland
|
$435K
|
+$39.8K
|
+476
|
+10%
|
|
|
412
|
Fidelity Investments
Boston,
Massachusetts
|
$435K
|
+$158K
|
+1,887
|
+56%
|
|
|
413
|
Global Endowment Management
Charlotte,
North Carolina
|
$433K
|
–
|
–
|
–
|
|
|
414
|
Wealth Alliance
Mellville,
New York
|
$429K
|
-$20.2K
|
-241
|
-4%
|
|
|
415
|
Seelaus Asset Management
Chatham,
New Jersey
|
$426K
|
+$69.8K
|
+835
|
+19%
|
|
|
416
|
Pacific Center for Financial Services
San Ramon,
California
|
$423K
|
–
|
–
|
–
|
|
|
417
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$421K
|
-$5.02K
|
-60
|
-1%
|
|
|
418
|
NVWM LLC
Yardley,
Pennsylvania
|
$419K
|
+$8.53K
|
+102
|
+2%
|
|
|
419
|
Golden State Equity Partners
South Coast Metro,
California
|
$419K
|
+$96.7K
|
+1,156
|
+30%
|
|
|
420
|
Alpine Woods Capital Investors
Purchase,
New York
|
$416K
|
–
|
–
|
–
|
|
|
421
|
Evergreen Capital Management
Bellevue,
Washington
|
$416K
|
–
|
–
|
–
|
|
|
422
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$414K
|
-$333K
|
-3,978
|
-44%
|
|
|
423
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$412K
|
+$415K
|
+4,957
|
New
|
|
|
424
|
Mesirow Institutional Investment Management
Chicago,
Illinois
|
$412K
|
+$11.7K
|
+140
|
+3%
|
|
|
425
|
Icon Wealth Partners
Houston,
Texas
|
$411K
|
-$125K
|
-1,500
|
-23%
|
|
