|
401
|
Wellington Shields & Co
New York
|
$323K
|
–
|
–
|
–
|
|
|
402
|
Baker Avenue Asset Management
San Francisco,
California
|
$322K
|
+$310K
|
+3,882
|
New
|
|
|
403
|
Kestra Private Wealth Services
Austin,
Texas
|
$318K
|
-$1.09M
|
-13,637
|
-78%
|
|
|
404
|
|
$315K
|
-$798
|
-10
|
-0.3%
|
|
|
405
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$311K
|
+$299K
|
+3,748
|
New
|
|
|
406
|
Ameraudi Asset Management
New York
|
$311K
|
-$37.6K
|
-471
|
-11%
|
|
|
407
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$309K
|
+$11.2K
|
+140
|
+4%
|
|
|
408
|
Wealth Alliance
Mellville,
New York
|
$307K
|
+$20.6K
|
+258
|
+7%
|
|
|
409
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$304K
|
–
|
–
|
–
|
|
|
410
|
Coastwise Capital Group
La Jolla,
California
|
$303K
|
-$25.5K
|
-320
|
-8%
|
|
|
411
|
NCM Capital Management
Ramsey,
New Jersey
|
$300K
|
-$7.98K
|
-100
|
-3%
|
|
|
412
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
413
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$286K
|
+$62.2K
|
+780
|
+29%
|
|
|
414
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$285K
|
-$120K
|
-1,500
|
-30%
|
|
|
415
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$285K
|
–
|
–
|
–
|
|
|
416
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$283K
|
+$28K
|
+351
|
+12%
|
|
|
417
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$274K
|
-$16K
|
-200
|
-6%
|
|
|
418
|
Whalerock Point Partners
Providence,
Rhode Island
|
$273K
|
–
|
–
|
–
|
|
|
419
|
Embree Financial Group
Chicago,
Illinois
|
$273K
|
-$81.4K
|
-1,020
|
-24%
|
|
|
420
|
Sequoia Financial Advisors
Akron,
Ohio
|
$273K
|
+$798
|
+10
|
+0.3%
|
|
|
421
|
Lyell Wealth Management
Menlo Park,
California
|
$273K
|
-$897K
|
-11,240
|
-77%
|
|
|
422
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$271K
|
+$12.7K
|
+159
|
+5%
|
|
|
423
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$270K
|
+$9.97K
|
+125
|
+4%
|
|
|
424
|
Doliver Advisors
Houston,
Texas
|
$268K
|
–
|
–
|
–
|
|
|
425
|
Seelaus Asset Management
Chatham,
New Jersey
|
$268K
|
-$8.62K
|
-108
|
-3%
|
|
