|
401
|
Evercore Wealth Management
New York
|
$853K
|
-$143K
|
-4,830
|
-15%
|
|
|
402
|
BOK Financial
Tulsa,
Oklahoma
|
$845K
|
-$76.7K
|
-2,586
|
-8%
|
|
|
403
|
Foothills Asset Management
Scottsdale,
Arizona
|
$842K
|
-$1.04M
|
-34,910
|
-55%
|
|
|
404
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$840K
|
-$1.12M
|
-37,716
|
-57%
|
|
|
405
|
Kore Private Wealth
New York
|
$827K
|
-$10.2K
|
-344
|
-1%
|
|
|
406
|
Patten & Patten
Chattanooga,
Tennessee
|
$823K
|
–
|
–
|
–
|
|
|
407
|
Whittier Trust
South Pasadena,
California
|
$821K
|
+$224K
|
+7,562
|
+38%
|
|
|
408
|
American Research & Management Company
Marion,
Massachusetts
|
$818K
|
+$71.4K
|
+2,406
|
+10%
|
|
|
409
|
Ballew Advisors
Jackson,
Mississippi
|
$816K
|
-$168K
|
-5,660
|
-17%
|
|
|
410
|
55I LLC
Boston,
Massachusetts
|
$815K
|
+$313K
|
+10,568
|
+64%
|
|
|
411
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$812K
|
-$189K
|
-6,374
|
-19%
|
|
|
412
|
Petix & Botte Financial
La Mesa,
California
|
$812K
|
+$805K
|
+27,144
|
New
|
|
|
413
|
Arete Wealth Advisors
Chicago,
Illinois
|
$810K
|
+$511K
|
+17,234
|
+179%
|
|
|
414
|
Apriem Advisors
Irvine,
California
|
$803K
|
-$85.4K
|
-2,880
|
-10%
|
|
|
415
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$802K
|
+$792K
|
+26,702
|
New
|
|
|
416
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$799K
|
-$778K
|
-26,220
|
-50%
|
|
|
417
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$788K
|
-$257K
|
-8,676
|
-25%
|
|
|
418
|
Kanawha Capital Management
Richmond,
Virginia
|
$788K
|
+$173K
|
+5,850
|
+29%
|
|
|
419
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$782K
|
+$20K
|
+674
|
+3%
|
|
|
420
|
BFSG LLC
Irvine,
California
|
$775K
|
-$239K
|
-8,058
|
-24%
|
|
|
421
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$775K
|
+$11.9K
|
+400
|
+2%
|
|
|
422
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$775K
|
+$766K
|
+25,828
|
New
|
|
|
423
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$766K
|
+$757K
|
+25,516
|
New
|
|
|
424
|
Nomura Asset Management
Tokyo,
Japan
|
$757K
|
–
|
–
|
–
|
|
|
425
|
IFG Advisory
Atlanta,
Georgia
|
$756K
|
-$126K
|
-4,240
|
-14%
|
|
