|
401
|
Boston Family Office
Boston,
Massachusetts
|
$429K
|
+$18.4K
|
+300
|
+4%
|
|
|
402
|
AE Wealth Management
Topeka,
Kansas
|
$424K
|
+$26.6K
|
+433
|
+6%
|
|
|
403
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$424K
|
+$53.7K
|
+873
|
+14%
|
|
|
404
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$419K
|
–
|
–
|
–
|
|
|
405
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$418K
|
–
|
–
|
–
|
|
|
406
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$417K
|
–
|
–
|
–
|
|
|
407
|
Circle Wealth Management
Summit,
New Jersey
|
$416K
|
+$184
|
+3
|
+0%
|
|
|
408
|
Spire Wealth Management
Mclean,
Virginia
|
$416K
|
+$2.46K
|
+40
|
+0.6%
|
|
|
409
|
Rockefeller Capital Management
New York
|
$415K
|
+$30.6K
|
+498
|
+7%
|
|
|
410
|
Naples Global Advisors
Naples,
Florida
|
$415K
|
+$229K
|
+3,725
|
+109%
|
|
|
411
|
Cresset Asset Management
Chicago,
Illinois
|
$413K
|
+$51.5K
|
+838
|
+13%
|
|
|
412
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$410K
|
+$9.9K
|
+161
|
+2%
|
|
|
413
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$408K
|
–
|
–
|
–
|
|
|
414
|
IndexIQ Advisors
New York
|
$406K
|
+$19.7K
|
+321
|
+5%
|
|
|
415
|
Security National Trust
Wheeling,
West Virginia
|
$399K
|
–
|
–
|
–
|
|
|
416
|
R.M. Davis Inc
Portland,
Maine
|
$397K
|
-$4.3K
|
-70
|
-1%
|
|
|
417
|
Parsons Capital Management
Providence,
Rhode Island
|
$392K
|
+$15K
|
+244
|
+4%
|
|
|
418
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$391K
|
-$2.58K
|
-42
|
-0.6%
|
|
|
419
|
Snowden Capital Advisors
New York
|
$389K
|
+$36.9K
|
+600
|
+10%
|
|
|
420
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$377K
|
-$799
|
-13
|
-0.2%
|
|
|
421
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$376K
|
-$10.7M
|
-174,421
|
-96%
|
|
|
422
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$376K
|
+$138K
|
+2,248
|
+53%
|
|
|
423
|
J.W. Burns & Co
Dewitt,
New York
|
$372K
|
-$13.8K
|
-225
|
-3%
|
|
|
424
|
XTX Topco
George Town,
Cayman Islands
|
$372K
|
+$394K
|
+6,402
|
New
|
|
|
425
|
River Global Investors
London,
United Kingdom
|
$360K
|
–
|
–
|
–
|
|
