|
301
|
Portside Wealth Group
Provo,
Utah
|
$683K
|
+$698K
|
+14,993
|
New
|
|
|
302
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$675K
|
+$82.5K
|
+1,773
|
+14%
|
|
|
303
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$674K
|
+$24.1K
|
+517
|
+4%
|
|
|
304
|
Welch & Forbes
Boston,
Massachusetts
|
$670K
|
-$62.5K
|
-1,342
|
-8%
|
|
|
305
|
KeyBank National Association
Cleveland,
Ohio
|
$667K
|
-$3.77K
|
-81
|
-0.6%
|
|
|
306
|
EP Wealth Advisors
Torrance,
California
|
$667K
|
–
|
–
|
–
|
|
|
307
|
Voya Financial Advisors
Windsor,
Connecticut
|
$665K
|
-$93
|
-2
|
-0%
|
|
|
308
|
|
$652K
|
+$313K
|
+6,725
|
+89%
|
|
|
309
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$649K
|
–
|
–
|
–
|
|
|
310
|
Intrust Bank
Wichita,
Kansas
|
$640K
|
+$141K
|
+3,039
|
+28%
|
|
|
311
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$632K
|
-$32.6K
|
-700
|
-5%
|
|
|
312
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$632K
|
-$135K
|
-2,900
|
-17%
|
|
|
313
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$617K
|
+$52.5K
|
+1,128
|
+9%
|
|
|
314
|
Rockefeller Capital Management
New York
|
$614K
|
+$68.1K
|
+1,462
|
+12%
|
|
|
315
|
Cetera Advisors
Denver,
Colorado
|
$614K
|
+$54.1K
|
+1,162
|
+9%
|
|
|
316
|
Versor Investments
New York
|
$614K
|
+$193K
|
+4,151
|
+45%
|
|
|
317
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$608K
|
-$9.31K
|
-200
|
-1%
|
|
|
318
|
Pathstone Family Office
Englewood,
New Jersey
|
$600K
|
+$255K
|
+5,475
|
+74%
|
|
|
319
|
WhitTier Trust Company
Reno,
Nevada
|
$586K
|
+$22K
|
+472
|
+4%
|
|
|
320
|
Bridgefront Capital
Austin,
Texas
|
$575K
|
+$587K
|
+12,603
|
New
|
|
|
321
|
Csenge Advisory Group
Clearwater,
Florida
|
$564K
|
-$9.87K
|
-212
|
-2%
|
|
|
322
|
Lipe & Dalton
Syracuse,
New York
|
$563K
|
–
|
–
|
–
|
|
|
323
|
Transcend Capital Advisors
Madison,
New Jersey
|
$544K
|
-$2.89K
|
-62
|
-0.5%
|
|
|
324
|
SeaCrest Wealth Management
Purchase,
New York
|
$535K
|
+$6.01K
|
+129
|
+1%
|
|
|
325
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$526K
|
-$34.5K
|
-741
|
-6%
|
|
