|
301
|
Security National Trust
Wheeling,
West Virginia
|
$75K
|
–
|
–
|
–
|
|
|
302
|
Patten Group
Chattanooga,
Tennessee
|
$72K
|
–
|
–
|
–
|
|
|
303
|
Geneos Wealth Management
Englewood,
Colorado
|
$70K
|
-$2.86K
|
-49
|
-4%
|
|
|
304
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$68K
|
–
|
–
|
–
|
|
|
305
|
|
$66K
|
–
|
–
|
–
|
|
|
306
|
Synovus Financial
Columbus,
Georgia
|
$66K
|
–
|
–
|
–
|
|
|
307
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$60.7K
|
+$59.5K
|
+1,018
|
New
|
|
|
308
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$55K
|
-$21.3K
|
-365
|
-28%
|
|
|
309
|
Whittier Trust
South Pasadena,
California
|
$48K
|
–
|
–
|
–
|
|
|
310
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$44K
|
–
|
–
|
–
|
|
|
311
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
312
|
Holloway Wealth Management
Gainesville,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
313
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$36K
|
–
|
–
|
–
|
|
|
314
|
Cutler Group
San Francisco,
California
|
$35K
|
-$11.7K
|
-200
|
-25%
|
|
|
315
|
Royal Fund Management
Lady Lake,
Florida
|
$35K
|
–
|
–
|
–
|
|
|
316
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$32K
|
–
|
–
|
–
|
|
|
317
|
|
$30K
|
+$23.1K
|
+395
|
+311%
|
|
|
318
|
Delta Asset Management
Memphis,
Tennessee
|
$29K
|
+$15.5K
|
+265
|
+123%
|
|
|
319
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$28K
|
–
|
–
|
–
|
|
|
320
|
Washington Trust Bank
Spokane,
Washington
|
$27K
|
-$23.4K
|
-400
|
-47%
|
|
|
321
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27K
|
-$1.93K
|
-33
|
-7%
|
|
|
322
|
Legacy Financial Advisors
Covington,
Kentucky
|
$26K
|
-$119K
|
-2,038
|
-82%
|
|
|
323
|
Advisornet Financial
Minnetonka,
Minnesota
|
$24K
|
–
|
–
|
–
|
|
|
324
|
|
$24K
|
–
|
–
|
–
|
|
|
325
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$24K
|
–
|
–
|
–
|
|
