|
326
|
Quest Capital Management
Dallas,
Texas
|
$439K
|
+$227K
|
+2,645
|
+100%
|
|
|
327
|
Charles Schwab Trust
Henderson,
Nevada
|
$433K
|
–
|
–
|
–
|
|
|
328
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$424K
|
+$438K
|
+5,112
|
New
|
|
|
329
|
EP Wealth Advisors
Torrance,
California
|
$418K
|
-$34.9K
|
-407
|
-7%
|
|
|
330
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$416K
|
+$78.2K
|
+913
|
+22%
|
|
|
331
|
Orion Capital Management
Coronado,
California
|
$415K
|
–
|
–
|
–
|
|
|
332
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$415K
|
–
|
–
|
–
|
|
|
333
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$414K
|
+$427K
|
+4,987
|
New
|
|
|
334
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$408K
|
+$421K
|
+4,921
|
New
|
|
|
335
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$399K
|
-$43.3K
|
-505
|
-9%
|
|
|
336
|
Fidelity Investments
Boston,
Massachusetts
|
$399K
|
+$6.08K
|
+71
|
+2%
|
|
|
337
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$397K
|
+$395K
|
+4,611
|
New
|
|
|
338
|
Evercore Wealth Management
New York
|
$394K
|
–
|
–
|
–
|
|
|
339
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$393K
|
+$406K
|
+4,740
|
New
|
|
|
340
|
Summit Financial Group
Moorefield,
West Virginia
|
$390K
|
+$85.7K
|
+1,000
|
+27%
|
|
|
341
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$388K
|
+$1.8K
|
+21
|
+0.5%
|
|
|
342
|
Capital One Financial
Mclean,
Virginia
|
$385K
|
–
|
–
|
–
|
|
|
343
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$384K
|
+$45.8K
|
+535
|
+13%
|
|
|
344
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$383K
|
-$85.7K
|
-1,000
|
-18%
|
|
|
345
|
Scotia Capital
Toronto,
Ontario, Canada
|
$374K
|
+$86
|
+1
|
+0%
|
|
|
346
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$373K
|
+$386K
|
+4,507
|
New
|
|
|
347
|
United Capital Financial Advisors
Irving,
Texas
|
$371K
|
+$384K
|
+4,478
|
New
|
|
|
348
|
KeyBank National Association
Cleveland,
Ohio
|
$365K
|
+$48.6K
|
+568
|
+15%
|
|
|
349
|
WealthShield Partners
Cary,
North Carolina
|
$358K
|
–
|
–
|
–
|
|
|
350
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$354K
|
-$128K
|
-1,500
|
-26%
|
|
