|
351
|
M Holdings Securities
Portland,
Oregon
|
$1.22M
|
-$78.5K
|
-438
|
-6%
|
|
|
352
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.21M
|
-$13.3K
|
-74
|
-1%
|
|
|
353
|
SVB Wealth
Boston,
Massachusetts
|
$1.21M
|
+$332K
|
+1,853
|
+35%
|
|
|
354
|
Bangor Savings Bank
Bangor,
Maine
|
$1.21M
|
+$23.5K
|
+131
|
+2%
|
|
|
355
|
Sterling Investment Management
Tucson,
Arizona
|
$1.2M
|
+$187K
|
+1,043
|
+17%
|
|
|
356
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.2M
|
-$35.8K
|
-200
|
-3%
|
|
|
357
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.19M
|
-$26.3K
|
-147
|
-0.4%
|
|
|
358
|
Avantax Advisory Services
Dallas,
Texas
|
$1.18M
|
+$203K
|
+1,132
|
+19%
|
|
|
359
|
Horizon Investments
Charlotte,
North Carolina
|
$1.17M
|
+$167K
|
+931
|
+16%
|
|
|
360
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.17M
|
+$11.1K
|
+62
|
+0.9%
|
|
|
361
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.16M
|
-$123K
|
-684
|
-9%
|
|
|
362
|
Baxter Bros Inc
Riverside,
Connecticut
|
$1.16M
|
-$13.4K
|
-75
|
-1%
|
|
|
363
|
Advisor Partners II
Walnut Creek,
California
|
$1.15M
|
+$1.21M
|
+6,757
|
New
|
|
|
364
|
TIAA FSB
Jacksonville,
Florida
|
$1.15M
|
-$64.7K
|
-361
|
-5%
|
|
|
365
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.15M
|
+$31.9K
|
+178
|
+3%
|
|
|
366
|
First Foundation Advisors
Irvine,
California
|
$1.14M
|
-$105K
|
-585
|
-8%
|
|
|
367
|
Roundview Capital
Princeton,
New Jersey
|
$1.13M
|
+$17.2K
|
+96
|
+1%
|
|
|
368
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.12M
|
+$159K
|
+890
|
+16%
|
|
|
369
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.12M
|
+$6.27K
|
+35
|
+0.5%
|
|
|
370
|
Capital Insight Partners
Scottsdale,
Arizona
|
$1.12M
|
-$26K
|
-145
|
-2%
|
|
|
371
|
Stonegate Investment Group
Birmingham,
Alabama
|
$1.12M
|
+$32.6K
|
+182
|
+3%
|
|
|
372
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.09M
|
+$896
|
+5
|
+0.1%
|
|
|
373
|
Joel Isaacson & Co
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
374
|
Summit Financial
Parsippany,
New Jersey
|
$1.09M
|
+$199K
|
+1,108
|
+21%
|
|
|
375
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.07M
|
–
|
–
|
–
|
|
