|
301
|
Tompkins Financial
Ithaca,
New York
|
$6.47M
|
+$900K
|
+9,815
|
+15%
|
|
|
302
|
TD Private Client Wealth
New York
|
$6.45M
|
-$107K
|
-1,164
|
-2%
|
|
|
303
|
Private Advisor Group
Morristown,
New Jersey
|
$6.45M
|
+$109K
|
+1,186
|
+2%
|
|
|
304
|
Welch & Forbes
Boston,
Massachusetts
|
$6.43M
|
-$27.2K
|
-297
|
-0.4%
|
|
|
305
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.38M
|
+$46.9K
|
+512
|
+0.7%
|
|
|
306
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$6.34M
|
-$310K
|
-3,379
|
-4%
|
|
|
307
|
Strategic Wealth Partners
Independence,
Ohio
|
$6.34M
|
+$434K
|
+4,734
|
+7%
|
|
|
308
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$6.29M
|
-$2.18M
|
-23,808
|
-25%
|
|
|
309
|
Snowden Capital Advisors
New York
|
$6.29M
|
-$73.5K
|
-802
|
-1%
|
|
|
310
|
KeyBank National Association
Cleveland,
Ohio
|
$6.27M
|
-$463K
|
-5,055
|
-7%
|
|
|
311
|
Gulf International Bank (UK)
London,
United Kingdom
|
$6.22M
|
-$669K
|
-7,293
|
-9%
|
|
|
312
|
Avantax Advisory Services
Dallas,
Texas
|
$6.21M
|
+$123K
|
+1,343
|
+2%
|
|
|
313
|
Windward Capital Management
Los Angeles,
California
|
$6.21M
|
+$847K
|
+9,241
|
+15%
|
|
|
314
|
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
$6.19M
|
+$53.5K
|
+583
|
+0.8%
|
|
|
315
|
|
$6.16M
|
-$21.5M
|
-234,594
|
-77%
|
|
|
316
|
Advocate Group
Minnetonka,
Minnesota
|
$6.11M
|
+$429K
|
+4,676
|
+7%
|
|
|
317
|
Wasatch Advisors
Salt Lake City,
Utah
|
$6.1M
|
+$91.7K
|
+1,000
|
+1%
|
|
|
318
|
Oak Harvest Investment Services
Houston,
Texas
|
$6.07M
|
+$607K
|
+6,616
|
+11%
|
|
|
319
|
Soltis Investment Advisors
St. George,
Utah
|
$6.06M
|
+$373K
|
+4,073
|
+6%
|
|
|
320
|
AGF Management
Toronto,
Ontario, Canada
|
$6.03M
|
-$393K
|
-4,285
|
-6%
|
|
|
321
|
Stamos Capital Partners
Menlo Park,
California
|
$5.96M
|
+$2.34M
|
+25,560
|
+61%
|
|
|
322
|
Strategic Advisors
New York
|
$5.94M
|
-$7.88K
|
-86
|
-0.1%
|
|
|
323
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$5.9M
|
-$961K
|
-10,485
|
-14%
|
|
|
324
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$5.9M
|
-$1.07M
|
-11,640
|
-15%
|
|
|
325
|
HB Wealth Management
Atlanta,
Georgia
|
$5.88M
|
+$598K
|
+6,524
|
+11%
|
|
