|
351
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$7.39M
|
+$192K
|
+3,059
|
+3%
|
|
|
352
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.38M
|
-$114K
|
-1,818
|
-2%
|
|
|
353
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.3M
|
+$109K
|
+1,734
|
+2%
|
|
|
354
|
Clearstead Advisors
Cleveland,
Ohio
|
$7.3M
|
+$156K
|
+2,492
|
+2%
|
|
|
355
|
J.W. Cole Advisors
Tampa,
Florida
|
$7.28M
|
+$1.69M
|
+26,907
|
+32%
|
|
|
356
|
Lavaca Capital
Houston,
Texas
|
$7.18M
|
+$6.63M
|
+105,821
|
+2,944%
|
|
|
357
|
Pitti Group Wealth Management
Victor,
New York
|
$7.17M
|
+$12K
|
+191
|
+0.2%
|
|
|
358
|
Charles Schwab
San Francisco,
California
|
$7.13M
|
+$2.28M
|
+36,386
|
+50%
|
|
|
359
|
Lindbrook Capital
Calabasas,
California
|
$7.09M
|
-$438K
|
-6,999
|
-6%
|
|
|
360
|
Washington Trust
Westerly,
Rhode Island
|
$7.07M
|
-$703K
|
-11,217
|
-9%
|
|
|
361
|
Powell Investment Advisors
Miami,
Florida
|
$7.06M
|
-$9.33K
|
-149
|
-0.1%
|
|
|
362
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.03M
|
+$6.71M
|
+107,126
|
New
|
|
|
363
|
Venturi Wealth Management
Austin,
Texas
|
$7.01M
|
-$3.28M
|
-52,435
|
-33%
|
|
|
364
|
Grimes & Company
Westborough,
Massachusetts
|
$6.98M
|
-$606K
|
-9,672
|
-8%
|
|
|
365
|
BOK Financial Private Wealth
Denver,
Colorado
|
$6.97M
|
-$352K
|
-5,614
|
-5%
|
|
|
366
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.91M
|
-$1.39M
|
-22,200
|
-17%
|
|
|
367
|
Citizens Business Bank
Ontario,
California
|
$6.87M
|
-$72.4K
|
-1,156
|
-1%
|
|
|
368
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.87M
|
-$61K
|
-974
|
-0.9%
|
|
|
369
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.78M
|
-$1.21M
|
-19,254
|
-16%
|
|
|
370
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.74M
|
-$118K
|
-1,890
|
-2%
|
|
|
371
|
NEPC LLC
Boston,
Massachusetts
|
$6.69M
|
-$87K
|
-1,389
|
-1%
|
|
|
372
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$6.61M
|
+$91.3K
|
+1,457
|
+1%
|
|
|
373
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$6.6M
|
+$2.21M
|
+35,357
|
+54%
|
|
|
374
|
First National Trust
Hermitage,
Pennsylvania
|
$6.57M
|
-$798K
|
-12,740
|
-11%
|
|
|
375
|
Snowden Capital Advisors
New York
|
$6.53M
|
+$1.24M
|
+19,806
|
+25%
|
|
