|
351
|
Ascent Group
Virginia Beach,
Virginia
|
$2.39M
|
-$213K
|
-2,057
|
-8%
|
|
|
352
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.38M
|
-$95.8K
|
-923
|
-4%
|
|
|
353
|
Rockefeller Capital Management
New York
|
$2.34M
|
+$501K
|
+4,829
|
+29%
|
|
|
354
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.33M
|
+$114K
|
+1,096
|
+5%
|
|
|
355
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.33M
|
-$271K
|
-2,612
|
-11%
|
|
|
356
|
Napatree Capital
Westerly,
Rhode Island
|
$2.32M
|
-$133K
|
-1,281
|
-6%
|
|
|
357
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.32M
|
+$81.2K
|
+783
|
+4%
|
|
|
358
|
First Foundation Advisors
Irvine,
California
|
$2.31M
|
-$66.8K
|
-644
|
-3%
|
|
|
359
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.29M
|
+$56.4K
|
+544
|
+3%
|
|
|
360
|
|
$2.28M
|
+$242K
|
+2,331
|
+12%
|
|
|
361
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.27M
|
+$16.5K
|
+159
|
+0.8%
|
|
|
362
|
Wambolt & Associates
Littleton,
Colorado
|
$2.26M
|
+$191K
|
+1,845
|
+10%
|
|
|
363
|
HSBC Holdings
London,
United Kingdom
|
$2.24M
|
-$2.13M
|
-20,557
|
-50%
|
|
|
364
|
Strata Wealth Advisors
Dallas,
Texas
|
$2.22M
|
+$2.08K
|
+20
|
+0.1%
|
|
|
365
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$2.22M
|
-$112K
|
-1,083
|
-5%
|
|
|
366
|
Redwood Investment Management
Scottsdale,
Arizona
|
$2.22M
|
-$11.6K
|
-112
|
-0.5%
|
|
|
367
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.21M
|
+$88.7K
|
+855
|
+4%
|
|
|
368
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.18M
|
+$76.8K
|
+740
|
+4%
|
|
|
369
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.17M
|
-$17.1K
|
-165
|
-0.8%
|
|
|
370
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.16M
|
–
|
–
|
–
|
|
|
371
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.15M
|
-$368K
|
-3,551
|
-15%
|
|
|
372
|
WR Wealth Planners
Columbia,
Missouri
|
$2.13M
|
+$444K
|
+4,275
|
+28%
|
|
|
373
|
Strategic Equity Management
Tucson,
Arizona
|
$2.1M
|
+$746K
|
+7,186
|
+58%
|
|
|
374
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$2.1M
|
+$456K
|
+4,397
|
+29%
|
|
|
375
|
Spire Wealth Management
Mclean,
Virginia
|
$2.1M
|
-$60.1K
|
-579
|
-3%
|
|
