|
376
|
Summit Financial
Parsippany,
New Jersey
|
$835K
|
+$944K
|
+10,716
|
New
|
|
|
377
|
Advisor Partners II
Walnut Creek,
California
|
$834K
|
+$942K
|
+10,694
|
New
|
|
|
378
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$833K
|
+$437K
|
+4,964
|
+87%
|
|
|
379
|
Oppenheimer & Co
New York
|
$829K
|
+$38.6K
|
+438
|
+4%
|
|
|
380
|
BTR Capital Management
Oakland,
California
|
$828K
|
–
|
–
|
–
|
|
|
381
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$803K
|
-$1.76K
|
-20
|
-0.2%
|
|
|
382
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$799K
|
–
|
–
|
–
|
|
|
383
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$790K
|
–
|
–
|
–
|
|
|
384
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$777K
|
+$969
|
+11
|
+0.1%
|
|
|
385
|
Finer Wealth Management
Salem,
Massachusetts
|
$770K
|
–
|
–
|
–
|
|
|
386
|
Cox Capital Management
Andover,
Massachusetts
|
$766K
|
-$4.76K
|
-54
|
-0.5%
|
|
|
387
|
Lido Advisors
Los Angeles,
California
|
$766K
|
+$867K
|
+9,835
|
New
|
|
|
388
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$765K
|
+$83.5K
|
+948
|
+11%
|
|
|
389
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$760K
|
+$900K
|
+10,213
|
New
|
|
|
390
|
SouthState Corp
Winter Haven,
Florida
|
$754K
|
-$19K
|
-216
|
-2%
|
|
|
391
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$740K
|
–
|
–
|
–
|
|
|
392
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$736K
|
-$39K
|
-443
|
-4%
|
|
|
393
|
Chatham Capital Group
Savannah,
Georgia
|
$727K
|
–
|
–
|
–
|
|
|
394
|
Bard Financial Services
Branford,
Connecticut
|
$722K
|
+$1.5K
|
+17
|
+0.2%
|
|
|
395
|
Presima Securities
Montreal,
Quebec, Canada
|
$720K
|
-$282K
|
-3,200
|
-26%
|
|
|
396
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$711K
|
+$251K
|
+2,853
|
+46%
|
|
|
397
|
Arete Wealth Advisors
Chicago,
Illinois
|
$700K
|
+$21.7K
|
+246
|
+3%
|
|
|
398
|
My Legacy Advisors
Bend,
Oregon
|
$699K
|
+$27.7K
|
+314
|
+3%
|
|
|
399
|
IFP Advisors
Tampa,
Florida
|
$698K
|
+$193K
|
+2,187
|
+21%
|
|
|
400
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$694K
|
+$122K
|
+1,389
|
+18%
|
|
