|
301
|
Coastline Trust
Providence,
Rhode Island
|
$558K
|
+$523K
|
+7,392
|
New
|
|
|
302
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$557K
|
+$524K
|
+7,393
|
New
|
|
|
303
|
Argent Trust Co
Nashville,
Tennessee
|
$556K
|
+$17.9K
|
+253
|
+4%
|
|
|
304
|
VERITY Wealth Advisors
Sausalito,
United States
|
$554K
|
–
|
–
|
–
|
|
|
305
|
Curtis Advisory Group
Santa Barbara,
California
|
$550K
|
–
|
–
|
–
|
|
|
306
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$542K
|
–
|
–
|
–
|
|
|
307
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$540K
|
–
|
–
|
–
|
|
|
308
|
HF Advisory Group
Annapolis,
Maryland
|
$524K
|
+$18.8K
|
+266
|
+4%
|
|
|
309
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$522K
|
-$880K
|
-12,424
|
-64%
|
|
|
310
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$520K
|
-$20.3K
|
-287
|
-4%
|
|
|
311
|
CIBC World Market
Toronto,
Ontario, Canada
|
$519K
|
-$3.12K
|
-44
|
-0.6%
|
|
|
312
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$519K
|
+$1.06K
|
+15
|
+0.2%
|
|
|
313
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$519K
|
-$75.4K
|
-1,065
|
-13%
|
|
|
314
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$518K
|
+$116K
|
+1,641
|
+31%
|
|
|
315
|
First Foundation Advisors
Irvine,
California
|
$514K
|
-$106K
|
-1,494
|
-18%
|
|
|
316
|
Aufman Associates
Sewickley,
Pennsylvania
|
$508K
|
-$9.42K
|
-133
|
-2%
|
|
|
317
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$507K
|
+$17.1K
|
+241
|
+4%
|
|
|
318
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$505K
|
+$35.4K
|
+500
|
+8%
|
|
|
319
|
Addison Advisors
Middlebury,
Vermont
|
$501K
|
+$5.74K
|
+81
|
+1%
|
|
|
320
|
WT Wealth Management
Scottsdale,
Arizona
|
$497K
|
-$2.55K
|
-36
|
-0.5%
|
|
|
321
|
Baker Avenue Asset Management
San Francisco,
California
|
$497K
|
+$22.1K
|
+312
|
+5%
|
|
|
322
|
Bigelow Investment Advisors
Portland,
Maine
|
$497K
|
-$14.2K
|
-201
|
-3%
|
|
|
323
|
Sequoia Financial Advisors
Akron,
Ohio
|
$490K
|
+$11.5K
|
+163
|
+3%
|
|
|
324
|
Great Diamond Partners
Portland,
Maine
|
$488K
|
-$212
|
-3
|
-0%
|
|
|
325
|
Columbia Trust
Portland,
Oregon
|
$486K
|
+$456K
|
+6,434
|
New
|
|
