|
326
|
Private Trust Company
Cleveland,
Ohio
|
$650K
|
–
|
–
|
–
|
|
|
327
|
Farther Finance Advisors
San Francisco,
California
|
$639K
|
+$174K
|
+2,040
|
+40%
|
|
|
328
|
Vontobel Holding
Zurich,
Switzerland
|
$636K
|
–
|
–
|
–
|
|
|
329
|
Waverly Advisors
Birmingham,
Alabama
|
$622K
|
+$3.41K
|
+40
|
+0.6%
|
|
|
330
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$620K
|
+$93.8K
|
+1,100
|
+19%
|
|
|
331
|
Aufman Associates
Sewickley,
Pennsylvania
|
$607K
|
+$10.7K
|
+126
|
+2%
|
|
|
332
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$598K
|
-$59.3K
|
-696
|
-9%
|
|
|
333
|
Addison Advisors
Middlebury,
Vermont
|
$592K
|
–
|
–
|
–
|
|
|
334
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$589K
|
–
|
–
|
–
|
|
|
335
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$588K
|
-$682
|
-8
|
-0.1%
|
|
|
336
|
Fort Point Capital Partners
San Francisco,
California
|
$587K
|
-$28.5K
|
-334
|
-5%
|
|
|
337
|
Frisch Financial Group
Melville,
New York
|
$585K
|
-$171
|
-2
|
-0%
|
|
|
338
|
Farrell Financial
Orchard Park,
New York
|
$582K
|
+$10.3K
|
+121
|
+2%
|
|
|
339
|
Paulson Wealth Management
Wheaton,
Illinois
|
$569K
|
+$10.7K
|
+125
|
+2%
|
|
|
340
|
Matrix Asset Advisors
White Plains,
New York
|
$569K
|
-$12.4K
|
-145
|
-2%
|
|
|
341
|
First Foundation Advisors
Irvine,
California
|
$569K
|
+$60.1K
|
+705
|
+12%
|
|
|
342
|
Great Diamond Partners
Portland,
Maine
|
$558K
|
-$22.3K
|
-262
|
-4%
|
|
|
343
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$557K
|
–
|
–
|
–
|
|
|
344
|
IFP Advisors
Tampa,
Florida
|
$557K
|
+$9.63K
|
+113
|
+2%
|
|
|
345
|
Affinity Capital Advisors
Berkeley,
California
|
$556K
|
+$11.1K
|
+130
|
+2%
|
|
|
346
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$556K
|
–
|
–
|
–
|
|
|
347
|
SCS Capital Management
Boston,
Massachusetts
|
$554K
|
+$6.82K
|
+80
|
+1%
|
|
|
348
|
Bell Bank
Fargo,
North Dakota
|
$553K
|
-$21.5K
|
-252
|
-4%
|
|
|
349
|
Libra Wealth
Los Gatos,
California
|
$549K
|
+$118K
|
+1,387
|
+29%
|
|
|
350
|
Curtis Advisory Group
Santa Barbara,
California
|
$544K
|
–
|
–
|
–
|
|
