|
701
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$449K
|
+$20.8K
|
+334
|
+5%
|
|
|
702
|
Boston Family Office
Boston,
Massachusetts
|
$447K
|
-$63.2K
|
-1,017
|
-13%
|
|
|
703
|
Orca Investment Management
Roseburg,
Oregon
|
$447K
|
–
|
–
|
–
|
|
|
704
|
BancorpSouth
Tupelo,
Mississippi
|
$445K
|
–
|
–
|
–
|
|
|
705
|
Telos Capital Management
San Diego,
California
|
$443K
|
+$47.8K
|
+769
|
+12%
|
|
|
706
|
Montag & Associates
Atlanta,
Georgia
|
$434K
|
–
|
–
|
–
|
|
|
707
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$432K
|
-$18.6K
|
-300
|
-4%
|
|
|
708
|
Sterling Capital Management
Charlotte,
North Carolina
|
$432K
|
+$424K
|
+6,823
|
New
|
|
|
709
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$430K
|
+$57.5K
|
+926
|
+16%
|
|
|
710
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$425K
|
+$18.7K
|
+301
|
+5%
|
|
|
711
|
Cetera Advisors
Denver,
Colorado
|
$422K
|
-$20.8K
|
-335
|
-5%
|
|
|
712
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$420K
|
–
|
–
|
–
|
|
|
713
|
AssetMark Inc
Concord,
California
|
$419K
|
-$1.37K
|
-22
|
-0.3%
|
|
|
714
|
Mariner
Overland Park,
Kansas
|
$417K
|
-$6.53K
|
-105
|
-2%
|
|
|
715
|
Citizens Financial Group
Providence,
Rhode Island
|
$414K
|
+$10.6K
|
+170
|
+3%
|
|
|
716
|
Ballentine Partners
Waltham,
Massachusetts
|
$414K
|
+$93.2K
|
+1,499
|
+30%
|
|
|
717
|
Courier Capital
Buffalo,
New York
|
$413K
|
-$2.49K
|
-40
|
-0.6%
|
|
|
718
|
Security National Trust
Wheeling,
West Virginia
|
$412K
|
-$74.3K
|
-1,195
|
-16%
|
|
|
719
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$412K
|
–
|
–
|
–
|
|
|
720
|
Cognios Capital
Leawood,
Kansas
|
$410K
|
-$8.39K
|
-135
|
-2%
|
|
|
721
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$405K
|
+$26.9K
|
+433
|
+7%
|
|
|
722
|
Clean Yield Group
Norwich,
Vermont
|
$404K
|
–
|
–
|
–
|
|
|
723
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$403K
|
-$6.21K
|
-100
|
-2%
|
|
|
724
|
|
$396K
|
-$50.3K
|
-810
|
-11%
|
|
|
725
|
Brookstone Capital Management
Wheaton,
Illinois
|
$390K
|
+$12.8K
|
+206
|
+3%
|
|
