|
351
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.08M
|
–
|
–
|
–
|
|
|
352
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.08M
|
+$1.07M
|
+39,235
|
New
|
|
|
353
|
Cresta Advisors
Laredo,
Texas
|
$1.07M
|
-$90.2K
|
-3,317
|
-8%
|
|
|
354
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.06M
|
+$30.2K
|
+1,112
|
+3%
|
|
|
355
|
WealthShield Partners
Cary,
North Carolina
|
$1.06M
|
+$75.7K
|
+2,782
|
+8%
|
|
|
356
|
Pinnacle Associates
New York
|
$1.06M
|
-$19.3K
|
-710
|
-2%
|
|
|
357
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.05M
|
-$109K
|
-4,000
|
-9%
|
|
|
358
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.05M
|
–
|
–
|
–
|
|
|
359
|
SouthState Corp
Winter Haven,
Florida
|
$1.03M
|
+$94.2K
|
+3,465
|
+10%
|
|
|
360
|
Tacita Capital
Toronto,
Ontario, Canada
|
$1.03M
|
+$95.2K
|
+3,500
|
+10%
|
|
|
361
|
MGO One Seven
Beachwood,
Ohio
|
$1.03M
|
+$30.3K
|
+1,113
|
+3%
|
|
|
362
|
White Pine Capital
Bloomington,
Minnesota
|
$1.03M
|
+$2.72K
|
+100
|
+0.3%
|
|
|
363
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
364
|
US Bancorp
Minneapolis,
Minnesota
|
$1.02M
|
+$26.3K
|
+967
|
+3%
|
|
|
365
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.01M
|
+$42K
|
+1,545
|
+4%
|
|
|
366
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$995K
|
-$2.31K
|
-85
|
-0.2%
|
|
|
367
|
JSF Financial
Los Angeles,
California
|
$984K
|
+$6.36K
|
+234
|
+0.7%
|
|
|
368
|
Soltis Investment Advisors
St. George,
Utah
|
$980K
|
-$8.65K
|
-318
|
-0.9%
|
|
|
369
|
Northwest Bancshares
Warren,
Pennsylvania
|
$979K
|
-$5.03K
|
-185
|
-0.5%
|
|
|
370
|
Albion Financial Group
Salt Lake City,
Utah
|
$977K
|
-$25.6K
|
-942
|
-3%
|
|
|
371
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$969K
|
–
|
–
|
–
|
|
|
372
|
Vise Technologies
New York
|
$964K
|
+$957K
|
+35,178
|
New
|
|
|
373
|
Patten & Patten
Chattanooga,
Tennessee
|
$961K
|
–
|
–
|
–
|
|
|
374
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$955K
|
-$1.77K
|
-65
|
-0.2%
|
|
|
375
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$951K
|
+$17.7K
|
+650
|
+2%
|
|
