|
201
|
Atria Investments
Charlotte,
North Carolina
|
$560K
|
-$120K
|
-6,795
|
-17%
|
|
|
202
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$560K
|
+$270K
|
+15,295
|
+86%
|
|
|
203
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$553K
|
+$24.1K
|
+1,365
|
+4%
|
|
|
204
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$544K
|
-$61.7K
|
-3,495
|
-10%
|
|
|
205
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$542K
|
–
|
–
|
–
|
|
|
206
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$541K
|
+$16.4K
|
+930
|
+3%
|
|
|
207
|
WesBanco Bank
Wheeling,
West Virginia
|
$537K
|
–
|
–
|
–
|
|
|
208
|
Sunbelt Securities
Houston,
Texas
|
$535K
|
-$12.9K
|
-730
|
-2%
|
|
|
209
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$534K
|
-$330K
|
-18,690
|
-37%
|
|
|
210
|
Pinnacle Associates
New York
|
$533K
|
+$4.5K
|
+255
|
+0.8%
|
|
|
211
|
Townsend & Associates
Westminster,
Colorado
|
$513K
|
+$58.9K
|
+3,335
|
+12%
|
|
|
212
|
Snowden Capital Advisors
New York
|
$499K
|
+$54K
|
+3,060
|
+12%
|
|
|
213
|
Fiduciary Group
Savannah,
Georgia
|
$494K
|
+$1.76K
|
+100
|
+0.3%
|
|
|
214
|
US Bancorp
Minneapolis,
Minnesota
|
$489K
|
-$448K
|
-25,365
|
-47%
|
|
|
215
|
Derby & Company
Newton,
Massachusetts
|
$486K
|
+$68.2K
|
+3,865
|
+16%
|
|
|
216
|
Comerica Securities
Detroit,
Michigan
|
$484K
|
–
|
–
|
–
|
|
|
217
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$484K
|
+$98.4K
|
+5,575
|
+24%
|
|
|
218
|
TD Asset Management
Toronto,
Ontario, Canada
|
$477K
|
+$335K
|
+18,980
|
+95%
|
|
|
219
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$476K
|
+$107K
|
+6,085
|
+28%
|
|
|
220
|
Parsons Capital Management
Providence,
Rhode Island
|
$458K
|
-$3.53K
|
-200
|
-0.7%
|
|
|
221
|
Lido Advisors
Los Angeles,
California
|
$457K
|
+$478K
|
+27,065
|
New
|
|
|
222
|
Pacific Sun Financial
Los Angeles,
California
|
$455K
|
+$475K
|
+26,900
|
New
|
|
|
223
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$451K
|
-$45K
|
-2,550
|
-9%
|
|
|
224
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$447K
|
-$930K
|
-52,670
|
-67%
|
|
|
225
|
Perigon Wealth Management
San Francisco,
California
|
$447K
|
+$230K
|
+13,010
|
+97%
|
|
