|
301
|
My Personal CFO LLC
Vancouver,
Washington
|
$650K
|
–
|
–
|
–
|
|
|
302
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$643K
|
–
|
–
|
–
|
|
|
303
|
Principle Wealth Partners
Madison,
Connecticut
|
$643K
|
-$9.7K
|
-79
|
-2%
|
|
|
304
|
Advantage Trust Company
Salina,
Kansas
|
$639K
|
-$10.6K
|
-86
|
-2%
|
|
|
305
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$635K
|
-$144K
|
-1,175
|
-19%
|
|
|
306
|
MYDA Advisors
Woodmere,
New York
|
$633K
|
-$614K
|
-5,000
|
-50%
|
|
|
307
|
Smith, Moore & Co
Clayton,
Missouri
|
$624K
|
-$21.5K
|
-175
|
-3%
|
|
|
308
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$618K
|
-$3.19M
|
-25,989
|
-84%
|
|
|
309
|
Marco Investment Management
Atlanta,
Georgia
|
$618K
|
–
|
–
|
–
|
|
|
310
|
D.A. Davidson & Co
Great Falls,
Montana
|
$617K
|
+$128K
|
+1,039
|
+27%
|
|
|
311
|
CWA Asset Management Group
Naples,
Florida
|
$612K
|
-$106K
|
-864
|
-15%
|
|
|
312
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$611K
|
–
|
–
|
–
|
|
|
313
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$599K
|
-$8.72K
|
-71
|
-1%
|
|
|
314
|
Sovereign Financial Group
Stamford,
Connecticut
|
$597K
|
-$16.4K
|
-134
|
-3%
|
|
|
315
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$595K
|
–
|
–
|
–
|
|
|
316
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$594K
|
-$1.31M
|
-10,644
|
-69%
|
|
|
317
|
Maxele Advisors
Webster Groves,
Missouri
|
$591K
|
-$1.23K
|
-10
|
-0.2%
|
|
|
318
|
|
$589K
|
+$121K
|
+985
|
+27%
|
|
|
319
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$588K
|
+$570K
|
+4,645
|
New
|
|
|
320
|
Two Sigma Securities
New York
|
$588K
|
+$570K
|
+4,647
|
New
|
|
|
321
|
Ascent Group
Virginia Beach,
Virginia
|
$588K
|
–
|
–
|
–
|
|
|
322
|
Triumph Capital Management
Denver,
Colorado
|
$587K
|
-$34.7K
|
-283
|
-6%
|
|
|
323
|
Regions Financial Corp
Birmingham,
Alabama
|
$586K
|
-$102K
|
-827
|
-15%
|
|
|
324
|
J.W. Cole Advisors
Tampa,
Florida
|
$585K
|
-$14.6K
|
-119
|
-3%
|
|
|
325
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$580K
|
+$131K
|
+1,070
|
+30%
|
|
