|
326
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$861K
|
-$391K
|
-3,146
|
-30%
|
|
|
327
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$856K
|
-$152K
|
-1,223
|
-14%
|
|
|
328
|
Essex Financial Services
Essex,
Connecticut
|
$846K
|
-$14.9K
|
-120
|
-2%
|
|
|
329
|
D.A. Davidson & Co
Great Falls,
Montana
|
$842K
|
-$1.74M
|
-14,037
|
-66%
|
|
|
330
|
Cresset Asset Management
Chicago,
Illinois
|
$837K
|
+$50.5K
|
+407
|
+6%
|
|
|
331
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$823K
|
+$28.2K
|
+227
|
+3%
|
|
|
332
|
HeadInvest LLC
Portland,
Maine
|
$820K
|
+$13.8K
|
+111
|
+2%
|
|
|
333
|
Whittier Trust
South Pasadena,
California
|
$819K
|
-$12.4M
|
-99,645
|
-93%
|
|
|
334
|
&Partners
Nashville,
Tennessee
|
$816K
|
-$8.69K
|
-70
|
-1%
|
|
|
335
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$811K
|
+$861K
|
+6,932
|
New
|
|
|
336
|
Principle Wealth Partners
Madison,
Connecticut
|
$804K
|
-$78.5K
|
-632
|
-8%
|
|
|
337
|
O'Rourke & Company
Boston,
Massachusetts
|
$791K
|
-$24.5K
|
-197
|
-3%
|
|
|
338
|
Bailard
Foster City,
California
|
$791K
|
-$6.33K
|
-51
|
-0.7%
|
|
|
339
|
Sovereign Financial Group
Stamford,
Connecticut
|
$791K
|
-$3.48K
|
-28
|
-0.4%
|
|
|
340
|
My Personal CFO LLC
Vancouver,
Washington
|
$787K
|
-$824K
|
-6,634
|
-100%
|
|
|
341
|
UMB Bank
Kansas City,
Missouri
|
$771K
|
+$6.58K
|
+53
|
+0.8%
|
|
|
342
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$770K
|
+$261K
|
+2,102
|
+47%
|
|
|
343
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$763K
|
+$60.2K
|
+485
|
+8%
|
|
|
344
|
Stephens Inc
Little Rock,
Arkansas
|
$759K
|
-$107K
|
-862
|
-12%
|
|
|
345
|
Scholtz & Company
Stamford,
Connecticut
|
$756K
|
+$699K
|
+5,630
|
New
|
|
|
346
|
Coastline Trust
Providence,
Rhode Island
|
$744K
|
–
|
–
|
–
|
|
|
347
|
Smith, Moore & Co
Clayton,
Missouri
|
$744K
|
+$25K
|
+201
|
+3%
|
|
|
348
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$737K
|
-$13.4K
|
-108
|
-2%
|
|
|
349
|
Bogart Wealth LLC
Mclean,
Virginia
|
$736K
|
+$757K
|
+6,095
|
+3,032%
|
|
|
350
|
Evoke Wealth
Los Angeles,
California
|
$730K
|
+$37.3K
|
+300
|
+5%
|
|
