|
401
|
SageView Advisory Group
Newport Beach,
California
|
$199K
|
+$199K
|
+8,212
|
New
|
|
|
402
|
Asset Dedication LLC
San Francisco,
California
|
$183K
|
+$24
|
+1
|
+0%
|
|
|
403
|
Coastline Trust
Providence,
Rhode Island
|
$179K
|
–
|
–
|
–
|
|
|
404
|
Fidelity Investments
Boston,
Massachusetts
|
$177K
|
+$103K
|
+4,256
|
+140%
|
|
|
405
|
Physician Wealth Advisors
Midvale,
Utah
|
$171K
|
–
|
–
|
–
|
|
|
406
|
Harbour Investments
Madison,
Wisconsin
|
$155K
|
-$9.07K
|
-374
|
-6%
|
|
|
407
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$152K
|
+$99.3K
|
+4,097
|
+189%
|
|
|
408
|
AE Wealth Management
Topeka,
Kansas
|
$145K
|
+$36.8K
|
+1,519
|
+34%
|
|
|
409
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$140K
|
+$140K
|
+5,770
|
New
|
|
|
410
|
Bogart Wealth LLC
Mclean,
Virginia
|
$130K
|
-$5.84K
|
-241
|
-4%
|
|
|
411
|
Private Trust Company
Cleveland,
Ohio
|
$123K
|
-$1.89K
|
-78
|
-2%
|
|
|
412
|
GAMMA Investing
Foster City,
California
|
$120K
|
+$2.38K
|
+98
|
+2%
|
|
|
413
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$117K
|
–
|
–
|
–
|
|
|
414
|
Addison Advisors
Middlebury,
Vermont
|
$100K
|
–
|
–
|
–
|
|
|
415
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$91.5K
|
–
|
–
|
–
|
|
|
416
|
CNB Bank
Clearfield,
Pennsylvania
|
$90.5K
|
+$53.8K
|
+2,218
|
+146%
|
|
|
417
|
Align Financial
Hermantown,
Minnesota
|
$88.3K
|
+$2.14M
|
+88,343
|
New
|
|
|
418
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$85.2K
|
–
|
–
|
–
|
|
|
419
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$84.8K
|
+$1.65K
|
+68
|
+2%
|
|
|
420
|
McIlrath & Eck
Arlington,
Washington
|
$76.4K
|
+$5.02K
|
+207
|
+7%
|
|
|
421
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$72.7K
|
+$72.7K
|
+3,000
|
New
|
|
|
422
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$71.4K
|
-$5.33K
|
-220
|
-7%
|
|
|
423
|
Boreal Capital Management
Miami,
Florida
|
$63K
|
–
|
–
|
–
|
|
|
424
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$62K
|
–
|
–
|
–
|
|
|
425
|
CVA Family Office
Denver,
Colorado
|
$61.1K
|
–
|
–
|
–
|
|
