|
351
|
Portland Global Advisors
Portland,
Maine
|
$249K
|
–
|
–
|
–
|
|
|
352
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$246K
|
-$131K
|
-2,603
|
-35%
|
|
|
353
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$246K
|
–
|
–
|
–
|
|
|
354
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$245K
|
-$123K
|
-2,453
|
-33%
|
|
|
355
|
Davenport & Co
Richmond,
Virginia
|
$241K
|
-$10.6K
|
-211
|
-4%
|
|
|
356
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$236K
|
-$5.79M
|
-115,337
|
-96%
|
|
|
357
|
Meridian Wealth Management
Lexington,
Kentucky
|
$234K
|
+$233K
|
+4,652
|
New
|
|
|
358
|
Clarity Wealth Advisors
San Jose,
California
|
$229K
|
-$164K
|
-3,271
|
-42%
|
|
|
359
|
LJI Wealth Management
Indianapolis,
Indiana
|
$227K
|
-$1.75M
|
-34,803
|
-89%
|
|
|
360
|
Formidable Asset Management
Cincinnati,
Ohio
|
$225K
|
+$226K
|
+4,500
|
New
|
|
|
361
|
Shufro Rose & Co
New York
|
$225K
|
+$224K
|
+4,469
|
New
|
|
|
362
|
Truist Financial
Charlotte,
North Carolina
|
$224K
|
+$9.18K
|
+183
|
+4%
|
|
|
363
|
|
$221K
|
+$401
|
+8
|
+0.2%
|
|
|
364
|
WealthShield Partners
Cary,
North Carolina
|
$220K
|
-$6.52K
|
-130
|
-3%
|
|
|
365
|
Scotia Capital
Toronto,
Ontario, Canada
|
$216K
|
–
|
–
|
–
|
|
|
366
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$214K
|
-$5.12K
|
-102
|
-2%
|
|
|
367
|
Seed Wealth Management
Evanston,
Illinois
|
$214K
|
–
|
–
|
–
|
|
|
368
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$210K
|
-$85.8K
|
-1,710
|
-29%
|
|
|
369
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$206K
|
–
|
–
|
–
|
|
|
370
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$206K
|
-$186K
|
-3,700
|
-47%
|
|
|
371
|
Continuum Advisory
Eagle,
Idaho
|
$203K
|
+$203K
|
+4,043
|
New
|
|
|
372
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$202K
|
–
|
–
|
–
|
|
|
373
|
Elmwood Wealth Management
Berkeley,
California
|
$201K
|
–
|
–
|
–
|
|
|
374
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
375
|
WhitTier Trust Company
Reno,
Nevada
|
$200K
|
-$710K
|
-14,163
|
-78%
|
|
