|
301
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.32M
|
-$837K
|
-7,208
|
-39%
|
|
|
302
|
Park Avenue Securities
New York
|
$1.31M
|
-$778K
|
-6,707
|
-37%
|
|
|
303
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.29M
|
-$391K
|
-3,371
|
-23%
|
|
|
304
|
Cascade Financial Partners
San Diego,
California
|
$1.29M
|
+$1.31M
|
+11,282
|
New
|
|
|
305
|
Commerce Bank
Kansas City,
Missouri
|
$1.27M
|
-$101K
|
-868
|
-7%
|
|
|
306
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.26M
|
-$208K
|
-1,795
|
-14%
|
|
|
307
|
Martin Capital Partners
Eugene,
Oregon
|
$1.23M
|
-$8.47K
|
-73
|
-0.7%
|
|
|
308
|
|
$1.21M
|
–
|
–
|
–
|
|
|
309
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$1.21M
|
-$347K
|
-2,987
|
-22%
|
|
|
310
|
Becker Capital Management
Portland,
Oregon
|
$1.2M
|
–
|
–
|
–
|
|
|
311
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.19M
|
+$34.8K
|
+300
|
+3%
|
|
|
312
|
UMB Bank
Kansas City,
Missouri
|
$1.19M
|
+$123K
|
+1,056
|
+11%
|
|
|
313
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.18M
|
+$45.1K
|
+389
|
+4%
|
|
|
314
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.14M
|
+$1.14M
|
+9,825
|
New
|
|
|
315
|
Pacific Financial Group
Bellevue,
Washington
|
$1.13M
|
-$36.9K
|
-318
|
-3%
|
|
|
316
|
MGO One Seven
Beachwood,
Ohio
|
$1.12M
|
-$365K
|
-3,148
|
-25%
|
|
|
317
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.1M
|
-$23.1K
|
-199
|
-2%
|
|
|
318
|
Cadence Bank
Tupelo,
Mississippi
|
$1.1M
|
-$42.4K
|
-365
|
-4%
|
|
|
319
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.1M
|
+$1.1M
|
+9,514
|
New
|
|
|
320
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.1M
|
+$530K
|
+4,567
|
+89%
|
|
|
321
|
Vontobel Holding
Zurich,
Switzerland
|
$1.1M
|
-$84K
|
-724
|
-7%
|
|
|
322
|
GenWealth Group
Maplewood,
New Jersey
|
$1.1M
|
-$158K
|
-1,360
|
-13%
|
|
|
323
|
New Century Financial Group
Princeton,
New Jersey
|
$1.07M
|
+$251K
|
+2,161
|
+30%
|
|
|
324
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.07M
|
–
|
–
|
–
|
|
|
325
|
NBT Bank
Norwich,
New York
|
$1.07M
|
–
|
–
|
–
|
|
