|
301
|
Argent Trust Co
Nashville,
Tennessee
|
$886K
|
–
|
–
|
–
|
|
|
302
|
Peregrine Asset Advisers
Portland,
Oregon
|
$876K
|
+$935K
|
+9,821
|
New
|
|
|
303
|
Willow Creek Wealth Management
Sebastopol,
California
|
$876K
|
–
|
–
|
–
|
|
|
304
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$875K
|
+$721K
|
+7,566
|
+337%
|
|
|
305
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$849K
|
–
|
–
|
–
|
|
|
306
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$845K
|
–
|
–
|
–
|
|
|
307
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$844K
|
+$7.91K
|
+83
|
+0.9%
|
|
|
308
|
Private Trust Company
Cleveland,
Ohio
|
$842K
|
+$476
|
+5
|
+0.1%
|
|
|
309
|
Unionview LLC
Seattle,
Washington
|
$833K
|
+$95.8K
|
+1,006
|
+12%
|
|
|
310
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$830K
|
–
|
–
|
–
|
|
|
311
|
CoreCap Advisors
Southfield,
Michigan
|
$825K
|
-$24.7K
|
-259
|
-3%
|
|
|
312
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$822K
|
-$95.9K
|
-1,007
|
-10%
|
|
|
313
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$820K
|
+$72K
|
+756
|
+9%
|
|
|
314
|
Concentric Wealth Management
Lafayette,
California
|
$808K
|
-$6.1K
|
-64
|
-0.7%
|
|
|
315
|
Y-Intercept (HK)
Hong Kong
|
$803K
|
+$858K
|
+9,005
|
New
|
|
|
316
|
Vickerman Investment Advisors
Spokane,
Washington
|
$800K
|
-$1.24K
|
-13
|
-0.1%
|
|
|
317
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$800K
|
+$38K
|
+399
|
+5%
|
|
|
318
|
Wealthspire Advisors (New York)
New York
|
$789K
|
+$62.3K
|
+654
|
+8%
|
|
|
319
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$783K
|
–
|
–
|
–
|
|
|
320
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$777K
|
–
|
–
|
–
|
|
|
321
|
WealthShield Partners
Cary,
North Carolina
|
$775K
|
-$53.6K
|
-563
|
-6%
|
|
|
322
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$768K
|
+$11.7K
|
+123
|
+1%
|
|
|
323
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$762K
|
-$1.17M
|
-12,322
|
-59%
|
|
|
324
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$753K
|
-$57.9K
|
-608
|
-7%
|
|
|
325
|
Brown Advisory
Baltimore,
Maryland
|
$751K
|
-$8.29K
|
-87
|
-1%
|
|
