|
351
|
HM Payson & Co
Portland,
Maine
|
$1.74M
|
–
|
–
|
–
|
|
|
352
|
MA Private Wealth
San Carlos,
California
|
$1.7M
|
+$2.71K
|
+60
|
+0.2%
|
|
|
353
|
Sequent Asset Management
Houston,
Texas
|
$1.69M
|
–
|
–
|
–
|
|
|
354
|
Truist Financial
Charlotte,
North Carolina
|
$1.69M
|
+$65.7K
|
+1,452
|
+4%
|
|
|
355
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.65M
|
+$416K
|
+9,200
|
+33%
|
|
|
356
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.64M
|
–
|
–
|
–
|
|
|
357
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.64M
|
+$145K
|
+3,196
|
+10%
|
|
|
358
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.64M
|
-$45.2K
|
-1,000
|
-3%
|
|
|
359
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.63M
|
+$8.69K
|
+192
|
+0.5%
|
|
|
360
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.63M
|
–
|
–
|
–
|
|
|
361
|
EP Wealth Advisors
Torrance,
California
|
$1.62M
|
-$63.9K
|
-1,412
|
-4%
|
|
|
362
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.6M
|
+$26.4K
|
+584
|
+2%
|
|
|
363
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.58M
|
+$76K
|
+1,680
|
+5%
|
|
|
364
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.57M
|
-$538K
|
-11,896
|
-25%
|
|
|
365
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$1.57M
|
-$36K
|
-796
|
-2%
|
|
|
366
|
Oppenheimer Asset Management
New York
|
$1.56M
|
+$45.8K
|
+1,012
|
+3%
|
|
|
367
|
Private Vista
Chicago,
Illinois
|
$1.56M
|
–
|
–
|
–
|
|
|
368
|
Manchester Capital Management
Manchester,
Vermont
|
$1.5M
|
-$36.2K
|
-800
|
-2%
|
|
|
369
|
Whittier Trust
South Pasadena,
California
|
$1.5M
|
+$54.3K
|
+1,200
|
+4%
|
|
|
370
|
Park Avenue Securities
New York
|
$1.5M
|
+$1.51M
|
+33,276
|
New
|
|
|
371
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.49M
|
+$138K
|
+3,056
|
+10%
|
|
|
372
|
Parallel Advisors
San Francisco,
California
|
$1.49M
|
+$353K
|
+7,804
|
+31%
|
|
|
373
|
|
$1.48M
|
+$1.49M
|
+32,968
|
New
|
|
|
374
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.47M
|
-$112K
|
-2,480
|
-7%
|
|
|
375
|
Alpha Cubed Investments
Irvine,
California
|
$1.46M
|
+$71.5K
|
+1,580
|
+5%
|
|
