|
376
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.28M
|
-$252K
|
-2,326
|
-17%
|
|
|
377
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.26M
|
+$77.9K
|
+720
|
+7%
|
|
|
378
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$1.26M
|
-$102K
|
-941
|
-8%
|
|
|
379
|
Private Trust Company
Cleveland,
Ohio
|
$1.26M
|
+$47K
|
+434
|
+4%
|
|
|
380
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.25M
|
–
|
–
|
–
|
|
|
381
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.25M
|
+$78.4K
|
+725
|
+7%
|
|
|
382
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.24M
|
+$9.74K
|
+90
|
+0.8%
|
|
|
383
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.24M
|
+$5.19K
|
+48
|
+0.4%
|
|
|
384
|
Willner & Heller
Encino,
California
|
$1.23M
|
+$32K
|
+296
|
+3%
|
|
|
385
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.23M
|
-$23.5K
|
-217
|
-2%
|
|
|
386
|
Cadence Bank
Tupelo,
Mississippi
|
$1.22M
|
-$7.68K
|
-71
|
-0.7%
|
|
|
387
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.22M
|
+$29.2K
|
+270
|
+3%
|
|
|
388
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.22M
|
-$12.3K
|
-114
|
-1%
|
|
|
389
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.21M
|
-$13.5M
|
-124,980
|
-92%
|
|
|
390
|
Whittier Trust
South Pasadena,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
391
|
Advisory Services Network
Atlanta,
Georgia
|
$1.2M
|
+$71.3K
|
+659
|
+7%
|
|
|
392
|
Orin Green Financial
San Diego,
California
|
$1.19M
|
-$1.13M
|
-10,452
|
Closed
|
|
|
393
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.19M
|
–
|
–
|
–
|
|
|
394
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.19M
|
+$1.73K
|
+16
|
+0.2%
|
|
|
395
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.18M
|
–
|
–
|
–
|
|
|
396
|
Mission Wealth Management
Santa Barbara,
California
|
$1.16M
|
+$56.1K
|
+519
|
+5%
|
|
|
397
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.16M
|
+$1.03M
|
+9,551
|
+792%
|
|
|
398
|
Atria Investments
Charlotte,
North Carolina
|
$1.16M
|
-$99K
|
-915
|
-8%
|
|
|
399
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$1.15M
|
–
|
–
|
–
|
|
|
400
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.14M
|
–
|
–
|
–
|
|
