|
476
|
SVB Wealth
Boston,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
477
|
FPC Investment Advisory
Petaluma,
California
|
$1.17M
|
-$28.9K
|
-209
|
-3%
|
|
|
478
|
CX Institutional
Auburn,
Indiana
|
$1.16M
|
-$38.4K
|
-278
|
-3%
|
|
|
479
|
Franklin Resources
San Mateo,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
480
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.16M
|
+$104K
|
+756
|
+11%
|
|
|
481
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.16M
|
+$358K
|
+2,587
|
+51%
|
|
|
482
|
Alterna Wealth Management
Houston,
Texas
|
$1.15M
|
+$726K
|
+5,253
|
+221%
|
|
|
483
|
Regimen Wealth
Atlanta,
Georgia
|
$1.14M
|
-$27.6K
|
-200
|
-3%
|
|
|
484
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.14M
|
-$335K
|
-2,421
|
-25%
|
|
|
485
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.13M
|
+$54.7K
|
+396
|
+6%
|
|
|
486
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
487
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$1.13M
|
-$11.3K
|
-82
|
-1%
|
|
|
488
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.12M
|
+$23.5K
|
+170
|
+2%
|
|
|
489
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.11M
|
+$341K
|
+2,470
|
+50%
|
|
|
490
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.11M
|
+$244K
|
+1,764
|
+31%
|
|
|
491
|
NBC Securities
Birmingham,
Alabama
|
$1.1M
|
-$13K
|
-94
|
-1%
|
|
|
492
|
Cooper Financial Group
Irvine,
California
|
$1.09M
|
+$1.24K
|
+9
|
+0.1%
|
|
|
493
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.09M
|
–
|
–
|
–
|
|
|
494
|
Lane & Associates
Moorestown,
New Jersey
|
$1.08M
|
+$43.4K
|
+314
|
+5%
|
|
|
495
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.08M
|
+$21.3K
|
+154
|
+2%
|
|
|
496
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.08M
|
+$51K
|
+369
|
+5%
|
|
|
497
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.08M
|
-$19.3K
|
-140
|
-2%
|
|
|
498
|
Kaydan Wealth Management
Fenton,
Michigan
|
$1.08M
|
–
|
–
|
–
|
|
|
499
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.08M
|
+$724K
|
+5,237
|
+271%
|
|
|
500
|
Sutton Place Investors
Katonah,
New York
|
$1.07M
|
+$62.2K
|
+450
|
+7%
|
|
