|
351
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$652K
|
+$72.5K
|
+1,349
|
+13%
|
|
|
352
|
|
$647K
|
+$627K
|
+11,658
|
New
|
|
|
353
|
Essex Financial Services
Essex,
Connecticut
|
$646K
|
+$130K
|
+2,415
|
+24%
|
|
|
354
|
Steele Capital Management
Dubuque,
Iowa
|
$643K
|
+$228K
|
+4,250
|
+58%
|
|
|
355
|
Chapin Davis
Baltimore,
Maryland
|
$636K
|
+$107K
|
+1,988
|
+21%
|
|
|
356
|
Bank of New York Mellon
New York
|
$623K
|
-$43.9K
|
-816
|
-7%
|
|
|
357
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$604K
|
+$585K
|
+10,880
|
New
|
|
|
358
|
Scotia Capital
Toronto,
Ontario, Canada
|
$603K
|
+$584K
|
+10,870
|
New
|
|
|
359
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$599K
|
+$145K
|
+2,705
|
+33%
|
|
|
360
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$593K
|
+$113K
|
+2,109
|
+25%
|
|
|
361
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$591K
|
+$572K
|
+10,640
|
New
|
|
|
362
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$590K
|
–
|
–
|
–
|
|
|
363
|
Sequoia Financial Advisors
Akron,
Ohio
|
$582K
|
-$150K
|
-2,790
|
-21%
|
|
|
364
|
Capital Investment Advisors
Atlanta,
Georgia
|
$582K
|
+$564K
|
+10,488
|
New
|
|
|
365
|
Parsons Capital Management
Providence,
Rhode Island
|
$573K
|
+$142K
|
+2,642
|
+34%
|
|
|
366
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$562K
|
+$265K
|
+4,926
|
+95%
|
|
|
367
|
Csenge Advisory Group
Clearwater,
Florida
|
$559K
|
+$62.9K
|
+1,170
|
+13%
|
|
|
368
|
EP Wealth Advisors
Torrance,
California
|
$555K
|
+$199K
|
+3,700
|
+59%
|
|
|
369
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$555K
|
+$37.7K
|
+702
|
+8%
|
|
|
370
|
Precedent Wealth Partners
Houston,
Texas
|
$546K
|
+$529K
|
+9,844
|
New
|
|
|
371
|
Bridge Advisory
Pasadena,
California
|
$534K
|
+$213K
|
+3,963
|
+70%
|
|
|
372
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$524K
|
-$13.7K
|
-255
|
-3%
|
|
|
373
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$523K
|
+$3.12K
|
+58
|
+0.6%
|
|
|
374
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$523K
|
+$6.72K
|
+125
|
+1%
|
|
|
375
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$520K
|
+$3.23K
|
+60
|
+0.6%
|
|
