|
301
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.36M
|
+$245K
|
+2,500
|
+22%
|
|
|
302
|
Bank of the West
Monterey Park,
California
|
$1.35M
|
-$117K
|
-1,191
|
-8%
|
|
|
303
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.35M
|
-$402K
|
-4,098
|
-23%
|
|
|
304
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$1.34M
|
+$1.35M
|
+13,776
|
New
|
|
|
305
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.33M
|
+$50.6K
|
+516
|
+4%
|
|
|
306
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.32M
|
-$880K
|
-8,971
|
-40%
|
|
|
307
|
Synovus Financial
Columbus,
Georgia
|
$1.3M
|
-$90.7K
|
-925
|
-6%
|
|
|
308
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.3M
|
+$1.3M
|
+13,300
|
New
|
|
|
309
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.27M
|
-$167K
|
-1,700
|
-12%
|
|
|
310
|
Range Financial Group
Tigard,
Oregon
|
$1.26M
|
-$935K
|
-9,530
|
-42%
|
|
|
311
|
WealthShield Partners
Cary,
North Carolina
|
$1.25M
|
+$9.61K
|
+98
|
+0.8%
|
|
|
312
|
Natixis Advisors
Boston,
Massachusetts
|
$1.25M
|
+$1.25M
|
+12,790
|
New
|
|
|
313
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.25M
|
+$538K
|
+5,487
|
+75%
|
|
|
314
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.23M
|
+$161K
|
+1,640
|
+15%
|
|
|
315
|
Comerica Bank
Dallas,
Texas
|
$1.23M
|
-$164K
|
-1,674
|
-12%
|
|
|
316
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.21M
|
+$1.21M
|
+12,386
|
New
|
|
|
317
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.2M
|
+$119K
|
+1,218
|
+11%
|
|
|
318
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.17M
|
-$103K
|
-1,051
|
-8%
|
|
|
319
|
Emerald Advisors
Bellevue,
Washington
|
$1.17M
|
-$262K
|
-2,673
|
-18%
|
|
|
320
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.17M
|
-$48.5K
|
-495
|
-4%
|
|
|
321
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.15M
|
-$8.04K
|
-82
|
-0.7%
|
|
|
322
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.15M
|
+$1.16M
|
+11,831
|
New
|
|
|
323
|
tru Independence
Portland,
Oregon
|
$1.15M
|
-$130K
|
-1,322
|
-10%
|
|
|
324
|
Wedbush Securities
Los Angeles,
California
|
$1.15M
|
-$205K
|
-2,092
|
-15%
|
|
|
325
|
Source Financial Advisors
New York
|
$1.14M
|
-$25K
|
-255
|
-2%
|
|
