|
351
|
Anfield Capital Management
Irvine,
California
|
$837K
|
–
|
–
|
–
|
|
|
352
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$830K
|
-$14.2K
|
-146
|
-2%
|
|
|
353
|
Venturi Wealth Management
Austin,
Texas
|
$824K
|
-$104K
|
-1,075
|
-11%
|
|
|
354
|
Aveo Capital Partners
Englewood,
Colorado
|
$817K
|
+$494K
|
+5,094
|
+133%
|
|
|
355
|
Patron Partners
Houston,
Texas
|
$814K
|
+$15.7K
|
+162
|
+2%
|
|
|
356
|
Allianz Asset Management
Munich,
Germany
|
$809K
|
+$856K
|
+8,833
|
New
|
|
|
357
|
Ascent Group
Virginia Beach,
Virginia
|
$808K
|
+$472K
|
+4,868
|
+120%
|
|
|
358
|
Rede Wealth
Charlottesville,
Virginia
|
$787K
|
-$143K
|
-1,474
|
-15%
|
|
|
359
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$783K
|
-$170K
|
-1,758
|
-17%
|
|
|
360
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$783K
|
+$829K
|
+8,550
|
New
|
|
|
361
|
INVST
Indianapolis,
Indiana
|
$774K
|
+$129K
|
+1,328
|
+18%
|
|
|
362
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$763K
|
–
|
–
|
–
|
|
|
363
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$756K
|
-$160K
|
-1,652
|
-17%
|
|
|
364
|
Catalyst Capital Advisors
Huntington,
New York
|
$748K
|
+$69.8K
|
+720
|
+10%
|
|
|
365
|
SVB Wealth
Boston,
Massachusetts
|
$747K
|
+$7.08K
|
+73
|
+0.9%
|
|
|
366
|
Fiduciary Trust
Boston,
Massachusetts
|
$743K
|
–
|
–
|
–
|
|
|
367
|
Barings
Charlotte,
North Carolina
|
$742K
|
–
|
–
|
–
|
|
|
368
|
Koshinski Asset Management
Decatur,
Illinois
|
$736K
|
+$485
|
+5
|
+0.1%
|
|
|
369
|
Moors & Cabot
Boston,
Massachusetts
|
$730K
|
-$115K
|
-1,188
|
-13%
|
|
|
370
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$730K
|
+$130K
|
+1,345
|
+20%
|
|
|
371
|
Summit X LLC
Chesterfield,
Missouri
|
$720K
|
+$403K
|
+4,156
|
+110%
|
|
|
372
|
Merit Financial Group
Alpharetta,
Georgia
|
$707K
|
-$352K
|
-3,629
|
-32%
|
|
|
373
|
Charles Schwab Trust
Henderson,
Nevada
|
$707K
|
+$154K
|
+1,591
|
+26%
|
|
|
374
|
Tradition Wealth Management
Edina,
Minnesota
|
$693K
|
-$132K
|
-1,362
|
-15%
|
|
|
375
|
First National Bank of South Miami
South Miami,
Florida
|
$693K
|
-$27.9K
|
-288
|
-4%
|
|
