|
301
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$462K
|
+$60.6K
|
+295
|
+15%
|
|
|
302
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$456K
|
–
|
–
|
–
|
|
|
303
|
NorthRock Partners
Minneapolis,
Minnesota
|
$455K
|
-$7.81K
|
-38
|
-2%
|
|
|
304
|
Provident Wealth Management
Brentwood,
Tennessee
|
$452K
|
+$445K
|
+2,168
|
New
|
|
|
305
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$448K
|
-$78.5K
|
-382
|
-15%
|
|
|
306
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$446K
|
+$439K
|
+2,135
|
New
|
|
|
307
|
Advisor Partners
Walnut Creek,
California
|
$439K
|
–
|
–
|
–
|
|
|
308
|
Park Avenue Securities
New York
|
$436K
|
-$30.2K
|
-147
|
-7%
|
|
|
309
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$432K
|
+$425K
|
+2,070
|
New
|
|
|
310
|
Level Four Advisory Services
Dallas,
Texas
|
$429K
|
+$1.03K
|
+5
|
+0.2%
|
|
|
311
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$426K
|
–
|
–
|
–
|
|
|
312
|
Fort Point Capital Partners
San Francisco,
California
|
$423K
|
+$115K
|
+559
|
+38%
|
|
|
313
|
Lantz Financial
Naperville,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
314
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$420K
|
-$62.9K
|
-306
|
-13%
|
|
|
315
|
HSBC Holdings
London,
United Kingdom
|
$417K
|
–
|
–
|
–
|
|
|
316
|
High Falls Advisors
Rochester,
New York
|
$416K
|
+$410K
|
+1,994
|
New
|
|
|
317
|
RWA Wealth Partners
Newton,
Massachusetts
|
$415K
|
–
|
–
|
–
|
|
|
318
|
Schnieders Capital Management
Pasadena,
California
|
$415K
|
–
|
–
|
–
|
|
|
319
|
Citadel Advisors
Miami,
Florida
|
$415K
|
+$409K
|
+1,990
|
New
|
|
|
320
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$413K
|
–
|
–
|
–
|
|
|
321
|
Thomas Story & Son
Culver,
Indiana
|
$413K
|
–
|
–
|
–
|
|
|
322
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$406K
|
+$233K
|
+1,133
|
+139%
|
|
|
323
|
Claro Advisors
Boston,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
324
|
World Equity Group
Schaumburg,
Illinois
|
$398K
|
+$393K
|
+1,911
|
New
|
|
|
325
|
Cambridge Trust
Cambridge,
Massachusetts
|
$396K
|
-$154K
|
-749
|
-28%
|
|
