|
301
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$367K
|
-$15.9K
|
-262
|
-4%
|
|
|
302
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$365K
|
-$41.3K
|
-682
|
-10%
|
|
|
303
|
Parkside Advisors
Berkeley,
California
|
$362K
|
-$646K
|
-10,658
|
-63%
|
|
|
304
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$356K
|
+$371K
|
+6,112
|
New
|
|
|
305
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$351K
|
-$8.55K
|
-141
|
-2%
|
|
|
306
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$350K
|
-$2.48K
|
-41
|
-0.7%
|
|
|
307
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$348K
|
+$362K
|
+5,969
|
New
|
|
|
308
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$348K
|
+$362K
|
+5,976
|
New
|
|
|
309
|
Gemmer Asset Management
Walnut Creek,
California
|
$337K
|
+$350K
|
+5,778
|
New
|
|
|
310
|
Cambridge Trust
Cambridge,
Massachusetts
|
$332K
|
-$207K
|
-3,412
|
-37%
|
|
|
311
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$329K
|
+$8.06K
|
+133
|
+2%
|
|
|
312
|
Bank of New York Mellon
New York
|
$329K
|
+$90.8K
|
+1,498
|
+36%
|
|
|
313
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$321K
|
–
|
–
|
–
|
|
|
314
|
Prospera Financial Services
Dallas,
Texas
|
$320K
|
+$606
|
+10
|
+0.2%
|
|
|
315
|
Strategic Financial Services
Utica,
New York
|
$320K
|
+$332K
|
+5,480
|
New
|
|
|
316
|
Brighton Jones LLC
Seattle,
Washington
|
$310K
|
+$322K
|
+5,315
|
New
|
|
|
317
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$306K
|
+$318K
|
+5,250
|
New
|
|
|
318
|
Avantax Advisory Services
Dallas,
Texas
|
$304K
|
+$16.1K
|
+265
|
+5%
|
|
|
319
|
Rockbridge Investment Management
Syracuse,
New York
|
$301K
|
-$16.1K
|
-265
|
-5%
|
|
|
320
|
Fiduciary Trust
Boston,
Massachusetts
|
$301K
|
-$18.2K
|
-300
|
-5%
|
|
|
321
|
Comerica Securities
Detroit,
Michigan
|
$299K
|
–
|
–
|
–
|
|
|
322
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$287K
|
+$299K
|
+4,925
|
New
|
|
|
323
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$285K
|
-$51.4K
|
-848
|
-15%
|
|
|
324
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$282K
|
-$4.3K
|
-71
|
-1%
|
|
|
325
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$282K
|
+$2.18K
|
+36
|
+0.8%
|
|
