|
301
|
Portland Financial Advisors
Port Washington,
New York
|
$651K
|
+$685K
|
+10,256
|
New
|
|
|
302
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$643K
|
–
|
–
|
–
|
|
|
303
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$642K
|
-$14.4K
|
-216
|
-2%
|
|
|
304
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$635K
|
+$668K
|
+10,000
|
New
|
|
|
305
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$626K
|
+$658K
|
+9,862
|
New
|
|
|
306
|
Miracle Mile Advisors
Los Angeles,
California
|
$625K
|
-$271K
|
-4,064
|
-29%
|
|
|
307
|
NWAM LLC
Mercer Island,
Washington
|
$622K
|
+$92K
|
+1,378
|
+16%
|
|
|
308
|
Sunesis Advisors
Overland Park,
Kansas
|
$617K
|
–
|
–
|
–
|
|
|
309
|
Y-Intercept (HK)
Hong Kong
|
$613K
|
+$267K
|
+3,993
|
+71%
|
|
|
310
|
Essex Financial Services
Essex,
Connecticut
|
$610K
|
+$200
|
+3
|
+0%
|
|
|
311
|
Sompo Asset Management
Tokyo,
Japan
|
$610K
|
-$14K
|
-209
|
-2%
|
|
|
312
|
Brown Advisory
Baltimore,
Maryland
|
$608K
|
+$3.6K
|
+54
|
+0.6%
|
|
|
313
|
Zurich Insurance Group
Zurich,
Switzerland
|
$607K
|
+$632K
|
+9,470
|
New
|
|
|
314
|
Arete Wealth Advisors
Chicago,
Illinois
|
$594K
|
-$546K
|
-8,175
|
-47%
|
|
|
315
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$586K
|
+$616K
|
+9,232
|
New
|
|
|
316
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$584K
|
-$63K
|
-944
|
-9%
|
|
|
317
|
Westside Investment Management
Santa Monica,
California
|
$582K
|
+$505K
|
+7,566
|
+473%
|
|
|
318
|
LifeWealth Investments
Winter Garden,
Florida
|
$579K
|
+$609K
|
+9,126
|
New
|
|
|
319
|
Caprock Group
Boise,
Idaho
|
$565K
|
+$134
|
+2
|
+0%
|
|
|
320
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$562K
|
+$6.61K
|
+99
|
+1%
|
|
|
321
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$560K
|
-$1.31M
|
-19,555
|
-69%
|
|
|
322
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$559K
|
-$3.14K
|
-47
|
-0.5%
|
|
|
323
|
HeadInvest LLC
Portland,
Maine
|
$557K
|
–
|
–
|
–
|
|
|
324
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$556K
|
-$269K
|
-4,030
|
-32%
|
|
|
325
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$553K
|
-$34.1K
|
-511
|
-6%
|
|
