|
451
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3.79M
|
-$28.3K
|
-209
|
-0.8%
|
|
|
452
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$3.77M
|
+$220K
|
+1,620
|
+6%
|
|
|
453
|
SkyOak Wealth
Southfield,
Michigan
|
$3.77M
|
-$3.93K
|
-29
|
-0.1%
|
|
|
454
|
Safeguard Investment Advisory Group
Corona,
California
|
$3.75M
|
+$3.6M
|
+26,538
|
New
|
|
|
455
|
Newport Wealth Strategies
Irvine,
California
|
$3.72M
|
–
|
–
|
–
|
|
|
456
|
|
$3.71M
|
+$188K
|
+1,384
|
+6%
|
|
|
457
|
Boston Family Office
Boston,
Massachusetts
|
$3.69M
|
+$385K
|
+2,841
|
+12%
|
|
|
458
|
Angeles Investment Advisors
Santa Monica,
California
|
$3.68M
|
–
|
–
|
–
|
|
|
459
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$3.67M
|
+$3.53M
|
+26,021
|
New
|
|
|
460
|
TrueWealth Advisors
Birmingham,
Alabama
|
$3.63M
|
+$3.45M
|
+25,489
|
New
|
|
|
461
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.62M
|
+$2.91M
|
+21,474
|
+100%
|
|
|
462
|
Moors & Cabot
Boston,
Massachusetts
|
$3.61M
|
+$465K
|
+3,428
|
+15%
|
|
|
463
|
WealthBridge Capital Management
Westerville,
Ohio
|
$3.58M
|
+$120K
|
+886
|
+4%
|
|
|
464
|
Cornerstone Management
Duluth,
Georgia
|
$3.56M
|
+$895K
|
+6,606
|
+35%
|
|
|
465
|
HeadInvest LLC
Portland,
Maine
|
$3.56M
|
+$364K
|
+2,685
|
+12%
|
|
|
466
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$3.56M
|
+$1.22M
|
+9,000
|
+56%
|
|
|
467
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.55M
|
+$21.3K
|
+157
|
+0.6%
|
|
|
468
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$3.53M
|
-$433K
|
-3,193
|
-11%
|
|
|
469
|
Financial Insights
Tacoma,
Washington
|
$3.52M
|
+$28.3K
|
+209
|
+0.8%
|
|
|
470
|
Ranch Capital Advisors
Sarasota,
Florida
|
$3.52M
|
+$194K
|
+1,432
|
+6%
|
|
|
471
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$3.52M
|
+$735K
|
+5,420
|
+28%
|
|
|
472
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.47M
|
-$698K
|
-5,148
|
-17%
|
|
|
473
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$3.44M
|
-$6.66M
|
-49,157
|
-67%
|
|
|
474
|
Strategic Financial Services
Utica,
New York
|
$3.44M
|
-$1.06M
|
-7,794
|
-24%
|
|
|
475
|
Level Four Advisory Services
Dallas,
Texas
|
$3.43M
|
-$1.48M
|
-10,885
|
-31%
|
|
