|
301
|
Cascade Financial Partners
San Diego,
California
|
$1.2M
|
+$1.19M
|
+7,180
|
New
|
|
|
302
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.2M
|
–
|
–
|
–
|
|
|
303
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.19M
|
-$35K
|
-211
|
-3%
|
|
|
304
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.19M
|
-$50K
|
-301
|
-4%
|
|
|
305
|
GSG Advisors
Mount Laurel,
New Jersey
|
$1.18M
|
+$2.66K
|
+16
|
+0.2%
|
|
|
306
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.17M
|
+$1.11M
|
+6,693
|
New
|
|
|
307
|
Graypoint LLC
Albany,
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
308
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.16M
|
-$48.3K
|
-291
|
-4%
|
|
|
309
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.15M
|
–
|
–
|
–
|
|
|
310
|
FF Advisors
Manhattan Beach,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
311
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.13M
|
-$2.3M
|
-13,841
|
-68%
|
|
|
312
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.13M
|
-$7.8K
|
-47
|
-0.7%
|
|
|
313
|
Washington Trust Bank
Spokane,
Washington
|
$1.12M
|
–
|
–
|
–
|
|
|
314
|
Bull Street Advisors
Savannah,
Georgia
|
$1.11M
|
+$166
|
+1
|
+0%
|
|
|
315
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.11M
|
-$27.9K
|
-168
|
-3%
|
|
|
316
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.11M
|
-$296K
|
-1,780
|
-22%
|
|
|
317
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.1M
|
+$69.2K
|
+417
|
+7%
|
|
|
318
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.1M
|
+$167K
|
+1,004
|
+19%
|
|
|
319
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.08M
|
-$16.6K
|
-100
|
-2%
|
|
|
320
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.08M
|
+$67.6K
|
+407
|
+7%
|
|
|
321
|
Park National Corp
Newark,
Ohio
|
$1.08M
|
–
|
–
|
–
|
|
|
322
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.08M
|
+$2.66K
|
+16
|
+0.3%
|
|
|
323
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.08M
|
+$2.82K
|
+17
|
+0.3%
|
|
|
324
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$1.08M
|
+$18.3K
|
+110
|
+2%
|
|
|
325
|
Choreo LLC
Rockford,
Illinois
|
$1.07M
|
+$18.8K
|
+113
|
+2%
|
|
