|
351
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
352
|
10Elms LLP
Tulsa,
Oklahoma
|
$1.1M
|
+$140K
|
+2,728
|
+14%
|
|
|
353
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.09M
|
-$771K
|
-15,038
|
-41%
|
|
|
354
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1.08M
|
-$53.7K
|
-1,047
|
-5%
|
|
|
355
|
PCG Asset Management
Gladstone,
New Jersey
|
$1.07M
|
-$7.95K
|
-155
|
-0.7%
|
|
|
356
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$1.06M
|
-$257K
|
-5,015
|
-19%
|
|
|
357
|
Community Bank
Dewitt,
New York
|
$1.06M
|
-$15.4K
|
-300
|
-1%
|
|
|
358
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.06M
|
-$134K
|
-2,614
|
-11%
|
|
|
359
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$1.05M
|
+$1.06M
|
+20,732
|
New
|
|
|
360
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.04M
|
+$1.04M
|
+20,270
|
+12,512%
|
|
|
361
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.03M
|
+$34.1K
|
+665
|
+3%
|
|
|
362
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.03M
|
+$165K
|
+3,219
|
+19%
|
|
|
363
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.03M
|
-$4.26K
|
-83
|
-0.4%
|
|
|
364
|
Centennial Bank
Conway,
Arkansas
|
$1.02M
|
+$219K
|
+4,279
|
+27%
|
|
|
365
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.02M
|
-$41.3K
|
-806
|
-4%
|
|
|
366
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.01M
|
+$29.2K
|
+570
|
+3%
|
|
|
367
|
Cary Street Partners
Richmond,
Virginia
|
$1.01M
|
+$76K
|
+1,481
|
+8%
|
|
|
368
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.01M
|
-$115K
|
-2,238
|
-10%
|
|
|
369
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$990K
|
+$203K
|
+3,964
|
+26%
|
|
|
370
|
Axxcess Wealth Management
Carlsbad,
California
|
$987K
|
+$996K
|
+19,411
|
New
|
|
|
371
|
Peak Retirement Planning
Columbus,
Ohio
|
$984K
|
-$12.5M
|
-244,641
|
-93%
|
|
|
372
|
ticino wealth
Mission Viejo,
California
|
$983K
|
+$992K
|
+19,340
|
New
|
|
|
373
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$964K
|
-$14.2K
|
-276
|
-1%
|
|
|
374
|
Arista Wealth Management
Las Vegas,
Nevada
|
$962K
|
–
|
–
|
–
|
|
|
375
|
United Capital Financial Advisors
Irving,
Texas
|
$949K
|
-$18.2K
|
-354
|
-2%
|
|
