|
351
|
Parallel Advisors
San Francisco,
California
|
$81K
|
+$28.9K
|
+1,114
|
+57%
|
|
|
352
|
Versant Capital Management
Phoenix,
Arizona
|
$80K
|
–
|
–
|
–
|
|
|
353
|
Pathstone Family Office
Englewood,
New Jersey
|
$79K
|
+$78.2K
|
+3,012
|
New
|
|
|
354
|
Catamount Wealth Management
Westport,
Connecticut
|
$76K
|
+$75.3K
|
+2,900
|
New
|
|
|
355
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$73K
|
-$15.6K
|
-600
|
-18%
|
|
|
356
|
WhitTier Trust Company
Reno,
Nevada
|
$71K
|
–
|
–
|
–
|
|
|
357
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$69K
|
–
|
–
|
–
|
|
|
358
|
Next Financial Group
Houston,
Texas
|
$65K
|
-$38.2K
|
-1,470
|
-37%
|
|
|
359
|
Patten Group
Chattanooga,
Tennessee
|
$63K
|
-$260
|
-10
|
-0.4%
|
|
|
360
|
Bollard Group
Boston,
Massachusetts
|
$63K
|
+$208
|
+8
|
+0.3%
|
|
|
361
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$57K
|
+$56.7K
|
+2,184
|
New
|
|
|
362
|
BB&T Investment Services
Charlotte,
North Carolina
|
$56K
|
+$5.14K
|
+198
|
+10%
|
|
|
363
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$54K
|
-$32.1M
|
-1,236,900
|
-100%
|
|
|
364
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$45K
|
+$44.1K
|
+1,700
|
New
|
|
|
365
|
Edge Advisors
Atlanta,
Georgia
|
$43K
|
–
|
–
|
–
|
|
|
366
|
SEI Investments
Oaks,
Pennsylvania
|
$43K
|
+$29.5K
|
+1,138
|
+223%
|
|
|
367
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$42K
|
-$7.27K
|
-280
|
-15%
|
|
|
368
|
Perigon Wealth Management
San Francisco,
California
|
$42K
|
–
|
–
|
–
|
|
|
369
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$34K
|
-$6.91K
|
-266
|
-17%
|
|
|
370
|
Global Retirement Partners
San Rafael,
California
|
$34K
|
+$11.1K
|
+428
|
+49%
|
|
|
371
|
Intellectus Partners
San Francisco,
California
|
$31K
|
-$10.4K
|
-400
|
-25%
|
|
|
372
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$31K
|
–
|
–
|
–
|
|
|
373
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$30K
|
-$15.6K
|
-600
|
-34%
|
|
|
374
|
Reilly Financial Advisors
La Mesa,
California
|
$26K
|
–
|
–
|
–
|
|
|
375
|
|
$25K
|
–
|
–
|
–
|
|
