|
276
|
WealthSource Partners
San Luis Obispo,
California
|
$1.13M
|
+$861K
|
+12,213
|
+293%
|
|
|
277
|
First United Bank & Trust
Oakland,
Maryland
|
$1.12M
|
-$23.3K
|
-330
|
-2%
|
|
|
278
|
Occidental Asset Management
Burlingame,
California
|
$1.11M
|
-$66.1K
|
-938
|
-5%
|
|
|
279
|
IFG Advisory
Atlanta,
Georgia
|
$1.1M
|
+$747K
|
+10,606
|
+196%
|
|
|
280
|
|
$1.09M
|
-$2.11M
|
-29,920
|
-65%
|
|
|
281
|
|
$1.09M
|
–
|
–
|
–
|
|
|
282
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.08M
|
+$187K
|
+2,658
|
+20%
|
|
|
283
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.08M
|
-$4.44K
|
-63
|
-0.4%
|
|
|
284
|
Marcum Wealth
Cleveland,
Ohio
|
$1.07M
|
-$83.4K
|
-1,183
|
-7%
|
|
|
285
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.06M
|
+$66.6K
|
+945
|
+7%
|
|
|
286
|
Belpointe Asset Management
Reno,
Nevada
|
$1.06M
|
-$102K
|
-1,453
|
-9%
|
|
|
287
|
Harper Investing
Santa Clara,
California
|
$1.04M
|
+$1.06M
|
+15,114
|
New
|
|
|
288
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.03M
|
-$2.83M
|
-40,126
|
-73%
|
|
|
289
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.03M
|
+$105K
|
+1,489
|
+11%
|
|
|
290
|
RiverGlades Family Offices
Naples,
Florida
|
$1.03M
|
-$70.8K
|
-1,005
|
-6%
|
|
|
291
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$1.03M
|
+$357K
|
+5,060
|
+51%
|
|
|
292
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$110K
|
+1,560
|
+12%
|
|
|
293
|
Park Avenue Securities
New York
|
$999K
|
+$371K
|
+5,271
|
+57%
|
|
|
294
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$978K
|
+$686K
|
+9,736
|
+217%
|
|
|
295
|
9258 Wealth Management
Blue Ash,
Ohio
|
$957K
|
-$48.5K
|
-689
|
-5%
|
|
|
296
|
Bailard
Foster City,
California
|
$953K
|
+$42.1K
|
+598
|
+5%
|
|
|
297
|
WESPAC Advisors SoCal
Pasadena,
California
|
$931K
|
+$14.6K
|
+207
|
+2%
|
|
|
298
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$929K
|
+$6.2K
|
+88
|
+0.7%
|
|
|
299
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$926K
|
+$310K
|
+4,399
|
+49%
|
|
|
300
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$923K
|
+$54.6K
|
+775
|
+6%
|
|
