|
451
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.25M
|
+$390K
|
+2,528
|
+13%
|
|
|
452
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$3.24M
|
-$26.5K
|
-172
|
-0.8%
|
|
|
453
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$3.22M
|
+$810K
|
+5,248
|
+31%
|
|
|
454
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$3.22M
|
+$103K
|
+670
|
+3%
|
|
|
455
|
Belpointe Asset Management
Reno,
Nevada
|
$3.18M
|
-$495K
|
-3,209
|
-13%
|
|
|
456
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.17M
|
-$39.5K
|
-256
|
-1%
|
|
|
457
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.14M
|
-$249K
|
-1,614
|
-7%
|
|
|
458
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.14M
|
+$1.32M
|
+8,575
|
+67%
|
|
|
459
|
Leuthold Group
Minneapolis,
Minnesota
|
$3.13M
|
-$329K
|
-2,132
|
-9%
|
|
|
460
|
CWC Advisors
Lake Oswego,
Oregon
|
$3.13M
|
-$20.7K
|
-134
|
-0.6%
|
|
|
461
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.13M
|
-$280K
|
-1,818
|
-8%
|
|
|
462
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$3.12M
|
+$2.38M
|
+15,399
|
+261%
|
|
|
463
|
Spinnaker Investment Group
Newport Beach,
California
|
$3.11M
|
+$612K
|
+3,965
|
+23%
|
|
|
464
|
Channel Wealth
Santa Barbara,
California
|
$3.11M
|
+$594K
|
+3,854
|
+22%
|
|
|
465
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$3.1M
|
-$77.7K
|
-504
|
-2%
|
|
|
466
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$3.08M
|
+$155K
|
+1,007
|
+5%
|
|
|
467
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.08M
|
+$341K
|
+2,210
|
+12%
|
|
|
468
|
PCG Asset Management
Gladstone,
New Jersey
|
$3.06M
|
+$185K
|
+1,197
|
+6%
|
|
|
469
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$3.03M
|
-$166K
|
-1,073
|
-5%
|
|
|
470
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.03M
|
-$443K
|
-2,871
|
-12%
|
|
|
471
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$3.03M
|
+$23K
|
+149
|
+0.7%
|
|
|
472
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$3.02M
|
-$50.1K
|
-325
|
-2%
|
|
|
473
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$3.01M
|
+$26.5K
|
+172
|
+0.8%
|
|
|
474
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$3.01M
|
+$92.4K
|
+599
|
+3%
|
|
|
475
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3M
|
-$278K
|
-1,800
|
-8%
|
|
