|
1201
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$724K
|
+$49.8K
|
+816
|
+8%
|
|
|
1202
|
Weatherly Asset Management
Del Mar,
California
|
$721K
|
–
|
–
|
–
|
|
|
1203
|
Grand Jean Capital Management
San Francisco,
California
|
$720K
|
–
|
–
|
–
|
|
|
1204
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$719K
|
+$715K
|
+11,718
|
New
|
|
|
1205
|
|
$718K
|
-$191K
|
-3,130
|
-21%
|
|
|
1206
|
Train Babcock Advisors
New York
|
$716K
|
-$68.1K
|
-1,115
|
-9%
|
|
|
1207
|
Webster Bank
Waterbury,
Connecticut
|
$716K
|
+$15.9K
|
+261
|
+2%
|
|
|
1208
|
Nadler Financial Group
Deerfield,
Illinois
|
$711K
|
+$11.1K
|
+182
|
+2%
|
|
|
1209
|
Callahan Advisors
Houston,
Texas
|
$708K
|
–
|
–
|
–
|
|
|
1210
|
North American Management
Boston,
Massachusetts
|
$706K
|
-$34.5K
|
-566
|
-5%
|
|
|
1211
|
Paradigm Asset Management
New York
|
$704K
|
+$687K
|
+11,250
|
New
|
|
|
1212
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$703K
|
-$17.3K
|
-283
|
-2%
|
|
|
1213
|
Mission Wealth Management
Santa Barbara,
California
|
$701K
|
+$41.4K
|
+679
|
+6%
|
|
|
1214
|
Davidson Investment Advisors
Great Falls,
Montana
|
$695K
|
+$21.9K
|
+358
|
+3%
|
|
|
1215
|
Intersect Capital
San Ramon,
California
|
$695K
|
+$23.9K
|
+391
|
+4%
|
|
|
1216
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$692K
|
+$18K
|
+295
|
+3%
|
|
|
1217
|
Montecito Bank & Trust
Santa Barbara,
California
|
$690K
|
+$50.6K
|
+829
|
+8%
|
|
|
1218
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$689K
|
–
|
–
|
–
|
|
|
1219
|
Lido Advisors
Los Angeles,
California
|
$688K
|
+$212K
|
+3,465
|
+46%
|
|
|
1220
|
Arrow Financial
Glens Falls,
New York
|
$685K
|
-$12K
|
-197
|
-2%
|
|
|
1221
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$685K
|
+$977
|
+16
|
+0.1%
|
|
|
1222
|
Pillar Pacific Capital Management
Pacifica,
California
|
$684K
|
–
|
–
|
–
|
|
|
1223
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$682K
|
-$17.6K
|
-288
|
-3%
|
|
|
1224
|
Robinson Value Management
San Antonio,
Texas
|
$678K
|
+$661K
|
+10,821
|
New
|
|
|
1225
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$677K
|
-$119K
|
-1,947
|
-15%
|
|
