|
501
|
Country Club Bank
Kansas City,
Missouri
|
$325K
|
–
|
–
|
–
|
|
|
502
|
KeyBank National Association
Cleveland,
Ohio
|
$324K
|
–
|
–
|
–
|
|
|
503
|
Sequent Asset Management
Houston,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
504
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$321K
|
–
|
–
|
–
|
|
|
505
|
Oak Family Advisors
Chicago,
Illinois
|
$318K
|
+$311K
|
+2,828
|
New
|
|
|
506
|
Redwood Investment Management
Scottsdale,
Arizona
|
$317K
|
+$311K
|
+2,825
|
New
|
|
|
507
|
Spire Wealth Management
Mclean,
Virginia
|
$316K
|
+$110
|
+1
|
+0%
|
|
|
508
|
Rathbones Group
Liverpool,
United Kingdom
|
$316K
|
+$309K
|
+2,807
|
New
|
|
|
509
|
TKG Advisors
Valparaiso,
Indiana
|
$314K
|
+$307K
|
+2,794
|
New
|
|
|
510
|
Prospera Financial Services
Dallas,
Texas
|
$312K
|
-$121K
|
-1,099
|
-28%
|
|
|
511
|
Orin Green Financial
San Diego,
California
|
$310K
|
+$303K
|
+2,759
|
New
|
|
|
512
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$310K
|
+$26.5K
|
+241
|
+10%
|
|
|
513
|
Portland Global Advisors
Portland,
Maine
|
$306K
|
–
|
–
|
–
|
|
|
514
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$306K
|
–
|
–
|
–
|
|
|
515
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$305K
|
–
|
–
|
–
|
|
|
516
|
Trivium Point Advisory
Westport,
Connecticut
|
$304K
|
–
|
–
|
–
|
|
|
517
|
Belmont Capital
Los Angeles,
California
|
$303K
|
-$212K
|
-1,933
|
-42%
|
|
|
518
|
Friedenthal Financial
Marlton,
New Jersey
|
$299K
|
-$6.16K
|
-56
|
-2%
|
|
|
519
|
Weil Company
San Diego,
California
|
$297K
|
–
|
–
|
–
|
|
|
520
|
Essex Savings Bank
Essex,
Connecticut
|
$296K
|
-$35.3K
|
-321
|
-11%
|
|
|
521
|
Golden State Equity Partners
South Coast Metro,
California
|
$295K
|
+$289K
|
+2,628
|
New
|
|
|
522
|
Sivia Capital Partners
Mill Valley,
California
|
$294K
|
-$139K
|
-1,264
|
-33%
|
|
|
523
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$293K
|
+$287K
|
+2,610
|
New
|
|
|
524
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$293K
|
–
|
–
|
–
|
|
|
525
|
Ruggaard & Associates
Hudson,
Ohio
|
$291K
|
–
|
–
|
–
|
|
