|
1201
|
Curi RMB Capital
Chicago,
Illinois
|
$341K
|
+$333K
|
+1,032
|
New
|
|
|
1202
|
Clearview Wealth Advisors
Salem,
Oregon
|
$340K
|
–
|
–
|
–
|
|
|
1203
|
Cahill Financial Advisors
Edina,
Minnesota
|
$340K
|
–
|
–
|
–
|
|
|
1204
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$340K
|
-$4.51K
|
-14
|
-1%
|
|
|
1205
|
Americana Partners
Houston,
Texas
|
$339K
|
-$26.4K
|
-82
|
-7%
|
|
|
1206
|
Goldstein Advisors
Madison,
Wisconsin
|
$337K
|
-$22.6K
|
-70
|
-6%
|
|
|
1207
|
Brookstone Capital Management
Wheaton,
Illinois
|
$337K
|
-$6.13K
|
-19
|
-2%
|
|
|
1208
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$335K
|
–
|
–
|
–
|
|
|
1209
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$335K
|
–
|
–
|
–
|
|
|
1210
|
Nilsine Partners
Greenwood Village,
Colorado
|
$333K
|
+$11K
|
+34
|
+3%
|
|
|
1211
|
Regatta Capital Group
El Segundo,
California
|
$333K
|
+$1.61K
|
+5
|
+0.5%
|
|
|
1212
|
Lyell Wealth Management
Menlo Park,
California
|
$333K
|
-$34.8K
|
-108
|
-10%
|
|
|
1213
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$332K
|
+$100K
|
+311
|
+45%
|
|
|
1214
|
Capstone Investment Advisors
New York
|
$332K
|
+$38K
|
+118
|
+13%
|
|
|
1215
|
SYM Financial Corp
Winona Lake,
Indiana
|
$330K
|
+$57.7K
|
+179
|
+22%
|
|
|
1216
|
Great Lakes Advisors
Chicago,
Illinois
|
$330K
|
-$10.6K
|
-33
|
-3%
|
|
|
1217
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$328K
|
-$259K
|
-803
|
-45%
|
|
|
1218
|
WealthShield Partners
Cary,
North Carolina
|
$327K
|
–
|
–
|
–
|
|
|
1219
|
Integrity Alliance
Urbandale,
Iowa
|
$326K
|
-$287K
|
-890
|
-47%
|
|
|
1220
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$324K
|
-$7.41K
|
-23
|
-2%
|
|
|
1221
|
Baker Avenue Asset Management
San Francisco,
California
|
$324K
|
+$39.3K
|
+122
|
+14%
|
|
|
1222
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$324K
|
-$73.8K
|
-229
|
-19%
|
|
|
1223
|
Segment Wealth Management
Houston,
Texas
|
$323K
|
-$16.1K
|
-50
|
-5%
|
|
|
1224
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$323K
|
-$21.6K
|
-67
|
-6%
|
|
|
1225
|
Clean Yield Group
Norwich,
Vermont
|
$321K
|
–
|
–
|
–
|
|
