|
601
|
Mission Wealth Management
Santa Barbara,
California
|
$309K
|
+$75.6K
|
+452
|
+31%
|
|
|
602
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$306K
|
+$5.69K
|
+34
|
+2%
|
|
|
603
|
Doliver Advisors
Houston,
Texas
|
$305K
|
-$23.3K
|
-139
|
-7%
|
|
|
604
|
Freedom Investment Management
Hartford,
Connecticut
|
$303K
|
-$235K
|
-1,402
|
-43%
|
|
|
605
|
Webster Bank
Waterbury,
Connecticut
|
$302K
|
–
|
–
|
–
|
|
|
606
|
Financial Advocates Investment Management
Olympia,
Washington
|
$301K
|
+$6.53K
|
+39
|
+2%
|
|
|
607
|
Gofen & Glossberg
Chicago,
Illinois
|
$300K
|
+$29.3K
|
+175
|
+11%
|
|
|
608
|
Texas Capital Bancshares
Dallas,
Texas
|
$300K
|
+$104K
|
+624
|
+51%
|
|
|
609
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$300K
|
+$307K
|
+1,832
|
New
|
|
|
610
|
Grove Bank & Trust
Miami,
Florida
|
$297K
|
-$29.4K
|
-176
|
-9%
|
|
|
611
|
Legacy Bridge
West Des Moines,
Iowa
|
$294K
|
-$52K
|
-311
|
-15%
|
|
|
612
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$294K
|
–
|
–
|
–
|
|
|
613
|
Personal Capital Advisors
Redwood City,
California
|
$294K
|
+$14.2K
|
+85
|
+5%
|
|
|
614
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$293K
|
+$2.01K
|
+12
|
+0.7%
|
|
|
615
|
HSBC Holdings
London,
United Kingdom
|
$291K
|
-$79.5K
|
-475
|
-21%
|
|
|
616
|
Pitcairn
Conshohocken,
Pennsylvania
|
$291K
|
+$8.87K
|
+53
|
+3%
|
|
|
617
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$286K
|
–
|
–
|
–
|
|
|
618
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$285K
|
-$2.17K
|
-13
|
-0.7%
|
|
|
619
|
Howland Capital Management
Boston,
Massachusetts
|
$283K
|
-$15.1K
|
-90
|
-5%
|
|
|
620
|
Lindbrook Capital
Calabasas,
California
|
$283K
|
-$6.19K
|
-37
|
-2%
|
|
|
621
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$278K
|
+$7.36K
|
+44
|
+3%
|
|
|
622
|
YorkBridge Wealth Partners
New York
|
$277K
|
-$103K
|
-616
|
-27%
|
|
|
623
|
Clarius Group LLC
Seattle,
Washington
|
$277K
|
+$48.9K
|
+292
|
+21%
|
|
|
624
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$275K
|
-$77.6K
|
-464
|
-22%
|
|
|
625
|
JBJ Investment Partners
Charleston,
South Carolina
|
$274K
|
+$35.8K
|
+214
|
+15%
|
|
