|
326
|
Western Wealth Management
Golden,
Colorado
|
$915K
|
+$934K
|
+17,661
|
New
|
|
|
327
|
SOA Wealth Advisors
New York
|
$912K
|
-$236K
|
-4,468
|
-20%
|
|
|
328
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$912K
|
+$538K
|
+10,172
|
+137%
|
|
|
329
|
Northwest Bancshares
Warren,
Pennsylvania
|
$876K
|
-$14.5K
|
-274
|
-2%
|
|
|
330
|
Financial Perspectives
Minneapolis,
Minnesota
|
$871K
|
+$434K
|
+8,209
|
+95%
|
|
|
331
|
Angeles Investment Advisors
Santa Monica,
California
|
$870K
|
–
|
–
|
–
|
|
|
332
|
Alera Investment Advisors
Deerfield,
Illinois
|
$860K
|
-$29.1K
|
-550
|
-3%
|
|
|
333
|
Latitude Advisors
Vero Beach,
Florida
|
$858K
|
+$355K
|
+6,716
|
+68%
|
|
|
334
|
KeyBank National Association
Cleveland,
Ohio
|
$857K
|
-$12.6K
|
-238
|
-1%
|
|
|
335
|
GFS Advisors
Houston,
Texas
|
$838K
|
-$1K
|
-19
|
-0.1%
|
|
|
336
|
Wedbush Securities
Los Angeles,
California
|
$837K
|
-$229K
|
-4,338
|
-21%
|
|
|
337
|
Global Financial Private Client
Sarasota,
Florida
|
$822K
|
+$440K
|
+8,327
|
+111%
|
|
|
338
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$821K
|
+$85.6K
|
+1,619
|
+11%
|
|
|
339
|
American Century Companies
Kansas City,
Missouri
|
$812K
|
-$10.6M
|
-200,154
|
-93%
|
|
|
340
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$810K
|
+$522K
|
+9,871
|
+171%
|
|
|
341
|
Kelly Financial Services
Braintree,
Massachusetts
|
$795K
|
+$106K
|
+2,008
|
+15%
|
|
|
342
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$793K
|
+$810K
|
+15,312
|
New
|
|
|
343
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$792K
|
-$12.8K
|
-242
|
-2%
|
|
|
344
|
Asset Dedication LLC
San Francisco,
California
|
$792K
|
+$129K
|
+2,432
|
+19%
|
|
|
345
|
Rockbridge Investment Management
Syracuse,
New York
|
$783K
|
-$2.22K
|
-42
|
-0.3%
|
|
|
346
|
Goldstein Munger & Associates
San Ramon,
California
|
$781K
|
–
|
–
|
–
|
|
|
347
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$769K
|
+$195K
|
+3,693
|
+33%
|
|
|
348
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$760K
|
-$50.2K
|
-950
|
-6%
|
|
|
349
|
BTC Capital Management
Des Moines,
Iowa
|
$758K
|
–
|
–
|
–
|
|
|
350
|
Stephens Inc
Little Rock,
Arkansas
|
$749K
|
-$203K
|
-3,843
|
-21%
|
|
