|
401
|
Umpqua Bank
Lake Oswego,
Oregon
|
$678K
|
-$364K
|
-15,712
|
-35%
|
|
|
402
|
Independent Wealth Network
Urbandale,
Iowa
|
$674K
|
-$57.3K
|
-2,473
|
-8%
|
|
|
403
|
Moors & Cabot
Boston,
Massachusetts
|
$674K
|
-$44.3K
|
-1,915
|
-6%
|
|
|
404
|
Heritage Family Offices
Scottsdale,
Arizona
|
$656K
|
+$4.05K
|
+175
|
+0.6%
|
|
|
405
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$652K
|
+$12.3K
|
+530
|
+0.6%
|
|
|
406
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$646K
|
+$51.2K
|
+2,210
|
+9%
|
|
|
407
|
Coppell Advisory Solutions
Coppell,
Texas
|
$645K
|
-$15.2K
|
-655
|
-2%
|
|
|
408
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$644K
|
-$109K
|
-4,713
|
-15%
|
|
|
409
|
World Investment Advisors
Santa Barbara,
California
|
$643K
|
+$218K
|
+9,430
|
+52%
|
|
|
410
|
Oakworth Capital
Birmingham,
Alabama
|
$639K
|
-$13.4K
|
-577
|
-2%
|
|
|
411
|
Franklin Resources
San Mateo,
California
|
$626K
|
+$32K
|
+1,380
|
+5%
|
|
|
412
|
Petix & Botte Financial
La Mesa,
California
|
$622K
|
-$533
|
-23
|
-0.1%
|
|
|
413
|
Coldstream Capital Management
Bellevue,
Washington
|
$621K
|
+$51.9K
|
+2,241
|
+9%
|
|
|
414
|
Cadinha & Co
Honolulu,
Hawaii
|
$620K
|
-$10.9K
|
-471
|
-2%
|
|
|
415
|
Stelac Advisory Services
New York
|
$620K
|
–
|
–
|
–
|
|
|
416
|
Flow Traders U.S.
New York
|
$617K
|
+$609K
|
+26,306
|
New
|
|
|
417
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$615K
|
+$8.8K
|
+380
|
+1%
|
|
|
418
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$608K
|
–
|
–
|
–
|
|
|
419
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$600K
|
+$131K
|
+5,664
|
+28%
|
|
|
420
|
Citizens Financial Group
Providence,
Rhode Island
|
$593K
|
-$9.01K
|
-389
|
-2%
|
|
|
421
|
Cahill Financial Advisors
Edina,
Minnesota
|
$592K
|
-$2.71M
|
-117,233
|
-82%
|
|
|
422
|
Advisory Services Network
Atlanta,
Georgia
|
$591K
|
–
|
–
|
–
|
|
|
423
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$590K
|
-$1.04K
|
-45
|
-0.2%
|
|
|
424
|
Gotham Asset Management
New York
|
$588K
|
+$23.6K
|
+1,018
|
+4%
|
|
|
425
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$586K
|
+$579K
|
+24,985
|
New
|
|
