|
651
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$201K
|
+$3.45K
|
+258
|
+2%
|
|
|
652
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$200K
|
+$199K
|
+14,902
|
New
|
|
|
653
|
Next Financial Group
Houston,
Texas
|
$193K
|
–
|
–
|
–
|
|
|
654
|
Central Trust Company
Jefferson City,
Missouri
|
$190K
|
+$53.7K
|
+4,021
|
+40%
|
|
|
655
|
Daiwa SB Investments
Tokyo,
Japan
|
$189K
|
-$31.5K
|
-2,357
|
-14%
|
|
|
656
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$185K
|
–
|
–
|
–
|
|
|
657
|
Global X Management Company
New York
|
$185K
|
+$61.3K
|
+4,587
|
+50%
|
|
|
658
|
D.A. Davidson & Co
Great Falls,
Montana
|
$179K
|
-$17.9K
|
-1,337
|
-9%
|
|
|
659
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$177K
|
-$23.5K
|
-1,762
|
-12%
|
|
|
660
|
CKW Financial Group
Honolulu,
Hawaii
|
$175K
|
–
|
–
|
–
|
|
|
661
|
Hoertkorn Richard Charles
|
$170K
|
–
|
–
|
–
|
|
|
662
|
SRB Corp
Boston,
Massachusetts
|
$170K
|
+$169K
|
+12,672
|
New
|
|
|
663
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$164K
|
-$38.2K
|
-2,858
|
-19%
|
|
|
664
|
TCI Wealth Advisors
Tucson,
Arizona
|
$157K
|
+$24K
|
+1,800
|
+18%
|
|
|
665
|
WFG Advisors
Dallas,
Texas
|
$151K
|
-$21.6K
|
-1,617
|
-13%
|
|
|
666
|
WhitTier Trust Company
Reno,
Nevada
|
$149K
|
-$121K
|
-9,025
|
-45%
|
|
|
667
|
Guardian Life Insurance
New York
|
$148K
|
+$3.89K
|
+291
|
+3%
|
|
|
668
|
Westside Investment Management
Santa Monica,
California
|
$146K
|
+$148K
|
+11,067
|
New
|
|
|
669
|
Evercore Wealth Management
New York
|
$137K
|
+$1.27K
|
+95
|
+0.9%
|
|
|
670
|
Stanford Investment Group
Mountain View,
California
|
$132K
|
-$9.98K
|
-747
|
-7%
|
|
|
671
|
YorkBridge Wealth Partners
New York
|
$130K
|
+$128K
|
+9,604
|
New
|
|
|
672
|
Edge Advisors
Atlanta,
Georgia
|
$125K
|
+$125K
|
+9,360
|
New
|
|
|
673
|
Pflug Koory
Omaha,
Nebraska
|
$122K
|
+$121K
|
+9,066
|
New
|
|
|
674
|
Rockefeller Financial Services
New York
|
$120K
|
+$6.61K
|
+495
|
+6%
|
|
|
675
|
James Investment Research
Alpha,
Ohio
|
$119K
|
+$118K
|
+8,826
|
New
|
|
