|
301
|
WealthSource Partners
San Luis Obispo,
California
|
$498K
|
-$125K
|
-2,168
|
-19%
|
|
|
302
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$494K
|
+$399K
|
+6,912
|
+331%
|
|
|
303
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$491K
|
-$105K
|
-1,826
|
-17%
|
|
|
304
|
Cooper Financial Group
Irvine,
California
|
$482K
|
+$118K
|
+2,051
|
+31%
|
|
|
305
|
Fisher Asset Management
Camas,
Washington
|
$481K
|
+$23.8K
|
+412
|
+5%
|
|
|
306
|
Sandy Spring Bank
Olney,
Maryland
|
$466K
|
–
|
–
|
–
|
|
|
307
|
CA Family Wealth
Beverly Hills,
California
|
$465K
|
-$32.3K
|
-560
|
-6%
|
|
|
308
|
World Investment Advisors
Santa Barbara,
California
|
$461K
|
+$44.5K
|
+771
|
+10%
|
|
|
309
|
Trilogy Capital
Irvine,
California
|
$459K
|
+$2.37K
|
+41
|
+0.5%
|
|
|
310
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$449K
|
+$31.8K
|
+550
|
+7%
|
|
|
311
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$434K
|
–
|
–
|
–
|
|
|
312
|
TimeScale Financial
Danvers,
Massachusetts
|
$432K
|
+$250K
|
+4,330
|
+122%
|
|
|
313
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$416K
|
+$325K
|
+5,634
|
+292%
|
|
|
314
|
Caprin Asset Management
Henrico,
Virginia
|
$415K
|
+$59.9K
|
+1,037
|
+16%
|
|
|
315
|
3D Asset Management
Hartford,
Connecticut
|
$407K
|
-$19.3K
|
-334
|
-4%
|
|
|
316
|
Shaker Investments
Cleveland,
Ohio
|
$404K
|
+$173
|
+3
|
+0%
|
|
|
317
|
Global Retirement Partners
San Rafael,
California
|
$400K
|
+$3.98K
|
+69
|
+1%
|
|
|
318
|
Private Trust Company
Cleveland,
Ohio
|
$398K
|
-$711K
|
-12,319
|
-63%
|
|
|
319
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$388K
|
–
|
–
|
–
|
|
|
320
|
EP Wealth Advisors
Torrance,
California
|
$383K
|
+$65.4K
|
+1,132
|
+19%
|
|
|
321
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$380K
|
-$222K
|
-3,836
|
-36%
|
|
|
322
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$378K
|
+$147K
|
+2,546
|
+59%
|
|
|
323
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$360K
|
+$43.9K
|
+761
|
+13%
|
|
|
324
|
Endurance Wealth Management
Providence,
Rhode Island
|
$358K
|
+$10.7K
|
+185
|
+3%
|
|
|
325
|
Regions Financial Corp
Birmingham,
Alabama
|
$355K
|
+$31.2K
|
+540
|
+9%
|
|
