|
301
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$679K
|
–
|
–
|
–
|
|
|
302
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$660K
|
–
|
–
|
–
|
|
|
303
|
Total Wealth Planning
Cincinnati,
Ohio
|
$659K
|
–
|
–
|
–
|
|
|
304
|
Cadence Bank NA
Houston,
Texas
|
$656K
|
-$160K
|
-1,520
|
-19%
|
|
|
305
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$650K
|
–
|
–
|
–
|
|
|
306
|
Montecito Bank & Trust
Santa Barbara,
California
|
$647K
|
–
|
–
|
–
|
|
|
307
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$645K
|
+$341K
|
+3,250
|
+108%
|
|
|
308
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$638K
|
+$4.73K
|
+45
|
+0.7%
|
|
|
309
|
Founders Financial Securities
Towson,
Maryland
|
$635K
|
-$284K
|
-2,707
|
-31%
|
|
|
310
|
Citizens Financial Group
Providence,
Rhode Island
|
$625K
|
–
|
–
|
–
|
|
|
311
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$624K
|
–
|
–
|
–
|
|
|
312
|
Ratio Wealth Group
Denver,
Colorado
|
$622K
|
+$274K
|
+2,603
|
+76%
|
|
|
313
|
Franklin Resources
San Mateo,
California
|
$618K
|
–
|
–
|
–
|
|
|
314
|
MONECO Advisors
Fairfield,
Connecticut
|
$607K
|
-$85.4K
|
-813
|
-12%
|
|
|
315
|
Beaumont Capital Management
Boston,
Massachusetts
|
$606K
|
+$618K
|
+5,885
|
New
|
|
|
316
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$605K
|
–
|
–
|
–
|
|
|
317
|
WNY Asset Management
Williamsville,
New York
|
$596K
|
+$11.6K
|
+110
|
+2%
|
|
|
318
|
Evergreen Capital Management
Bellevue,
Washington
|
$589K
|
+$600K
|
+5,713
|
New
|
|
|
319
|
Soundmark Wealth Management
Kirkland,
Washington
|
$588K
|
–
|
–
|
–
|
|
|
320
|
CWA Asset Management Group
Naples,
Florida
|
$584K
|
–
|
–
|
–
|
|
|
321
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$577K
|
+$22.3K
|
+212
|
+4%
|
|
|
322
|
Bridges Investment Management
Omaha,
Nebraska
|
$566K
|
–
|
–
|
–
|
|
|
323
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$561K
|
+$573K
|
+5,450
|
New
|
|
|
324
|
Valeo Financial Advisors
Carmel,
Indiana
|
$554K
|
+$163K
|
+1,550
|
+41%
|
|
|
325
|
Cambridge Advisors
Omaha,
Nebraska
|
$550K
|
–
|
–
|
–
|
|
