|
501
|
IMS Capital Management
Portland,
Oregon
|
$250K
|
–
|
–
|
–
|
|
|
502
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
503
|
Arete Wealth Advisors
Chicago,
Illinois
|
$249K
|
+$214
|
+2
|
+0.1%
|
|
|
504
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$249K
|
+$259K
|
+2,421
|
New
|
|
|
505
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
506
|
Frank Rimerman Advisors
Palo Alto,
California
|
$248K
|
–
|
–
|
–
|
|
|
507
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$246K
|
-$699K
|
-6,545
|
-73%
|
|
|
508
|
KCM Investment Advisors
Greenbrae,
California
|
$246K
|
+$255K
|
+2,390
|
New
|
|
|
509
|
Brown Advisory
Baltimore,
Maryland
|
$245K
|
–
|
–
|
–
|
|
|
510
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$245K
|
-$2.24K
|
-21
|
-0.9%
|
|
|
511
|
West Bancorporation
West Des Moines,
Iowa
|
$244K
|
+$253K
|
+2,371
|
New
|
|
|
512
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
513
|
Snowden Capital Advisors
New York
|
$236K
|
-$57.6K
|
-539
|
-19%
|
|
|
514
|
Kestra Private Wealth Services
Austin,
Texas
|
$234K
|
-$4.59K
|
-43
|
-2%
|
|
|
515
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$232K
|
-$35.5K
|
-332
|
-13%
|
|
|
516
|
Zhang Financial
Portage,
Michigan
|
$232K
|
-$57.4K
|
-537
|
-19%
|
|
|
517
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
518
|
Insight Wealth Strategies
San Ramon,
California
|
$230K
|
+$534
|
+5
|
+0.2%
|
|
|
519
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$229K
|
+$242K
|
+2,264
|
New
|
|
|
520
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$229K
|
–
|
–
|
–
|
|
|
521
|
Old National Bancorp
Evansville,
Indiana
|
$227K
|
–
|
–
|
–
|
|
|
522
|
WealthOne
Albany,
New York
|
$226K
|
+$235K
|
+2,199
|
New
|
|
|
523
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$226K
|
-$414K
|
-3,870
|
-64%
|
|
|
524
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$224K
|
-$79.3K
|
-742
|
-25%
|
|
|
525
|
NWF Advisory Services
Los Angeles,
California
|
$218K
|
+$217K
|
+2,033
|
New
|
|
