|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$908K
|
-$10.2K
|
-139
|
-1%
|
|
|
302
|
Sather Financial Group
Victoria,
Texas
|
$900K
|
–
|
–
|
–
|
|
|
303
|
Perigon Wealth Management
San Francisco,
California
|
$896K
|
+$17.3K
|
+236
|
+2%
|
|
|
304
|
Smith Anglin Financial
Dallas,
Texas
|
$896K
|
-$39.3M
|
-535,030
|
-98%
|
|
|
305
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$894K
|
-$997K
|
-13,588
|
-55%
|
|
|
306
|
Credit Suisse
Zurich,
Switzerland
|
$891K
|
–
|
–
|
–
|
|
|
307
|
Marietta Wealth Management
Marietta,
Georgia
|
$889K
|
–
|
–
|
–
|
|
|
308
|
Fiduciary Alliance
Greenville,
South Carolina
|
$884K
|
+$2.05K
|
+28
|
+0.3%
|
|
|
309
|
Vanguard Group
Malvern,
Pennsylvania
|
$876K
|
+$20.9K
|
+285
|
+3%
|
|
|
310
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$868K
|
-$18K
|
-245
|
-2%
|
|
|
311
|
Dearborn Partners
Chicago,
Illinois
|
$857K
|
–
|
–
|
–
|
|
|
312
|
|
$845K
|
+$9.54K
|
+130
|
+1%
|
|
|
313
|
Meridian Investment Counsel
Lafayette,
California
|
$843K
|
–
|
–
|
–
|
|
|
314
|
Focus Partners Wealth
Boston,
Massachusetts
|
$832K
|
+$771K
|
+10,505
|
New
|
|
|
315
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$811K
|
-$35K
|
-477
|
-5%
|
|
|
316
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$804K
|
+$745K
|
+10,155
|
New
|
|
|
317
|
National Wealth Management Group
Cincinnati,
Ohio
|
$802K
|
-$215K
|
-2,935
|
-22%
|
|
|
318
|
Bangor Savings Bank
Bangor,
Maine
|
$802K
|
-$130K
|
-1,770
|
-15%
|
|
|
319
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$801K
|
–
|
–
|
–
|
|
|
320
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$800K
|
+$21.7K
|
+296
|
+3%
|
|
|
321
|
Beacon Pointe Advisors
Newport Beach,
California
|
$796K
|
+$64.9K
|
+884
|
+10%
|
|
|
322
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$792K
|
-$186K
|
-2,536
|
-20%
|
|
|
323
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$791K
|
+$112K
|
+1,520
|
+18%
|
|
|
324
|
Ballentine Partners
Waltham,
Massachusetts
|
$790K
|
–
|
–
|
–
|
|
|
325
|
Breakwater Capital Group
Paramus,
New Jersey
|
$789K
|
+$40.1K
|
+546
|
+6%
|
|
