|
601
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$636K
|
–
|
–
|
–
|
|
|
602
|
Cypress Wealth Advisors
San Francisco,
California
|
$634K
|
-$222K
|
-3,206
|
-26%
|
|
|
603
|
Prospera Financial Services
Dallas,
Texas
|
$631K
|
+$73.7K
|
+1,064
|
+13%
|
|
|
604
|
Meridian Wealth Management
Lexington,
Kentucky
|
$630K
|
-$657K
|
-9,485
|
-51%
|
|
|
605
|
Institute for Wealth Management
Denver,
Colorado
|
$629K
|
+$621K
|
+8,964
|
New
|
|
|
606
|
Frontier Investment Management
Dallas,
Texas
|
$627K
|
+$47.1K
|
+680
|
+8%
|
|
|
607
|
Cypress Capital Group
Palm Beach,
Florida
|
$626K
|
-$1.08M
|
-15,595
|
-64%
|
|
|
608
|
Penobscot Investment Management
Boston,
Massachusetts
|
$625K
|
+$7.96K
|
+115
|
+1%
|
|
|
609
|
West Paces Advisors
Atlanta,
Georgia
|
$624K
|
+$111K
|
+1,600
|
+22%
|
|
|
610
|
BTC Capital Management
Des Moines,
Iowa
|
$621K
|
–
|
–
|
–
|
|
|
611
|
Avantax Planning Partners
Dubuque,
Iowa
|
$620K
|
+$38.8K
|
+561
|
+7%
|
|
|
612
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$618K
|
–
|
–
|
–
|
|
|
613
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$611K
|
+$167K
|
+2,410
|
+38%
|
|
|
614
|
Hilltop Holdings
Dallas,
Texas
|
$610K
|
-$824K
|
-11,897
|
-58%
|
|
|
615
|
Lido Advisors
Los Angeles,
California
|
$610K
|
+$94.1K
|
+1,359
|
+19%
|
|
|
616
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$600K
|
-$23.5K
|
-340
|
-4%
|
|
|
617
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$600K
|
+$131K
|
+1,897
|
+28%
|
|
|
618
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$593K
|
+$28.3K
|
+409
|
+5%
|
|
|
619
|
Sonata Capital Group
Seattle,
Washington
|
$589K
|
-$27.7K
|
-400
|
-5%
|
|
|
620
|
Holderness Investments Company
Greensboro,
North Carolina
|
$589K
|
–
|
–
|
–
|
|
|
621
|
Opus Capital Group
Cincinnati,
Ohio
|
$583K
|
+$7.89K
|
+114
|
+1%
|
|
|
622
|
Ausdal Financial Partners
Davenport,
Iowa
|
$580K
|
-$4.25M
|
-61,435
|
-88%
|
|
|
623
|
Fusion Family Wealth
Woodbury,
New York
|
$577K
|
+$4.36K
|
+63
|
+0.8%
|
|
|
624
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$573K
|
-$63.7K
|
-920
|
-10%
|
|
|
625
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$570K
|
–
|
–
|
–
|
|
