|
226
|
Pinnacle Associates
New York
|
$550K
|
–
|
–
|
–
|
|
|
227
|
D.A. Davidson & Co
Great Falls,
Montana
|
$548K
|
+$17.8K
|
+197
|
+4%
|
|
|
228
|
Fermata Advisors
Sonoma,
California
|
$543K
|
+$13.2K
|
+146
|
+3%
|
|
|
229
|
Addison Advisors
Middlebury,
Vermont
|
$541K
|
-$228K
|
-2,530
|
-31%
|
|
|
230
|
Coldstream Capital Management
Bellevue,
Washington
|
$541K
|
-$10.3K
|
-114
|
-2%
|
|
|
231
|
Kaizen Financial Strategies
Campbell,
California
|
$525K
|
-$8.66K
|
-96
|
-2%
|
|
|
232
|
AssetMark Inc
Concord,
California
|
$511K
|
+$41K
|
+454
|
+10%
|
|
|
233
|
Revisor Wealth Management
Akron,
Ohio
|
$508K
|
+$9.29K
|
+103
|
+2%
|
|
|
234
|
Transcend Capital Advisors
Madison,
New Jersey
|
$503K
|
-$15.3K
|
-169
|
-3%
|
|
|
235
|
Westside Investment Management
Santa Monica,
California
|
$501K
|
–
|
–
|
–
|
|
|
236
|
Prospera Financial Services
Dallas,
Texas
|
$500K
|
-$95.9K
|
-1,063
|
-17%
|
|
|
237
|
Kaydan Wealth Management
Fenton,
Michigan
|
$487K
|
–
|
–
|
–
|
|
|
238
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$474K
|
+$13.1K
|
+145
|
+3%
|
|
|
239
|
Davis Investment Partners
Charlotte,
North Carolina
|
$472K
|
–
|
–
|
–
|
|
|
240
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$469K
|
-$8.66K
|
-96
|
-2%
|
|
|
241
|
Blalock Williams
Alexander City,
Alabama
|
$462K
|
–
|
–
|
–
|
|
|
242
|
Trust Point Inc
La Crosse,
Wisconsin
|
$457K
|
–
|
–
|
–
|
|
|
243
|
American Money Management
Rancho Santa Fe,
California
|
$455K
|
–
|
–
|
–
|
|
|
244
|
Asset Management Group
Stamford,
Connecticut
|
$449K
|
+$451
|
+5
|
+0.1%
|
|
|
245
|
Everstar Asset Management
Mooresville,
North Carolina
|
$449K
|
-$1.44K
|
-16
|
-0.3%
|
|
|
246
|
High Net Worth Advisory Group
Naples,
Florida
|
$442K
|
–
|
–
|
–
|
|
|
247
|
Journey Advisory Group
Covington,
Kentucky
|
$431K
|
–
|
–
|
–
|
|
|
248
|
LexAurum Advisors
Overland Park,
Kansas
|
$428K
|
-$90
|
-1
|
-0%
|
|
|
249
|
US Bancorp
Minneapolis,
Minnesota
|
$426K
|
–
|
–
|
–
|
|
|
250
|
Unified Investment Management
Atlanta,
Georgia
|
$422K
|
+$451
|
+5
|
+0.1%
|
|
