|
201
|
Morling Financial Advisors
Fremont,
California
|
$1.19M
|
+$1.17M
|
+15,668
|
New
|
|
|
202
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.18M
|
+$11K
|
+147
|
+1%
|
|
|
203
|
CFO4Life Group
Coppell,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
204
|
CPWM LLC
Seattle,
Washington
|
$1.16M
|
+$1.15M
|
+15,330
|
New
|
|
|
205
|
NWAM LLC
Mercer Island,
Washington
|
$1.14M
|
-$654K
|
-8,724
|
-37%
|
|
|
206
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
+$1.12M
|
+14,951
|
New
|
|
|
207
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.13M
|
+$33.5K
|
+447
|
+3%
|
|
|
208
|
White Pine Capital
Bloomington,
Minnesota
|
$1.1M
|
+$195K
|
+2,602
|
+22%
|
|
|
209
|
Catalyst Private Wealth
San Mateo,
California
|
$1.09M
|
+$596K
|
+7,952
|
+123%
|
|
|
210
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$1.09M
|
+$117K
|
+1,561
|
+12%
|
|
|
211
|
Commerce Bank
Kansas City,
Missouri
|
$1.07M
|
-$117K
|
-1,555
|
-10%
|
|
|
212
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.07M
|
+$387K
|
+5,167
|
+58%
|
|
|
213
|
Prism Advisors
Studio City,
California
|
$1M
|
–
|
–
|
–
|
|
|
214
|
Balentine LLC
Atlanta,
Georgia
|
$945K
|
-$8.32K
|
-111
|
-0.9%
|
|
|
215
|
Bank of Marin
Novato,
California
|
$918K
|
-$57.1K
|
-762
|
-6%
|
|
|
216
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$904K
|
-$350K
|
-4,673
|
-28%
|
|
|
217
|
Telemus Capital
Southfield,
Michigan
|
$901K
|
+$79.8K
|
+1,065
|
+10%
|
|
|
218
|
|
$885K
|
–
|
–
|
–
|
|
|
219
|
Csenge Advisory Group
Clearwater,
Florida
|
$883K
|
-$43.4K
|
-579
|
-5%
|
|
|
220
|
Kings Point Capital Management
Great Neck,
New York
|
$874K
|
–
|
–
|
–
|
|
|
221
|
Mercer Global Advisors
Denver,
Colorado
|
$869K
|
+$59.4K
|
+793
|
+7%
|
|
|
222
|
Argent Trust Co
Nashville,
Tennessee
|
$867K
|
–
|
–
|
–
|
|
|
223
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$857K
|
+$135K
|
+1,806
|
+19%
|
|
|
224
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$857K
|
+$452K
|
+6,036
|
+115%
|
|
|
225
|
Flagstar Advisors
New York
|
$849K
|
-$28.6K
|
-382
|
-3%
|
|
