|
401
|
Holt Capital Partners
Fort Worth,
Texas
|
$752K
|
–
|
–
|
–
|
|
|
402
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$737K
|
-$83.1K
|
-2,068
|
-10%
|
|
|
403
|
Strategic Wealth Partners
Independence,
Ohio
|
$736K
|
+$657K
|
+16,360
|
+940%
|
|
|
404
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$730K
|
-$48.2K
|
-1,200
|
-6%
|
|
|
405
|
Opus Capital Group
Cincinnati,
Ohio
|
$729K
|
–
|
–
|
–
|
|
|
406
|
Wolverine Asset Management
Chicago,
Illinois
|
$723K
|
+$21.7K
|
+540
|
+3%
|
|
|
407
|
Financial Counselors Inc
Overland Park,
Kansas
|
$720K
|
-$9K
|
-224
|
-1%
|
|
|
408
|
Kings Point Capital Management
Great Neck,
New York
|
$716K
|
-$307K
|
-7,636
|
-30%
|
|
|
409
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$713K
|
+$25.4K
|
+632
|
+4%
|
|
|
410
|
Montecito Bank & Trust
Santa Barbara,
California
|
$707K
|
–
|
–
|
–
|
|
|
411
|
Farmers National Bank
Danville,
Kentucky
|
$699K
|
-$2.89K
|
-72
|
-4%
|
|
|
412
|
Wallington Asset Management
Indianapolis,
Indiana
|
$699K
|
–
|
–
|
–
|
|
|
413
|
Truepoint Inc
Cincinnati,
Ohio
|
$694K
|
+$576K
|
+14,348
|
+526%
|
|
|
414
|
SFMG Wealth Advisors
Plano,
Texas
|
$691K
|
–
|
–
|
–
|
|
|
415
|
Regal Investment Advisors
Kentwood,
Michigan
|
$688K
|
-$319K
|
-7,948
|
-32%
|
|
|
416
|
Goldstein Munger & Associates
San Ramon,
California
|
$683K
|
–
|
–
|
–
|
|
|
417
|
SeaCrest Wealth Management
Purchase,
New York
|
$676K
|
–
|
–
|
–
|
|
|
418
|
Mission Wealth Management
Santa Barbara,
California
|
$666K
|
-$127K
|
-3,160
|
-16%
|
|
|
419
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$666K
|
-$19.8K
|
-492
|
-3%
|
|
|
420
|
Partnervest Advisory Services
Santa Barbara,
California
|
$664K
|
-$47.2K
|
-1,176
|
-7%
|
|
|
421
|
Neumann Capital Management
Foster City,
California
|
$660K
|
+$33.7K
|
+840
|
+5%
|
|
|
422
|
Lazard Asset Management
New York
|
$655K
|
–
|
–
|
–
|
|
|
423
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$653K
|
-$2.41K
|
-60
|
-0.4%
|
|
|
424
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$652K
|
+$58.3K
|
+1,452
|
+10%
|
|
|
425
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$650K
|
–
|
–
|
–
|
|
