|
401
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$1.19M
|
+$1.31M
|
+3,933
|
New
|
|
|
402
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.18M
|
+$500K
|
+1,502
|
+62%
|
|
|
403
|
|
$1.18M
|
+$99.9K
|
+300
|
+8%
|
|
|
404
|
Dowling & Yahnke
San Diego,
California
|
$1.18M
|
+$25K
|
+75
|
+2%
|
|
|
405
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.17M
|
-$2.66K
|
-8
|
-0.2%
|
|
|
406
|
Howe & Rusling
Rochester,
New York
|
$1.16M
|
-$2.1M
|
-6,321
|
-62%
|
|
|
407
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.14M
|
+$21.6K
|
+65
|
+2%
|
|
|
408
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$1.14M
|
-$8.32K
|
-25
|
-0.7%
|
|
|
409
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.13M
|
-$7.66K
|
-23
|
-0.6%
|
|
|
410
|
ACG Wealth
Atlanta,
Georgia
|
$1.13M
|
+$69.2K
|
+208
|
+6%
|
|
|
411
|
Verition Fund Management
Greenwich,
Connecticut
|
$1.12M
|
+$1.23M
|
+3,690
|
New
|
|
|
412
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.11M
|
–
|
–
|
–
|
|
|
413
|
North Star Investment Management
Chicago,
Illinois
|
$1.09M
|
+$90.2K
|
+271
|
+8%
|
|
|
414
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.08M
|
+$706K
|
+2,120
|
+145%
|
|
|
415
|
Lyell Wealth Management
Menlo Park,
California
|
$1.08M
|
-$16.6K
|
-50
|
-1%
|
|
|
416
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.08M
|
+$206K
|
+618
|
+21%
|
|
|
417
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$1.07M
|
+$414K
|
+1,245
|
+54%
|
|
|
418
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.07M
|
-$216K
|
-648
|
-15%
|
|
|
419
|
Woodstock Corp
Boston,
Massachusetts
|
$1.05M
|
+$1.66K
|
+5
|
+0.1%
|
|
|
420
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.04M
|
–
|
–
|
–
|
|
|
421
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$1.03M
|
-$229K
|
-689
|
-17%
|
|
|
422
|
Leavell Investment Management
Mobile,
Alabama
|
$1.03M
|
+$83.2K
|
+250
|
+8%
|
|
|
423
|
Tocqueville Asset Management
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
424
|
Granite Investment Advisors
Concord,
New Hampshire
|
$1.02M
|
–
|
–
|
–
|
|
|
425
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.01M
|
+$1.12M
|
+3,355
|
New
|
|
