|
201
|
Edge Wealth Management
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
202
|
Old National Bancorp
Evansville,
Indiana
|
$1.24M
|
–
|
–
|
–
|
|
|
203
|
BHK Investment Advisors
Birmingham,
Alabama
|
$1.21M
|
+$1.2M
|
+11,862
|
New
|
|
|
204
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.2M
|
+$92.4K
|
+910
|
+8%
|
|
|
205
|
Weatherly Asset Management
Del Mar,
California
|
$1.16M
|
+$75.2K
|
+740
|
+7%
|
|
|
206
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.12M
|
-$794K
|
-7,819
|
-41%
|
|
|
207
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.12M
|
+$13K
|
+128
|
+1%
|
|
|
208
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.11M
|
-$7.92K
|
-78
|
-0.7%
|
|
|
209
|
Destination Wealth Management
Walnut Creek,
California
|
$1.1M
|
+$304K
|
+2,991
|
+38%
|
|
|
210
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.1M
|
+$1.1M
|
+10,801
|
New
|
|
|
211
|
Allworth Financial
Folsom,
California
|
$1.07M
|
+$1.06M
|
+10,475
|
+29,097%
|
|
|
212
|
First Allied Advisory Services
San Diego,
California
|
$1.06M
|
-$10.5M
|
-103,772
|
-91%
|
|
|
213
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.05M
|
-$284K
|
-2,800
|
-21%
|
|
|
214
|
Occidental Asset Management
Burlingame,
California
|
$1.03M
|
+$50.8K
|
+500
|
+5%
|
|
|
215
|
Foster & Motley
Cincinnati,
Ohio
|
$1.02M
|
+$81.3K
|
+800
|
+9%
|
|
|
216
|
Crabel Capital Management
Los Angeles,
California
|
$1.02M
|
+$210K
|
+2,067
|
+26%
|
|
|
217
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.02M
|
-$1.02M
|
-10,000
|
-50%
|
|
|
218
|
Huntington National Bank
Columbus,
Ohio
|
$1.01M
|
–
|
–
|
–
|
|
|
219
|
Day & Ennis
Macon,
Georgia
|
$1M
|
–
|
–
|
–
|
|
|
220
|
CPWM LLC
Seattle,
Washington
|
$1M
|
+$789K
|
+7,771
|
+372%
|
|
|
221
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$972K
|
+$493K
|
+4,850
|
+103%
|
|
|
222
|
Transform Wealth
Greenwood Village,
Colorado
|
$935K
|
+$134K
|
+1,316
|
+17%
|
|
|
223
|
DRW Securities
Chicago,
Illinois
|
$915K
|
–
|
–
|
–
|
|
|
224
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$912K
|
-$48.2K
|
-475
|
-5%
|
|
|
225
|
Aspiriant LLC
Los Angeles,
California
|
$910K
|
+$910K
|
+8,961
|
New
|
|
