|
126
|
CSM Advisors
Warrendale,
Pennsylvania
|
$526K
|
–
|
–
|
–
|
|
|
127
|
Perigon Wealth Management
San Francisco,
California
|
$502K
|
+$182K
|
+9,130
|
+58%
|
|
|
128
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$499K
|
+$494K
|
+24,760
|
New
|
|
|
129
|
Freedom Investment Management
Hartford,
Connecticut
|
$499K
|
-$59.8K
|
-3,000
|
-11%
|
|
|
130
|
Austin Wealth Management
Austin,
Texas
|
$486K
|
-$16K
|
-800
|
-3%
|
|
|
131
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$465K
|
-$39.9K
|
-2,000
|
-8%
|
|
|
132
|
Centaurus Financial
Anaheim,
California
|
$465K
|
-$108K
|
-5,402
|
-19%
|
|
|
133
|
GeoWealth Management
Chicago,
Illinois
|
$461K
|
+$24.7K
|
+1,238
|
+6%
|
|
|
134
|
Madrona Financial Services
Everett,
Washington
|
$439K
|
+$1.44K
|
+72
|
+0.3%
|
|
|
135
|
Focus Partners Wealth
Boston,
Massachusetts
|
$434K
|
+$14.9K
|
+747
|
+4%
|
|
|
136
|
Advisory Services Network
Atlanta,
Georgia
|
$433K
|
+$3.13K
|
+157
|
+0.7%
|
|
|
137
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$412K
|
-$49.3M
|
-2,470,492
|
-99%
|
|
|
138
|
Whittier Trust
South Pasadena,
California
|
$408K
|
-$65.6K
|
-3,289
|
-14%
|
|
|
139
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$403K
|
+$20
|
+1
|
+0%
|
|
|
140
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$403K
|
+$5.96K
|
+299
|
+2%
|
|
|
141
|
IHT Wealth Management
Chicago,
Illinois
|
$403K
|
-$1.9K
|
-95
|
-0.5%
|
|
|
142
|
SeaCrest Wealth Management
Purchase,
New York
|
$402K
|
–
|
–
|
–
|
|
|
143
|
Central Trust Company
Jefferson City,
Missouri
|
$402K
|
-$181K
|
-9,065
|
-31%
|
|
|
144
|
HF Advisory Group
Annapolis,
Maryland
|
$401K
|
-$3.79K
|
-190
|
-0.9%
|
|
|
145
|
Comerica Bank
Dallas,
Texas
|
$379K
|
-$4.61K
|
-231
|
-1%
|
|
|
146
|
Principal Securities
Des Moines,
Iowa
|
$375K
|
+$185K
|
+9,251
|
+99%
|
|
|
147
|
NBC Securities
Birmingham,
Alabama
|
$371K
|
+$125K
|
+6,278
|
+52%
|
|
|
148
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$355K
|
+$127K
|
+6,371
|
+57%
|
|
|
149
|
Sunbelt Securities
Houston,
Texas
|
$355K
|
-$7.22K
|
-362
|
-2%
|
|
|
150
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$353K
|
-$82.8K
|
-4,149
|
-19%
|
|
