|
251
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$1.61M
|
-$519K
|
-15,200
|
-22%
|
|
|
252
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.6M
|
-$147K
|
-4,296
|
-7%
|
|
|
253
|
Rebalance
Palo Alto,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
254
|
ADE LLC
Baltimore,
Maryland
|
$1.58M
|
–
|
–
|
–
|
|
|
255
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.57M
|
-$63.2K
|
-1,853
|
-3%
|
|
|
256
|
Security National Bank
Omaha,
Nebraska
|
$1.57M
|
+$37.4K
|
+1,095
|
+2%
|
|
|
257
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.57M
|
+$215K
|
+6,292
|
+14%
|
|
|
258
|
Independent Family Office
Albany,
New York
|
$1.55M
|
–
|
–
|
–
|
|
|
259
|
Arkos Global Advisors
Houston,
Texas
|
$1.55M
|
–
|
–
|
–
|
|
|
260
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.52M
|
–
|
–
|
–
|
|
|
261
|
Waddell & Associates
Memphis,
Tennessee
|
$1.52M
|
-$3.96K
|
-116
|
-0.2%
|
|
|
262
|
Fort Point Capital Partners
San Francisco,
California
|
$1.51M
|
–
|
–
|
–
|
|
|
263
|
GTS Securities
Miami,
Florida
|
$1.51M
|
+$1.71M
|
+50,000
|
New
|
|
|
264
|
Commerce Bank
Kansas City,
Missouri
|
$1.5M
|
–
|
–
|
–
|
|
|
265
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.5M
|
+$338K
|
+9,896
|
+25%
|
|
|
266
|
PKS Advisory Services
Albany,
New York
|
$1.47M
|
+$1.44M
|
+42,077
|
+628%
|
|
|
267
|
NWAM LLC
Mercer Island,
Washington
|
$1.42M
|
-$241K
|
-7,050
|
-13%
|
|
|
268
|
Financial Sense Advisors
San Diego,
California
|
$1.41M
|
-$375K
|
-11,000
|
-19%
|
|
|
269
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.41M
|
+$107K
|
+3,144
|
+7%
|
|
|
270
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1.39M
|
+$500K
|
+14,644
|
+46%
|
|
|
271
|
Lane Generational
Dover,
Massachusetts
|
$1.38M
|
–
|
–
|
–
|
|
|
272
|
IFP Advisors
Tampa,
Florida
|
$1.38M
|
+$463K
|
+13,579
|
+42%
|
|
|
273
|
Cypress Wealth Services
Palm Desert,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
274
|
LVM Capital Management
Portage,
Michigan
|
$1.31M
|
–
|
–
|
–
|
|
|
275
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.31M
|
+$68.7K
|
+2,013
|
+5%
|
|
