|
1301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.58M
|
–
|
–
|
–
|
|
|
1302
|
IMA Advisory Services
Denver,
Colorado
|
$2.57M
|
+$50.2K
|
+190
|
+2%
|
|
|
1303
|
Alaethes Wealth
Glenbrook,
Nevada
|
$2.57M
|
+$78.2K
|
+296
|
+3%
|
|
|
1304
|
Meeder Asset Management
Dublin,
Ohio
|
$2.56M
|
-$4.99M
|
-18,876
|
-68%
|
|
|
1305
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$2.56M
|
+$122K
|
+460
|
+6%
|
|
|
1306
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.56M
|
-$80.6K
|
-305
|
-3%
|
|
|
1307
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$2.55M
|
-$90.9K
|
-344
|
-4%
|
|
|
1308
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.55M
|
+$146K
|
+553
|
+7%
|
|
|
1309
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.54M
|
+$513K
|
+1,941
|
+29%
|
|
|
1310
|
Fayez Sarofim & Co
Houston,
Texas
|
$2.53M
|
+$4.49K
|
+17
|
+0.2%
|
|
|
1311
|
Bank of Marin
Novato,
California
|
$2.52M
|
+$7.66K
|
+29
|
+0.3%
|
|
|
1312
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$2.52M
|
-$81.6K
|
-309
|
-3%
|
|
|
1313
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.52M
|
-$66.3K
|
-251
|
-3%
|
|
|
1314
|
Brighton Jones LLC
Seattle,
Washington
|
$2.51M
|
+$143K
|
+540
|
+7%
|
|
|
1315
|
Procyon Advisors
Shelton,
Connecticut
|
$2.51M
|
+$758K
|
+2,871
|
+50%
|
|
|
1316
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$2.51M
|
+$22.7K
|
+86
|
+1%
|
|
|
1317
|
Northeast Financial Consultants
Westport,
Connecticut
|
$2.51M
|
+$892K
|
+3,379
|
+65%
|
|
|
1318
|
Coastline Trust
Providence,
Rhode Island
|
$2.5M
|
-$1.32K
|
-5
|
-0.1%
|
|
|
1319
|
Elite Wealth Management
Kirkland,
Washington
|
$2.5M
|
-$28.8K
|
-109
|
-1%
|
|
|
1320
|
GW & Wade
Wellesley,
Massachusetts
|
$2.47M
|
+$441K
|
+1,668
|
+24%
|
|
|
1321
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.47M
|
+$78.4K
|
+297
|
+4%
|
|
|
1322
|
V Wealth Advisors
Overland Park,
Kansas
|
$2.46M
|
-$97.5K
|
-369
|
-4%
|
|
|
1323
|
FORA Capital
Miami,
Florida
|
$2.45M
|
-$2.25M
|
-8,537
|
-50%
|
|
|
1324
|
CX Institutional
Auburn,
Indiana
|
$2.45M
|
-$197K
|
-747
|
-8%
|
|
|
1325
|
Verity Asset Management
Durham,
North Carolina
|
$2.45M
|
+$11.4K
|
+43
|
+0.5%
|
|
