|
401
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.6M
|
-$31.4K
|
-228
|
-2%
|
|
|
402
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.6M
|
–
|
–
|
–
|
|
|
403
|
Linscomb Wealth
Houston,
Texas
|
$1.55M
|
+$27.9K
|
+203
|
+2%
|
|
|
404
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.54M
|
+$81.7K
|
+594
|
+6%
|
|
|
405
|
West Coast Financial
Santa Barbara,
California
|
$1.52M
|
-$174K
|
-1,265
|
-10%
|
|
|
406
|
Wellington Shields Capital Management
New York
|
$1.52M
|
-$463K
|
-3,368
|
-23%
|
|
|
407
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.51M
|
-$376K
|
-2,736
|
-20%
|
|
|
408
|
Synovus Financial
Columbus,
Georgia
|
$1.51M
|
+$861K
|
+6,261
|
+134%
|
|
|
409
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$1.51M
|
+$129K
|
+935
|
+9%
|
|
|
410
|
1st Global Advisors
Dallas,
Texas
|
$1.5M
|
-$28.5K
|
-207
|
-2%
|
|
|
411
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.47M
|
+$72.7K
|
+529
|
+5%
|
|
|
412
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.46M
|
+$7.42K
|
+54
|
+0.5%
|
|
|
413
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.45M
|
+$252K
|
+1,835
|
+21%
|
|
|
414
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.45M
|
+$153K
|
+1,114
|
+12%
|
|
|
415
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.44M
|
-$3.02K
|
-22
|
-0.2%
|
|
|
416
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.43M
|
+$47.2K
|
+343
|
+3%
|
|
|
417
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.43M
|
+$55K
|
+400
|
+4%
|
|
|
418
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.42M
|
+$143K
|
+1,037
|
+11%
|
|
|
419
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.41M
|
+$318K
|
+2,310
|
+29%
|
|
|
420
|
Elm Advisors
Burlingame,
California
|
$1.41M
|
–
|
–
|
–
|
|
|
421
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.4M
|
+$95K
|
+691
|
+7%
|
|
|
422
|
Wellington Management Group
Boston,
Massachusetts
|
$1.38M
|
–
|
–
|
–
|
|
|
423
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.38M
|
-$54.9K
|
-399
|
-4%
|
|
|
424
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.37M
|
+$1.37M
|
+9,972
|
New
|
|
|
425
|
EP Wealth Advisors
Torrance,
California
|
$1.37M
|
+$182K
|
+1,321
|
+15%
|
|
