|
851
|
Mission Wealth Management
Santa Barbara,
California
|
$3.03M
|
-$240K
|
-816
|
-8%
|
|
|
852
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.03M
|
-$240K
|
-817
|
-8%
|
|
|
853
|
Moody National Bank Trust Division
Galveston,
Texas
|
$3.02M
|
–
|
–
|
–
|
|
|
854
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$3.02M
|
+$336K
|
+1,146
|
+14%
|
|
|
855
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$3.01M
|
-$61.1K
|
-208
|
-2%
|
|
|
856
|
CPWM LLC
Seattle,
Washington
|
$3.01M
|
+$44.6K
|
+152
|
+2%
|
|
|
857
|
Sanford Advisory Services
Portage,
Michigan
|
$3.01M
|
+$2.82M
|
+9,592
|
New
|
|
|
858
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.98M
|
-$151K
|
-513
|
-5%
|
|
|
859
|
Telemus Capital
Southfield,
Michigan
|
$2.97M
|
+$46.1K
|
+157
|
+2%
|
|
|
860
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.96M
|
-$294
|
-1
|
-0%
|
|
|
861
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.96M
|
+$240K
|
+817
|
+9%
|
|
|
862
|
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
$2.95M
|
–
|
–
|
–
|
|
|
863
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.94M
|
-$122K
|
-417
|
-4%
|
|
|
864
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$2.93M
|
-$227K
|
-774
|
-8%
|
|
|
865
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.93M
|
+$88.4K
|
+301
|
+3%
|
|
|
866
|
Welch & Forbes
Boston,
Massachusetts
|
$2.93M
|
+$5.28K
|
+18
|
+0.2%
|
|
|
867
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$2.89M
|
+$1.25M
|
+4,242
|
+85%
|
|
|
868
|
Summit Trail Advisors
New York
|
$2.88M
|
+$91.3K
|
+311
|
+4%
|
|
|
869
|
Leelyn Smith
Geneva,
Illinois
|
$2.88M
|
-$2.21M
|
-7,523
|
-84%
|
|
|
870
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.88M
|
+$893K
|
+3,043
|
+50%
|
|
|
871
|
Intersect Capital
San Ramon,
California
|
$2.87M
|
+$81.3K
|
+277
|
+3%
|
|
|
872
|
Sepio Capital
Salt Lake City,
Utah
|
$2.85M
|
-$290K
|
-987
|
-10%
|
|
|
873
|
First Foundation Advisors
Irvine,
California
|
$2.83M
|
+$603K
|
+2,054
|
+29%
|
|
|
874
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.83M
|
-$14.7K
|
-50
|
-0.6%
|
|
|
875
|
AllianceBernstein
Nashville,
Tennessee
|
$2.82M
|
+$171K
|
+581
|
+7%
|
|
