|
401
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$255K
|
+$75K
|
+6,936
|
+37%
|
|
|
402
|
Transform Wealth
Greenwood Village,
Colorado
|
$253K
|
–
|
–
|
–
|
|
|
403
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$253K
|
+$6.42K
|
+594
|
+2%
|
|
|
404
|
Cetera Advisor Networks
El Segundo,
California
|
$247K
|
+$59.1K
|
+5,466
|
+29%
|
|
|
405
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$243K
|
-$66.8K
|
-6,174
|
-20%
|
|
|
406
|
Heritage Way Advisors
Rockford,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
407
|
Delta Asset Management
Memphis,
Tennessee
|
$240K
|
–
|
–
|
–
|
|
|
408
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$240K
|
+$2.6K
|
+240
|
+1%
|
|
|
409
|
Bowie Capital Management
Richardson,
Texas
|
$240K
|
+$260K
|
+24,000
|
New
|
|
|
410
|
Sonora Investment Management
Tucson,
Arizona
|
$235K
|
–
|
–
|
–
|
|
|
411
|
Managed Account Services
Coconut Grove,
Florida
|
$234K
|
+$236K
|
+21,870
|
New
|
|
|
412
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$231K
|
-$191K
|
-17,658
|
-43%
|
|
|
413
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$231K
|
+$1.36K
|
+126
|
+0.5%
|
|
|
414
|
Next Financial Group
Houston,
Texas
|
$230K
|
+$249K
|
+23,016
|
New
|
|
|
415
|
Cetera Advisors
Denver,
Colorado
|
$226K
|
+$3.05K
|
+282
|
+1%
|
|
|
416
|
Evanson Asset Management
Carmel,
California
|
$222K
|
–
|
–
|
–
|
|
|
417
|
Avantax Planning Partners
Dubuque,
Iowa
|
$221K
|
+$3.57K
|
+330
|
+2%
|
|
|
418
|
HL Financial Services
Louisville,
Kentucky
|
$221K
|
+$239K
|
+22,080
|
New
|
|
|
419
|
Avior Wealth Management
Omaha,
Nebraska
|
$220K
|
+$714
|
+66
|
+0.3%
|
|
|
420
|
Squar Milner Financial Services
Irvine,
California
|
$219K
|
-$2.4K
|
-222
|
-1%
|
|
|
421
|
Somerset Group
Wayzata,
Minnesota
|
$218K
|
-$27.8K
|
-2,574
|
-11%
|
|
|
422
|
Global Retirement Partners
San Rafael,
California
|
$218K
|
+$5.32K
|
+492
|
+2%
|
|
|
423
|
D.A. Davidson & Co
Great Falls,
Montana
|
$213K
|
–
|
–
|
–
|
|
|
424
|
WealthSource Partners
San Luis Obispo,
California
|
$213K
|
+$230K
|
+21,306
|
New
|
|
|
425
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$212K
|
–
|
–
|
–
|
|
