|
501
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$923K
|
+$956K
|
+50,788
|
New
|
|
|
502
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$921K
|
-$695K
|
-36,908
|
-42%
|
|
|
503
|
Hoese & Co
Glencoe,
Minnesota
|
$917K
|
–
|
–
|
–
|
|
|
504
|
Oxford Financial Group
Carmel,
Indiana
|
$916K
|
-$36.3K
|
-1,928
|
-4%
|
|
|
505
|
Leavell Investment Management
Mobile,
Alabama
|
$913K
|
+$26.7K
|
+1,420
|
+3%
|
|
|
506
|
Steward Partners Investment Advisory
New York
|
$895K
|
-$37K
|
-1,968
|
-4%
|
|
|
507
|
TrueWealth Advisors
Birmingham,
Alabama
|
$883K
|
-$11.5K
|
-612
|
-1%
|
|
|
508
|
Islay Capital Management
Lubbock,
Texas
|
$868K
|
-$7.53K
|
-400
|
-0.8%
|
|
|
509
|
BCS Wealth Management
Johnson City,
Tennessee
|
$868K
|
+$899K
|
+47,744
|
New
|
|
|
510
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$865K
|
+$896K
|
+47,596
|
New
|
|
|
511
|
Cozad Asset Management
Champaign,
Illinois
|
$857K
|
–
|
–
|
–
|
|
|
512
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$851K
|
–
|
–
|
–
|
|
|
513
|
Sovereign Financial Group
Stamford,
Connecticut
|
$848K
|
-$15.4K
|
-816
|
-2%
|
|
|
514
|
WealthTrust Asset Management
Destin,
Florida
|
$846K
|
+$876K
|
+46,516
|
New
|
|
|
515
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$845K
|
+$637K
|
+33,856
|
+309%
|
|
|
516
|
Appleton Group
Appleton,
Wisconsin
|
$842K
|
-$19.7M
|
-1,048,724
|
-96%
|
|
|
517
|
Indie Asset Partners
Carmel,
Indiana
|
$840K
|
-$1.51K
|
-80
|
-0.2%
|
|
|
518
|
Smith, Moore & Co
Clayton,
Missouri
|
$840K
|
+$636K
|
+33,776
|
+271%
|
|
|
519
|
First Foundation Advisors
Irvine,
California
|
$837K
|
+$866K
|
+46,024
|
New
|
|
|
520
|
Valeo Financial Advisors
Carmel,
Indiana
|
$836K
|
+$45K
|
+2,388
|
+5%
|
|
|
521
|
Plancorp LLC
Saint Louis,
Missouri
|
$831K
|
+$860K
|
+45,704
|
New
|
|
|
522
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$827K
|
-$1.17M
|
-62,196
|
-58%
|
|
|
523
|
|
$825K
|
-$22.9K
|
-1,216
|
-3%
|
|
|
524
|
UMB Bank
Kansas City,
Missouri
|
$822K
|
-$22.6K
|
-1,200
|
-3%
|
|
|
525
|
Iams Wealth Management
Omaha,
Nebraska
|
$822K
|
+$851K
|
+45,188
|
New
|
|
