|
351
|
Gradient Capital Advisors
San Diego,
California
|
$567K
|
-$23.8K
|
-922
|
-4%
|
|
|
352
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$565K
|
+$576K
|
+22,366
|
New
|
|
|
353
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$564K
|
–
|
–
|
–
|
|
|
354
|
PFG Advisors
Phoenix,
Arizona
|
$563K
|
-$493K
|
-19,126
|
-46%
|
|
|
355
|
Yoder Wealth Management
Walnut Creek,
California
|
$550K
|
-$25.8K
|
-1,000
|
-4%
|
|
|
356
|
|
$550K
|
-$27.4K
|
-1,062
|
-5%
|
|
|
357
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$542K
|
+$19.1K
|
+740
|
+4%
|
|
|
358
|
Shearwater Capital
Denver,
Colorado
|
$538K
|
-$10K
|
-388
|
-2%
|
|
|
359
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$534K
|
-$161K
|
-6,230
|
-23%
|
|
|
360
|
Northern Trust
Chicago,
Illinois
|
$533K
|
-$18K
|
-700
|
-3%
|
|
|
361
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$526K
|
+$76.7K
|
+2,976
|
+17%
|
|
|
362
|
Lido Advisors
Los Angeles,
California
|
$518K
|
+$239K
|
+9,290
|
+83%
|
|
|
363
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$512K
|
+$523K
|
+20,294
|
New
|
|
|
364
|
Latitude Advisors
Vero Beach,
Florida
|
$511K
|
-$71.4K
|
-2,770
|
-12%
|
|
|
365
|
Cubic Asset Management
Boston,
Massachusetts
|
$502K
|
+$1.8K
|
+70
|
+0.4%
|
|
|
366
|
Great Diamond Partners
Portland,
Maine
|
$492K
|
+$502K
|
+19,482
|
New
|
|
|
367
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$490K
|
-$62.3K
|
-2,416
|
-11%
|
|
|
368
|
Destiny Wealth Partners
Tavares,
Florida
|
$489K
|
–
|
–
|
–
|
|
|
369
|
Credit Suisse
Zurich,
Switzerland
|
$486K
|
+$148K
|
+5,758
|
+43%
|
|
|
370
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$486K
|
-$14.1K
|
-546
|
-3%
|
|
|
371
|
OneAscent Financial Services
Birmingham,
Alabama
|
$481K
|
+$492K
|
+19,072
|
New
|
|
|
372
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$477K
|
+$14.3K
|
+554
|
+3%
|
|
|
373
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$476K
|
-$5.75M
|
-223,176
|
-92%
|
|
|
374
|
Aprio Wealth Management
Atlanta,
Georgia
|
$466K
|
-$90.9K
|
-3,526
|
-16%
|
|
|
375
|
IEQ Capital
Foster City,
California
|
$465K
|
+$2.32K
|
+90
|
+0.5%
|
|
