|
251
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.28M
|
-$232K
|
-2,114
|
-9%
|
|
|
252
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.27M
|
-$3.58M
|
-32,537
|
-61%
|
|
|
253
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.24M
|
+$628K
|
+5,713
|
+39%
|
|
|
254
|
KeyBank National Association
Cleveland,
Ohio
|
$2.24M
|
-$121K
|
-1,099
|
-5%
|
|
|
255
|
CoreCap Advisors
Southfield,
Michigan
|
$2.21M
|
-$5.8M
|
-52,757
|
-72%
|
|
|
256
|
Venturi Wealth Management
Austin,
Texas
|
$2.21M
|
-$34.3K
|
-312
|
-2%
|
|
|
257
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$2.21M
|
+$575K
|
+5,235
|
+35%
|
|
|
258
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$2.2M
|
-$157K
|
-1,425
|
-7%
|
|
|
259
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.19M
|
+$429K
|
+3,906
|
+24%
|
|
|
260
|
Institute for Wealth Management
Denver,
Colorado
|
$2.17M
|
-$79.6K
|
-724
|
-4%
|
|
|
261
|
WealthSource Partners
San Luis Obispo,
California
|
$2.12M
|
-$70.1K
|
-638
|
-3%
|
|
|
262
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.09M
|
+$2.09M
|
+18,978
|
New
|
|
|
263
|
Eagle Global Advisors
Houston,
Texas
|
$2.08M
|
+$434K
|
+3,945
|
+26%
|
|
|
264
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.06M
|
+$180K
|
+1,640
|
+10%
|
|
|
265
|
Alpha Cubed Investments
Irvine,
California
|
$2.03M
|
-$642K
|
-5,843
|
-24%
|
|
|
266
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$2M
|
+$2M
|
+18,211
|
New
|
|
|
267
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2M
|
–
|
–
|
–
|
|
|
268
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.98M
|
-$1.1M
|
-9,965
|
-36%
|
|
|
269
|
AssetMark Inc
Concord,
California
|
$1.98M
|
-$278M
|
-2,532,578
|
-99%
|
|
|
270
|
Sicart Associates
New York
|
$1.95M
|
+$819K
|
+7,450
|
+73%
|
|
|
271
|
Aspiriant LLC
Los Angeles,
California
|
$1.92M
|
+$250K
|
+2,271
|
+15%
|
|
|
272
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.91M
|
–
|
–
|
–
|
|
|
273
|
Probity Advisors
Dallas,
Texas
|
$1.91M
|
+$472K
|
+4,298
|
+33%
|
|
|
274
|
Wedbush Securities
Los Angeles,
California
|
$1.84M
|
+$63.2K
|
+575
|
+4%
|
|
|
275
|
Gould Asset Management
Claremont,
California
|
$1.82M
|
+$21.4K
|
+195
|
+1%
|
|
