|
351
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$470K
|
–
|
–
|
–
|
|
|
352
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$469K
|
+$130K
|
+774
|
+48%
|
|
|
353
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$466K
|
+$407K
|
+2,427
|
New
|
|
|
354
|
Kingswood Wealth Advisors
San Diego,
California
|
$465K
|
-$637K
|
-3,795
|
-61%
|
|
|
355
|
Waverly Advisors
Birmingham,
Alabama
|
$461K
|
+$403K
|
+2,403
|
New
|
|
|
356
|
Nomura Asset Management
Tokyo,
Japan
|
$461K
|
–
|
–
|
–
|
|
|
357
|
Davis Investment Partners
Charlotte,
North Carolina
|
$455K
|
+$32.2K
|
+192
|
+8%
|
|
|
358
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$453K
|
-$41.3K
|
-246
|
-9%
|
|
|
359
|
Accredited Investors
Edina,
Minnesota
|
$452K
|
+$7.05K
|
+42
|
+2%
|
|
|
360
|
|
$448K
|
+$403K
|
+2,400
|
New
|
|
|
361
|
Summit X LLC
Chesterfield,
Missouri
|
$447K
|
+$81.5K
|
+486
|
+22%
|
|
|
362
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$440K
|
+$384K
|
+2,289
|
New
|
|
|
363
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$436K
|
-$156K
|
-927
|
-29%
|
|
|
364
|
Delta Investment Management
San Francisco,
California
|
$431K
|
+$2.01K
|
+12
|
+0.5%
|
|
|
365
|
Lodestar Private Asset Management
Alamo,
California
|
$428K
|
+$9.06K
|
+54
|
+2%
|
|
|
366
|
Private Wealth Advisors (California)
Fresno,
California
|
$428K
|
-$54.4K
|
-324
|
-13%
|
|
|
367
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$422K
|
+$75K
|
+447
|
+26%
|
|
|
368
|
SOA Wealth Advisors
New York
|
$417K
|
+$2.01K
|
+12
|
+0.6%
|
|
|
369
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$415K
|
+$62.9K
|
+375
|
+21%
|
|
|
370
|
Pacific Center for Financial Services
San Ramon,
California
|
$410K
|
+$37.2K
|
+222
|
+12%
|
|
|
371
|
Huntington National Bank
Columbus,
Ohio
|
$408K
|
–
|
–
|
–
|
|
|
372
|
National Wealth Management Group
Cincinnati,
Ohio
|
$404K
|
+$503
|
+3
|
+0.1%
|
|
|
373
|
Gerber LLC
Columbus,
Ohio
|
$403K
|
+$352K
|
+2,100
|
New
|
|
|
374
|
HB Wealth Management
Atlanta,
Georgia
|
$403K
|
–
|
–
|
–
|
|
|
375
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$400K
|
–
|
–
|
–
|
|
