|
251
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$524K
|
+$148K
|
+2,970
|
+40%
|
|
|
252
|
M Holdings Securities
Portland,
Oregon
|
$500K
|
+$11.3K
|
+226
|
+2%
|
|
|
253
|
Parker Investment Management
Menlo Park,
California
|
$475K
|
-$50
|
-1
|
-0%
|
|
|
254
|
First National Trust
Hermitage,
Pennsylvania
|
$473K
|
+$240K
|
+4,816
|
+105%
|
|
|
255
|
Robertson Stephens Advisors
San Francisco,
California
|
$452K
|
-$75.6K
|
-1,516
|
-14%
|
|
|
256
|
Weatherly Asset Management
Del Mar,
California
|
$451K
|
+$4.34K
|
+87
|
+1%
|
|
|
257
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$450K
|
+$37.3K
|
+747
|
+9%
|
|
|
258
|
LifePlan Financial Group
Dayton,
Ohio
|
$447K
|
+$30.7K
|
+615
|
+7%
|
|
|
259
|
Avantax Planning Partners
Dubuque,
Iowa
|
$445K
|
+$441K
|
+8,836
|
New
|
|
|
260
|
Arden Trust
Wilmington,
Delaware
|
$440K
|
-$70.1K
|
-1,406
|
-14%
|
|
|
261
|
V Wealth Advisors
Overland Park,
Kansas
|
$434K
|
+$13.7K
|
+275
|
+3%
|
|
|
262
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$427K
|
+$1.25K
|
+25
|
+0.3%
|
|
|
263
|
Bank of Hawaii
Honolulu,
Hawaii
|
$417K
|
–
|
–
|
–
|
|
|
264
|
Essex Financial Services
Essex,
Connecticut
|
$413K
|
-$1.46M
|
-29,315
|
-78%
|
|
|
265
|
AIMZ Investment Advisors
Los Altos,
California
|
$404K
|
–
|
–
|
–
|
|
|
266
|
Proficio Capital Partners
Newton,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
267
|
Regions Financial Corp
Birmingham,
Alabama
|
$399K
|
+$396K
|
+7,931
|
New
|
|
|
268
|
RFG Advisory
Birmingham,
Alabama
|
$392K
|
-$53.6K
|
-1,075
|
-12%
|
|
|
269
|
Parsons Capital Management
Providence,
Rhode Island
|
$384K
|
+$381K
|
+7,637
|
New
|
|
|
270
|
EFG Asset Management (Americas)
Miami,
Florida
|
$365K
|
-$51K
|
-1,023
|
-12%
|
|
|
271
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$365K
|
+$56.6K
|
+1,134
|
+19%
|
|
|
272
|
Brighton Jones LLC
Seattle,
Washington
|
$365K
|
+$361K
|
+7,241
|
New
|
|
|
273
|
Westside Investment Management
Santa Monica,
California
|
$358K
|
+$100
|
+2
|
+0%
|
|
|
274
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$358K
|
-$89.1K
|
-1,786
|
-20%
|
|
|
275
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$345K
|
+$2.84K
|
+57
|
+0.8%
|
|
