|
276
|
Surevest
Los Angeles,
California
|
$1.12M
|
+$1.24M
|
+9,838
|
New
|
|
|
277
|
Asset Dedication LLC
San Francisco,
California
|
$1.12M
|
+$260K
|
+2,056
|
+26%
|
|
|
278
|
Veritable
Wilmington,
Delaware
|
$1.12M
|
–
|
–
|
–
|
|
|
279
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.11M
|
-$119K
|
-938
|
-9%
|
|
|
280
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.11M
|
+$1.23M
|
+9,726
|
New
|
|
|
281
|
|
$1.09M
|
–
|
–
|
–
|
|
|
282
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.07M
|
-$253
|
-2
|
-0%
|
|
|
283
|
Gradient Capital Advisors
San Diego,
California
|
$1.07M
|
+$638K
|
+5,044
|
+117%
|
|
|
284
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.04M
|
+$106K
|
+840
|
+10%
|
|
|
285
|
GFS Advisors
Houston,
Texas
|
$1.04M
|
+$46.6K
|
+368
|
+4%
|
|
|
286
|
Joel Isaacson & Co
New York
|
$1.03M
|
+$330K
|
+2,609
|
+44%
|
|
|
287
|
WrapManager Inc
Mill Valley,
California
|
$1.02M
|
-$60.7K
|
-480
|
-5%
|
|
|
288
|
BTC Capital Management
Des Moines,
Iowa
|
$1.01M
|
+$11.4K
|
+90
|
+1%
|
|
|
289
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.01M
|
+$70.4K
|
+556
|
+7%
|
|
|
290
|
Western Wealth Management
Golden,
Colorado
|
$987K
|
+$1.1M
|
+8,675
|
New
|
|
|
291
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$986K
|
+$1.09M
|
+8,642
|
New
|
|
|
292
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$983K
|
–
|
–
|
–
|
|
|
293
|
Arete Wealth Advisors
Chicago,
Illinois
|
$976K
|
+$41.8K
|
+330
|
+4%
|
|
|
294
|
Burney Company
Reston,
Virginia
|
$970K
|
-$55.9K
|
-442
|
-5%
|
|
|
295
|
Ballentine Partners
Waltham,
Massachusetts
|
$962K
|
+$2.02K
|
+16
|
+0.2%
|
|
|
296
|
NewEdge Advisors
New Orleans,
Louisiana
|
$957K
|
+$355K
|
+2,802
|
+50%
|
|
|
297
|
Truepoint Inc
Cincinnati,
Ohio
|
$951K
|
+$1.06M
|
+8,341
|
New
|
|
|
298
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$948K
|
+$227K
|
+1,794
|
+28%
|
|
|
299
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$944K
|
-$48K
|
-379
|
-4%
|
|
|
300
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$923K
|
+$98.2K
|
+776
|
+11%
|
|
