|
301
|
Montecito Bank & Trust
Santa Barbara,
California
|
$982K
|
+$599K
|
+9,973
|
+151%
|
|
|
302
|
Chandler Asset Management
San Diego,
California
|
$981K
|
-$154K
|
-2,570
|
-13%
|
|
|
303
|
D.A. Davidson & Co
Great Falls,
Montana
|
$979K
|
+$333K
|
+5,545
|
+51%
|
|
|
304
|
Tolleson Wealth Management
Dallas,
Texas
|
$958K
|
–
|
–
|
–
|
|
|
305
|
Prudential Financial
Newark,
New Jersey
|
$954K
|
-$810K
|
-13,490
|
-46%
|
|
|
306
|
Secure Asset Management
Troy,
Michigan
|
$945K
|
+$339K
|
+5,638
|
+55%
|
|
|
307
|
Brighton Jones LLC
Seattle,
Washington
|
$943K
|
+$89.9K
|
+1,496
|
+10%
|
|
|
308
|
Synovus Financial
Columbus,
Georgia
|
$943K
|
+$957K
|
+15,932
|
New
|
|
|
309
|
William Blair & Company
Chicago,
Illinois
|
$940K
|
+$440K
|
+7,319
|
+86%
|
|
|
310
|
MJP Associates
Farmington,
Connecticut
|
$936K
|
–
|
–
|
–
|
|
|
311
|
Successful Portfolios
Clearwater,
Florida
|
$924K
|
+$482K
|
+8,020
|
+106%
|
|
|
312
|
Glenview Trust
Louisville,
Kentucky
|
$922K
|
+$935K
|
+15,561
|
New
|
|
|
313
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$921K
|
+$86.8K
|
+1,445
|
+10%
|
|
|
314
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$908K
|
-$8.71K
|
-145
|
-0.9%
|
|
|
315
|
Global Retirement Partners
San Rafael,
California
|
$902K
|
+$914K
|
+15,206
|
New
|
|
|
316
|
Belpointe Asset Management
Reno,
Nevada
|
$894K
|
-$1.89M
|
-31,526
|
-68%
|
|
|
317
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$893K
|
-$101K
|
-1,682
|
-10%
|
|
|
318
|
Snider Financial Group
Bellevue,
Washington
|
$873K
|
-$72.5K
|
-1,206
|
-8%
|
|
|
319
|
Telemus Capital
Southfield,
Michigan
|
$872K
|
-$3.93M
|
-65,464
|
-82%
|
|
|
320
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$864K
|
+$55.4K
|
+922
|
+7%
|
|
|
321
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$860K
|
-$374K
|
-6,223
|
-30%
|
|
|
322
|
Rockbridge Investment Management
Syracuse,
New York
|
$859K
|
+$48.9K
|
+814
|
+6%
|
|
|
323
|
WFA of San Diego
San Diego,
California
|
$851K
|
+$863K
|
+14,367
|
New
|
|
|
324
|
Financial Partners Capital Management
New York
|
$848K
|
-$302K
|
-5,025
|
-26%
|
|
|
325
|
Pasadena Private Wealth
Pasadena,
California
|
$818K
|
+$830K
|
+13,807
|
New
|
|
