|
251
|
Alera Investment Advisors
Deerfield,
Illinois
|
$523K
|
-$112K
|
-663
|
-18%
|
|
|
252
|
Chemical Bank
Detroit,
Michigan
|
$517K
|
-$102K
|
-600
|
-17%
|
|
|
253
|
Advisory Services Network
Atlanta,
Georgia
|
$512K
|
+$18K
|
+106
|
+4%
|
|
|
254
|
IberiaBank
Lafayette,
Louisiana
|
$511K
|
-$4.07K
|
-24
|
-0.8%
|
|
|
255
|
Liberty Wealth Management
Oakland,
California
|
$511K
|
+$847
|
+5
|
+0.2%
|
|
|
256
|
Sonata Capital Group
Seattle,
Washington
|
$507K
|
–
|
–
|
–
|
|
|
257
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$501K
|
+$146K
|
+859
|
+40%
|
|
|
258
|
AIMZ Investment Advisors
Los Altos,
California
|
$497K
|
+$5.42K
|
+32
|
+1%
|
|
|
259
|
Hamilton Wealth
Encino,
California
|
$494K
|
-$28.8K
|
-170
|
-6%
|
|
|
260
|
Whittier Trust
South Pasadena,
California
|
$492K
|
+$1.86K
|
+11
|
+0.4%
|
|
|
261
|
RDA Financial Network
Akron,
Iowa
|
$489K
|
+$488K
|
+2,880
|
New
|
|
|
262
|
Litman Gregory Wealth Management
Larkspur,
California
|
$487K
|
-$63.2K
|
-373
|
-12%
|
|
|
263
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$480K
|
-$105K
|
-621
|
-18%
|
|
|
264
|
Leavell Investment Management
Mobile,
Alabama
|
$479K
|
–
|
–
|
–
|
|
|
265
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$476K
|
-$62.2K
|
-367
|
-12%
|
|
|
266
|
CIBC World Market
Toronto,
Ontario, Canada
|
$465K
|
-$828K
|
-4,886
|
-64%
|
|
|
267
|
Hilton Capital Management
Garden City,
New York
|
$462K
|
-$603K
|
-3,560
|
Closed
|
|
|
268
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$462K
|
–
|
–
|
–
|
|
|
269
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$453K
|
+$2.88K
|
+17
|
+0.7%
|
|
|
270
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$448K
|
-$40K
|
-236
|
-8%
|
|
|
271
|
Donor Advised Charitable Giving
San Francisco,
California
|
$448K
|
–
|
–
|
–
|
|
|
272
|
Financial Insights
Tacoma,
Washington
|
$448K
|
–
|
–
|
–
|
|
|
273
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$444K
|
+$10.7K
|
+63
|
+3%
|
|
|
274
|
West Coast Financial
Santa Barbara,
California
|
$442K
|
-$5.93K
|
-35
|
-1%
|
|
|
275
|
|
$417K
|
-$21.7K
|
-128
|
-5%
|
|
