|
401
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.02M
|
–
|
–
|
–
|
|
|
402
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.01M
|
-$365K
|
-3,703
|
-27%
|
|
|
403
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.01M
|
-$788
|
-8
|
-0.1%
|
|
|
404
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.01M
|
+$954K
|
+9,684
|
New
|
|
|
405
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1.01M
|
+$975K
|
+9,898
|
New
|
|
|
406
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1M
|
–
|
–
|
–
|
|
|
407
|
Williams Jones & Associates
New York
|
$988K
|
-$98.5K
|
-1,000
|
-9%
|
|
|
408
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$988K
|
+$954K
|
+9,686
|
New
|
|
|
409
|
Grimes & Company
Westborough,
Massachusetts
|
$982K
|
-$3.94K
|
-40
|
-0.4%
|
|
|
410
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$977K
|
+$943K
|
+9,580
|
New
|
|
|
411
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$973K
|
+$939K
|
+9,540
|
New
|
|
|
412
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$971K
|
+$486K
|
+4,932
|
+108%
|
|
|
413
|
Regions Financial Corp
Birmingham,
Alabama
|
$966K
|
+$448K
|
+4,549
|
+92%
|
|
|
414
|
Veritable
Wilmington,
Delaware
|
$960K
|
–
|
–
|
–
|
|
|
415
|
RWA Wealth Partners
Newton,
Massachusetts
|
$958K
|
+$183K
|
+1,861
|
+25%
|
|
|
416
|
Busey Bank
Urbana,
Illinois
|
$957K
|
-$63.8K
|
-648
|
-6%
|
|
|
417
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$945K
|
-$1.48K
|
-15
|
-0.2%
|
|
|
418
|
BFSG LLC
Irvine,
California
|
$932K
|
+$5.02K
|
+51
|
+0.6%
|
|
|
419
|
|
$932K
|
+$899K
|
+9,131
|
New
|
|
|
420
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$926K
|
+$1.08K
|
+11
|
+0.1%
|
|
|
421
|
Klingman & Associates
New York
|
$911K
|
-$17.9K
|
-182
|
-2%
|
|
|
422
|
Trust Company
Manhattan,
Kansas
|
$909K
|
–
|
–
|
–
|
|
|
423
|
Corient Capital Partners
Newport Beach,
California
|
$898K
|
+$60.4K
|
+613
|
+7%
|
|
|
424
|
Millennium Management
New York
|
$887K
|
-$575K
|
-5,844
|
-40%
|
|
|
425
|
Cooper/Haims Advisors
Victor,
New York
|
$887K
|
+$856K
|
+8,691
|
New
|
|
