|
1001
|
Security National Bank
Omaha,
Nebraska
|
$333K
|
–
|
–
|
–
|
|
|
1002
|
Precedent Wealth Partners
Houston,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
1003
|
Parallax Volatility Advisers
San Francisco,
California
|
$332K
|
-$501K
|
-4,018
|
-62%
|
|
|
1004
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$332K
|
-$9.1K
|
-73
|
-3%
|
|
|
1005
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$331K
|
-$982K
|
-7,877
|
-76%
|
|
|
1006
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$330K
|
-$130K
|
-1,042
|
-30%
|
|
|
1007
|
Miracle Mile Advisors
Los Angeles,
California
|
$327K
|
+$17.8K
|
+143
|
+6%
|
|
|
1008
|
SFMG Wealth Advisors
Plano,
Texas
|
$326K
|
-$872
|
-7
|
-0.3%
|
|
|
1009
|
Alethea Capital Management
Mercer Island,
Washington
|
$322K
|
+$298K
|
+2,392
|
New
|
|
|
1010
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$321K
|
-$3.37K
|
-27
|
-1%
|
|
|
1011
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$321K
|
+$39.5K
|
+317
|
+15%
|
|
|
1012
|
WealthBridge Capital Management
Westerville,
Ohio
|
$320K
|
+$1.37K
|
+11
|
+0.5%
|
|
|
1013
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$320K
|
+$17.8K
|
+143
|
+6%
|
|
|
1014
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$320K
|
+$302K
|
+2,424
|
New
|
|
|
1015
|
Formidable Asset Management
Cincinnati,
Ohio
|
$320K
|
–
|
–
|
–
|
|
|
1016
|
Oder Investment Management
Woodland Hills,
California
|
$317K
|
+$872
|
+7
|
+0.3%
|
|
|
1017
|
Rovin Capital
Mesa,
Arizona
|
$316K
|
-$11.7K
|
-94
|
-4%
|
|
|
1018
|
Holistic Planning
Nacogdoches,
Texas
|
$316K
|
+$293K
|
+2,350
|
New
|
|
|
1019
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$316K
|
-$7.1K
|
-57
|
-2%
|
|
|
1020
|
AssetMark Inc
Concord,
California
|
$316K
|
+$107K
|
+858
|
+58%
|
|
|
1021
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$315K
|
+$249
|
+2
|
+0.1%
|
|
|
1022
|
Silvercrest Asset Management
New York
|
$315K
|
+$11.5K
|
+92
|
+4%
|
|
|
1023
|
SYM Financial Corp
Winona Lake,
Indiana
|
$314K
|
+$88.6K
|
+711
|
+44%
|
|
|
1024
|
TCTC Holdings
Dallas,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
1025
|
QTR Family Wealth
Lake Mary,
Florida
|
$314K
|
+$40.5K
|
+325
|
+16%
|
|
