|
501
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$353K
|
–
|
–
|
–
|
|
|
502
|
SageView Advisory Group
Newport Beach,
California
|
$352K
|
-$1.17M
|
-6,045
|
-78%
|
|
|
503
|
Vanguard Group
Malvern,
Pennsylvania
|
$350K
|
+$71.9K
|
+371
|
+28%
|
|
|
504
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$345K
|
–
|
–
|
–
|
|
|
505
|
First American Trust
Santa Ana,
California
|
$343K
|
+$323K
|
+1,669
|
New
|
|
|
506
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$340K
|
-$24.2K
|
-125
|
-7%
|
|
|
507
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$338K
|
-$4.26K
|
-22
|
-1%
|
|
|
508
|
9258 Wealth Management
Blue Ash,
Ohio
|
$338K
|
-$29.5K
|
-152
|
-8%
|
|
|
509
|
Trellis Advisors
Ellensburg,
Washington
|
$335K
|
–
|
–
|
–
|
|
|
510
|
Mission Creek Capital Partners
San Francisco,
California
|
$334K
|
+$388
|
+2
|
+0.1%
|
|
|
511
|
Anchor Investment Management
Columbia,
South Carolina
|
$328K
|
+$19K
|
+98
|
+7%
|
|
|
512
|
Channel Wealth
Santa Barbara,
California
|
$327K
|
-$83.1K
|
-429
|
-21%
|
|
|
513
|
CIC Wealth
Rockville,
Maryland
|
$324K
|
-$53.1K
|
-274
|
-15%
|
|
|
514
|
Silvercrest Asset Management
New York
|
$323K
|
-$655K
|
-3,380
|
-68%
|
|
|
515
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$320K
|
–
|
–
|
–
|
|
|
516
|
Advisornet Financial
Minnetonka,
Minnesota
|
$319K
|
+$23.8K
|
+123
|
+9%
|
|
|
517
|
Horizon Bancorp
Michigan City,
Indiana
|
$318K
|
+$300K
|
+1,546
|
New
|
|
|
518
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$316K
|
–
|
–
|
–
|
|
|
519
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$313K
|
+$295K
|
+1,521
|
New
|
|
|
520
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$311K
|
+$388
|
+2
|
+0.1%
|
|
|
521
|
DB Wealth Management Group
San Diego,
California
|
$309K
|
–
|
–
|
–
|
|
|
522
|
Evolution Advisers
Richmond,
Virginia
|
$307K
|
–
|
–
|
–
|
|
|
523
|
Partners in Financial Planning
Salem,
Virginia
|
$307K
|
+$194
|
+1
|
+0.1%
|
|
|
524
|
Pacific Sun Financial
Los Angeles,
California
|
$305K
|
+$303K
|
+1,565
|
New
|
|
|
525
|
Townsend Asset Management
Raleigh,
North Carolina
|
$304K
|
+$34.9K
|
+180
|
+14%
|
|
