|
401
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$3.12M
|
+$269K
|
+4,145
|
+10%
|
|
|
402
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$3.12M
|
+$238K
|
+3,665
|
+9%
|
|
|
403
|
Bath Savings Trust
Bath,
Maine
|
$3.11M
|
-$37.5K
|
-578
|
-1%
|
|
|
404
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$3.1M
|
-$478K
|
-7,368
|
-14%
|
|
|
405
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$3.09M
|
-$15.3K
|
-235
|
-0.5%
|
|
|
406
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.09M
|
+$25.7K
|
+396
|
+0.9%
|
|
|
407
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$3.08M
|
+$274K
|
+4,220
|
+10%
|
|
|
408
|
Custos Family Office
Austin,
Texas
|
$3.06M
|
+$325
|
+5
|
+0%
|
|
|
409
|
Retirement Guys Formula
Maumee,
Ohio
|
$3.06M
|
-$29.9K
|
-460
|
-1%
|
|
|
410
|
Vernal Point Advisors
San Francisco,
California
|
$3.05M
|
-$42.9K
|
-660
|
-1%
|
|
|
411
|
Accredited Investors
Edina,
Minnesota
|
$3.01M
|
+$896K
|
+13,795
|
+46%
|
|
|
412
|
SBI Securities
Tokyo,
Japan
|
$3M
|
-$2.93M
|
-45,171
|
-51%
|
|
|
413
|
Westside Investment Management
Santa Monica,
California
|
$2.98M
|
-$12.3K
|
-190
|
-0.4%
|
|
|
414
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$2.93M
|
–
|
–
|
–
|
|
|
415
|
Diversify Advisory Services
Sandy,
Utah
|
$2.92M
|
-$2.72M
|
-41,840
|
-50%
|
|
|
416
|
Verity Asset Management
Durham,
North Carolina
|
$2.91M
|
-$3.13M
|
-48,260
|
-53%
|
|
|
417
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.9M
|
+$796K
|
+12,264
|
+41%
|
|
|
418
|
Leelyn Smith
Geneva,
Illinois
|
$2.88M
|
+$88.1K
|
+1,357
|
+3%
|
|
|
419
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.88M
|
-$27.6K
|
-425
|
-1%
|
|
|
420
|
Everest Management Corp
Cupertino,
California
|
$2.88M
|
+$434K
|
+6,680
|
+19%
|
|
|
421
|
Avalon Trust
Santa Fe,
New Mexico
|
$2.87M
|
+$1.08M
|
+16,577
|
+66%
|
|
|
422
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$2.86M
|
+$19.2K
|
+295
|
+0.7%
|
|
|
423
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.85M
|
-$16K
|
-246
|
-0.6%
|
|
|
424
|
Bricktown Capital
Detroit,
Michigan
|
$2.84M
|
-$15.4M
|
-237,000
|
-85%
|
|
|
425
|
Capital Insight Partners
Scottsdale,
Arizona
|
$2.81M
|
-$11.4K
|
-175
|
-0.4%
|
|
