|
1001
|
Safeguard Investment Advisory Group
Corona,
California
|
$371K
|
-$29.4K
|
-264
|
-7%
|
|
|
1002
|
SeaCrest Wealth Management
Purchase,
New York
|
$367K
|
+$365K
|
+3,270
|
New
|
|
|
1003
|
MilWealth Group
Milwaukee,
Wisconsin
|
$366K
|
–
|
–
|
–
|
|
|
1004
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$365K
|
+$40.2K
|
+360
|
+12%
|
|
|
1005
|
Thomasville National Bank
Thomasville,
Georgia
|
$363K
|
–
|
–
|
–
|
|
|
1006
|
Gradient Capital Advisors
San Diego,
California
|
$363K
|
+$95.8K
|
+859
|
+36%
|
|
|
1007
|
Waterfront Wealth
Overland Park,
Kansas
|
$361K
|
+$6.69K
|
+60
|
+2%
|
|
|
1008
|
Argent Trust Co
Nashville,
Tennessee
|
$359K
|
-$147K
|
-1,316
|
-29%
|
|
|
1009
|
Alpine Woods Capital Investors
Purchase,
New York
|
$359K
|
–
|
–
|
–
|
|
|
1010
|
Evercore Wealth Management
New York
|
$359K
|
–
|
–
|
–
|
|
|
1011
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$358K
|
-$2.34K
|
-21
|
-0.7%
|
|
|
1012
|
Personal Capital Advisors
Redwood City,
California
|
$357K
|
-$409K
|
-3,668
|
-54%
|
|
|
1013
|
NBT Bank
Norwich,
New York
|
$356K
|
-$8.37K
|
-75
|
-2%
|
|
|
1014
|
Archvest Wealth Advisors
Concord,
California
|
$354K
|
–
|
–
|
–
|
|
|
1015
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$354K
|
–
|
–
|
–
|
|
|
1016
|
PrairieView Partners
St. Paul,
Minnesota
|
$354K
|
+$326K
|
+2,924
|
+1,260%
|
|
|
1017
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$351K
|
–
|
–
|
–
|
|
|
1018
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$350K
|
+$1.11K
|
+10
|
+0.3%
|
|
|
1019
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$349K
|
-$131K
|
-1,173
|
-27%
|
|
|
1020
|
S.A. Mason
Holland,
Michigan
|
$349K
|
-$10.8K
|
-97
|
-3%
|
|
|
1021
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$347K
|
-$22.1K
|
-198
|
-6%
|
|
|
1022
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$346K
|
+$43.8K
|
+393
|
+15%
|
|
|
1023
|
|
$345K
|
–
|
–
|
–
|
|
|
1024
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$344K
|
+$1.67K
|
+15
|
+0.5%
|
|
|
1025
|
GM Advisory Group
Melville,
New York
|
$342K
|
+$112K
|
+1,008
|
+49%
|
|
