|
126
|
Comerica Bank
Dallas,
Texas
|
$621K
|
+$643K
|
+557
|
New
|
|
|
127
|
D.A. Davidson & Co
Great Falls,
Montana
|
$603K
|
+$136K
|
+118
|
+28%
|
|
|
128
|
Valeo Financial Advisors
Carmel,
Indiana
|
$600K
|
-$41.6K
|
-36
|
-0%
|
|
|
129
|
Pathway Financial Advisers
Auburn,
Indiana
|
$597K
|
+$618K
|
+535
|
New
|
|
|
130
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$590K
|
-$69.3K
|
-60
|
-10%
|
|
|
131
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$574K
|
–
|
–
|
–
|
|
|
132
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$570K
|
+$590K
|
+511
|
New
|
|
|
133
|
Independent Wealth Network
Urbandale,
Iowa
|
$563K
|
–
|
–
|
–
|
|
|
134
|
|
$558K
|
–
|
–
|
–
|
|
|
135
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$540K
|
–
|
–
|
–
|
|
|
136
|
Farther Finance Advisors
San Francisco,
California
|
$540K
|
+$171K
|
+148
|
+44%
|
|
|
137
|
Creative Planning
Overland Park,
Kansas
|
$502K
|
+$60.1K
|
+52
|
+13%
|
|
|
138
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$495K
|
–
|
–
|
–
|
|
|
139
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$487K
|
+$45K
|
+39
|
+10%
|
|
|
140
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$487K
|
+$49.7K
|
+43
|
+11%
|
|
|
141
|
Crew Capital Management
Cincinnati,
Ohio
|
$476K
|
–
|
–
|
–
|
|
|
142
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$456K
|
-$10.4K
|
-9
|
-2%
|
|
|
143
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$449K
|
–
|
–
|
–
|
|
|
144
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$444K
|
+$35.8K
|
+31
|
+8%
|
|
|
145
|
Nuveen
Charlotte,
North Carolina
|
$426K
|
-$44.2M
|
-38,247
|
Closed
|
|
|
146
|
WFA of San Diego
San Diego,
California
|
$425K
|
-$24.3K
|
-21
|
-5%
|
|
|
147
|
William Blair & Company
Chicago,
Illinois
|
$394K
|
-$39.3K
|
-34
|
-9%
|
|
|
148
|
|
$394K
|
–
|
–
|
–
|
|
|
149
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$391K
|
-$17.3K
|
-15
|
-4%
|
|
|
150
|
Bank of Marin
Novato,
California
|
$384K
|
-$40.4K
|
-35
|
-9%
|
|
