|
401
|
|
$3.61M
|
–
|
–
|
–
|
|
|
402
|
American Portfolios Advisors
Holbrook,
New York
|
$3.6M
|
-$251K
|
-4,122
|
-7%
|
|
|
403
|
Alterna Wealth Management
Houston,
Texas
|
$3.6M
|
-$910K
|
-14,948
|
-21%
|
|
|
404
|
Level Four Advisory Services
Dallas,
Texas
|
$3.58M
|
-$71K
|
-1,166
|
-2%
|
|
|
405
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.57M
|
-$120K
|
-1,964
|
-3%
|
|
|
406
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.53M
|
+$1.88M
|
+30,944
|
+132%
|
|
|
407
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.53M
|
+$103K
|
+1,698
|
+3%
|
|
|
408
|
Central Trust Company
Jefferson City,
Missouri
|
$3.51M
|
-$111K
|
-1,818
|
-3%
|
|
|
409
|
Abbot Financial Management
Andover,
Massachusetts
|
$3.46M
|
-$12.8K
|
-210
|
-0.4%
|
|
|
410
|
Mercer Global Advisors
Denver,
Colorado
|
$3.42M
|
+$155K
|
+2,548
|
+5%
|
|
|
411
|
Evercore Wealth Management
New York
|
$3.4M
|
-$78.3K
|
-1,286
|
-2%
|
|
|
412
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.39M
|
-$362K
|
-5,950
|
-10%
|
|
|
413
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.38M
|
+$27.9K
|
+458
|
+0.9%
|
|
|
414
|
Transform Wealth
Greenwood Village,
Colorado
|
$3.36M
|
-$46.5K
|
-764
|
-1%
|
|
|
415
|
Loveless Wealth Management
Billings,
Montana
|
$3.35M
|
+$153K
|
+2,512
|
+5%
|
|
|
416
|
Bank of Marin
Novato,
California
|
$3.33M
|
-$12.7K
|
-208
|
-0.4%
|
|
|
417
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$3.33M
|
+$2.65M
|
+43,486
|
+560%
|
|
|
418
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$3.33M
|
-$477K
|
-7,832
|
-13%
|
|
|
419
|
Winfield Associates
Cleveland,
Ohio
|
$3.31M
|
-$108K
|
-1,776
|
-3%
|
|
|
420
|
Leuthold Group
Minneapolis,
Minnesota
|
$3.3M
|
+$120K
|
+1,978
|
+4%
|
|
|
421
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$3.27M
|
+$3.07M
|
+50,338
|
New
|
|
|
422
|
Prospera Financial Services
Dallas,
Texas
|
$3.26M
|
+$1.49M
|
+24,398
|
+95%
|
|
|
423
|
Capital Planning
Bellevue,
Washington
|
$3.25M
|
+$3.04M
|
+49,972
|
New
|
|
|
424
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.24M
|
-$191K
|
-3,140
|
-6%
|
|
|
425
|
Bangor Savings Bank
Bangor,
Maine
|
$3.23M
|
+$232K
|
+3,816
|
+8%
|
|
