|
601
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$405K
|
+$386K
|
+680
|
New
|
|
|
602
|
Regal Investment Advisors
Kentwood,
Michigan
|
$404K
|
+$1.7K
|
+3
|
+0.4%
|
|
|
603
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$403K
|
+$384K
|
+677
|
New
|
|
|
604
|
Bailard
Foster City,
California
|
$400K
|
–
|
–
|
–
|
|
|
605
|
Fermata Advisors
Sonoma,
California
|
$395K
|
-$2.84K
|
-5
|
-0.7%
|
|
|
606
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$394K
|
+$376K
|
+662
|
New
|
|
|
607
|
|
$391K
|
-$705K
|
-1,242
|
-65%
|
|
|
608
|
Raymond James Trust
St. Petersburg,
Florida
|
$389K
|
+$113K
|
+199
|
+44%
|
|
|
609
|
Wellington Shields Capital Management
New York
|
$388K
|
-$22.7K
|
-40
|
-6%
|
|
|
610
|
Montag & Associates
Atlanta,
Georgia
|
$387K
|
–
|
–
|
–
|
|
|
611
|
Modera Wealth Management
Westwood,
New Jersey
|
$383K
|
+$366K
|
+644
|
New
|
|
|
612
|
ALPS Advisors
Denver,
Colorado
|
$382K
|
-$642K
|
-1,130
|
-64%
|
|
|
613
|
Banco Santander
Madrid,
Spain
|
$379K
|
-$145K
|
-256
|
-29%
|
|
|
614
|
Marcum Wealth
Cleveland,
Ohio
|
$377K
|
+$1.14K
|
+2
|
+0.3%
|
|
|
615
|
|
$376K
|
+$359K
|
+632
|
New
|
|
|
616
|
UMB Bank
Kansas City,
Missouri
|
$371K
|
+$354K
|
+623
|
New
|
|
|
617
|
Cambridge Trust
Cambridge,
Massachusetts
|
$362K
|
+$345K
|
+608
|
New
|
|
|
618
|
Presidio Capital Management
San Diego,
California
|
$362K
|
+$345K
|
+608
|
New
|
|
|
619
|
Becker Capital Management
Portland,
Oregon
|
$357K
|
–
|
–
|
–
|
|
|
620
|
Hixon Zuercher
Findlay,
Ohio
|
$357K
|
–
|
–
|
–
|
|
|
621
|
Holt Capital Partners
Fort Worth,
Texas
|
$357K
|
–
|
–
|
–
|
|
|
622
|
Suncoast Equity Management
Tampa,
Florida
|
$356K
|
-$55.1K
|
-97
|
-14%
|
|
|
623
|
Wealth Alliance
Mellville,
New York
|
$354K
|
-$3.41K
|
-6
|
-1%
|
|
|
624
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$354K
|
+$106K
|
+186
|
+46%
|
|
|
625
|
Fisher Asset Management
Camas,
Washington
|
$350K
|
+$568
|
+1
|
+0.2%
|
|
