|
876
|
Marcum Wealth
Cleveland,
Ohio
|
$237K
|
+$243K
|
+1,804
|
New
|
|
|
877
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$235K
|
-$5.93K
|
-44
|
-2%
|
|
|
878
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
879
|
Whalerock Point Partners
Providence,
Rhode Island
|
$234K
|
–
|
–
|
–
|
|
|
880
|
Stelac Advisory Services
New York
|
$234K
|
–
|
–
|
–
|
|
|
881
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$233K
|
+$44.7K
|
+332
|
+23%
|
|
|
882
|
Essex Financial Services
Essex,
Connecticut
|
$231K
|
+$237K
|
+1,761
|
New
|
|
|
883
|
Huntleigh Advisors
St. Louis,
Missouri
|
$230K
|
+$236K
|
+1,752
|
New
|
|
|
884
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$229K
|
+$235K
|
+1,744
|
New
|
|
|
885
|
Nvest Financial
Portsmouth,
New Hampshire
|
$228K
|
+$135
|
+1
|
+0.1%
|
|
|
886
|
Osterweis Capital Management
San Francisco,
California
|
$225K
|
–
|
–
|
–
|
|
|
887
|
CX Institutional
Auburn,
Indiana
|
$224K
|
+$3.91K
|
+29
|
+2%
|
|
|
888
|
Sepio Capital
Salt Lake City,
Utah
|
$224K
|
-$152K
|
-1,132
|
-40%
|
|
|
889
|
World Equity Group
Schaumburg,
Illinois
|
$224K
|
+$229K
|
+1,703
|
New
|
|
|
890
|
NCM Capital Management
Ramsey,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
891
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$221K
|
-$12.7K
|
-94
|
-5%
|
|
|
892
|
Ballentine Partners
Waltham,
Massachusetts
|
$221K
|
+$227K
|
+1,684
|
New
|
|
|
893
|
New Century Financial Group
Princeton,
New Jersey
|
$217K
|
-$43.1K
|
-320
|
-17%
|
|
|
894
|
Clearstead Advisors
Cleveland,
Ohio
|
$217K
|
-$7.27K
|
-54
|
-3%
|
|
|
895
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$214K
|
+$26.9K
|
+200
|
+14%
|
|
|
896
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$214K
|
+$219K
|
+1,628
|
New
|
|
|
897
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$213K
|
+$219K
|
+1,624
|
New
|
|
|
898
|
LGL Partners
Philadelphia,
Pennsylvania
|
$213K
|
+$4.45K
|
+33
|
+2%
|
|
|
899
|
Grassi Investment Management
Santa Clara,
California
|
$213K
|
-$40.4K
|
-300
|
-16%
|
|
|
900
|
AE Wealth Management
Topeka,
Kansas
|
$212K
|
-$1.5M
|
-11,170
|
-87%
|
|
