|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27K
|
–
|
–
|
–
|
|
|
302
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
+$4.9K
|
+75
|
+23%
|
|
|
303
|
Baystate Wealth Management
Boston,
Massachusetts
|
$25K
|
+$26K
|
+397
|
New
|
|
|
304
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$25K
|
+$26K
|
+398
|
New
|
|
|
305
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$24K
|
+$1.44K
|
+22
|
+6%
|
|
|
306
|
Parallel Advisors
San Francisco,
California
|
$24K
|
+$4.45K
|
+68
|
+22%
|
|
|
307
|
Harvest Fund Management
Beijing,
China
|
$23K
|
–
|
–
|
–
|
|
|
308
|
Peregrine Capital Management
Minneapolis,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
309
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$20.6K
|
-$9.8K
|
-150
|
-32%
|
|
|
310
|
PNC Managed Account Solutions
Houston,
Texas
|
$20K
|
+$21K
|
+322
|
New
|
|
|
311
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19K
|
–
|
–
|
–
|
|
|
312
|
Cypress Point Wealth Management
Dallas,
Texas
|
$19K
|
+$19.6K
|
+300
|
New
|
|
|
313
|
Berman Capital Advisors
Atlanta,
Georgia
|
$18K
|
-$392
|
-6
|
-2%
|
|
|
314
|
Annapolis Financial Services
Annapolis,
Maryland
|
$17K
|
–
|
–
|
–
|
|
|
315
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
316
|
Gemmer Asset Management
Walnut Creek,
California
|
$15K
|
–
|
–
|
–
|
|
|
317
|
Global Retirement Partners
San Rafael,
California
|
$14K
|
-$131
|
-2
|
-0.9%
|
|
|
318
|
Oakworth Capital
Birmingham,
Alabama
|
$13K
|
–
|
–
|
–
|
|
|
319
|
Meeder Asset Management
Dublin,
Ohio
|
$13K
|
+$3.79K
|
+58
|
+39%
|
|
|
320
|
Advisory Services Network
Atlanta,
Georgia
|
$13K
|
+$13.1K
|
+200
|
New
|
|
|
321
|
Schroder Investment Management Group
London,
United Kingdom
|
$9K
|
-$8.63K
|
-132
|
-47%
|
|
|
322
|
Endurance Wealth Management
Providence,
Rhode Island
|
$9K
|
–
|
–
|
–
|
|
|
323
|
CVA Family Office
Denver,
Colorado
|
$8K
|
+$7.52K
|
+115
|
+1,150%
|
|
|
324
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7K
|
+$2.09K
|
+32
|
+41%
|
|
|
325
|
Clearstead Advisors
Cleveland,
Ohio
|
$6K
|
-$14.1K
|
-215
|
-71%
|
|
