|
151
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$270K
|
-$5.16K
|
-97
|
-2%
|
|
|
152
|
Rothschild Investment LLC
Chicago,
Illinois
|
$268K
|
–
|
–
|
–
|
|
|
153
|
Equitable Holdings
New York
|
$266K
|
+$264K
|
+4,960
|
New
|
|
|
154
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$257K
|
+$255K
|
+4,799
|
New
|
|
|
155
|
Cerity Partners OCIO
New York
|
$256K
|
-$21.8K
|
-410
|
-8%
|
|
|
156
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$255K
|
-$126K
|
-2,372
|
-33%
|
|
|
157
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$254K
|
-$4.15K
|
-78
|
-2%
|
|
|
158
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$251K
|
–
|
–
|
–
|
|
|
159
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$250K
|
+$248K
|
+4,662
|
New
|
|
|
160
|
Allworth Financial
Folsom,
California
|
$246K
|
-$229K
|
-4,310
|
-48%
|
|
|
161
|
Howard Wealth Management
Madison,
Connecticut
|
$245K
|
+$6.65K
|
+125
|
+3%
|
|
|
162
|
Financial Services Advisory
Rockville,
Maryland
|
$245K
|
+$243K
|
+4,574
|
New
|
|
|
163
|
Cascadia Advisory Services
Portland,
Oregon
|
$242K
|
+$240K
|
+4,511
|
New
|
|
|
164
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$242K
|
+$241K
|
+4,524
|
New
|
|
|
165
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$240K
|
–
|
–
|
–
|
|
|
166
|
Raymond James & Associates
St Petersburg,
Florida
|
$238K
|
-$235K
|
-4,424
|
-50%
|
|
|
167
|
CKW Financial Group
Honolulu,
Hawaii
|
$238K
|
+$25.3K
|
+476
|
+12%
|
|
|
168
|
Keebeck Wealth Management
Chicago,
Illinois
|
$231K
|
+$229K
|
+4,306
|
New
|
|
|
169
|
Brown Advisory
Baltimore,
Maryland
|
$230K
|
–
|
–
|
–
|
|
|
170
|
Narwhal Capital Management
Marietta,
Georgia
|
$225K
|
–
|
–
|
–
|
|
|
171
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$223K
|
-$21.4K
|
-402
|
-9%
|
|
|
172
|
Parallel Advisors
San Francisco,
California
|
$221K
|
–
|
–
|
–
|
|
|
173
|
Asset Dedication LLC
San Francisco,
California
|
$220K
|
–
|
–
|
–
|
|
|
174
|
Venturi Wealth Management
Austin,
Texas
|
$218K
|
-$20.7K
|
-390
|
-9%
|
|
|
175
|
Formidable Asset Management
Cincinnati,
Ohio
|
$215K
|
-$106
|
-2
|
-0.1%
|
|
