|
401
|
SSI Investment Management
Los Angeles,
California
|
$175K
|
-$155
|
-10
|
-0.1%
|
|
|
402
|
&Partners
Nashville,
Tennessee
|
$174K
|
-$18.8K
|
-1,210
|
-11%
|
|
|
403
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$174K
|
–
|
–
|
–
|
|
|
404
|
MGO One Seven
Beachwood,
Ohio
|
$174K
|
+$160K
|
+10,300
|
New
|
|
|
405
|
NWAM LLC
Mercer Island,
Washington
|
$173K
|
-$86.7K
|
-5,591
|
-35%
|
|
|
406
|
Biltmore Family Office
Charlotte,
North Carolina
|
$171K
|
+$157K
|
+10,100
|
New
|
|
|
407
|
Omnia Family Wealth
Aventura,
Florida
|
$169K
|
–
|
–
|
–
|
|
|
408
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$166K
|
+$54.3K
|
+3,500
|
+56%
|
|
|
409
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$162K
|
-$2.64M
|
-170,172
|
-95%
|
|
|
410
|
Parallel Advisors
San Francisco,
California
|
$160K
|
+$130K
|
+8,387
|
+792%
|
|
|
411
|
CAZ Investments
Houston,
Texas
|
$145K
|
+$133K
|
+8,600
|
New
|
|
|
412
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$144K
|
+$18.1K
|
+1,166
|
+16%
|
|
|
413
|
Brown Brothers Harriman & Co
New York
|
$142K
|
–
|
–
|
–
|
|
|
414
|
Valeo Financial Advisors
Carmel,
Indiana
|
$135K
|
-$13.8K
|
-890
|
-10%
|
|
|
415
|
Firestone Capital Management
Coral Gables,
Florida
|
$127K
|
–
|
–
|
–
|
|
|
416
|
Tower Research Capital (TRC)
New York
|
$120K
|
+$11.1K
|
+714
|
+11%
|
|
|
417
|
Caption Management
Oklahoma City,
Oklahoma
|
$118K
|
+$109K
|
+7,000
|
New
|
|
|
418
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$114K
|
+$6.17K
|
+398
|
+6%
|
|
|
419
|
Standard Family Office
Sioux Falls,
South Dakota
|
$111K
|
+$102K
|
+6,556
|
New
|
|
|
420
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$110K
|
+$101K
|
+6,500
|
New
|
|
|
421
|
HM Payson & Co
Portland,
Maine
|
$107K
|
-$31K
|
-2,000
|
-24%
|
|
|
422
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$107K
|
–
|
–
|
–
|
|
|
423
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$101K
|
–
|
–
|
–
|
|
|
424
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$97K
|
-$7.75K
|
-500
|
-8%
|
|
|
425
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$97K
|
–
|
–
|
–
|
|
