|
151
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$458K
|
-$48.8K
|
-1,498
|
-9%
|
|
|
152
|
WNY Asset Management
Williamsville,
New York
|
$444K
|
+$15.2K
|
+465
|
+3%
|
|
|
153
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$438K
|
+$14.7K
|
+450
|
+3%
|
|
|
154
|
SignatureFD
Atlanta,
Georgia
|
$429K
|
–
|
–
|
–
|
|
|
155
|
Caprock Group
Boise,
Idaho
|
$428K
|
+$436K
|
+13,382
|
New
|
|
|
156
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$425K
|
+$50.7K
|
+1,555
|
+13%
|
|
|
157
|
Callan Capital
La Jolla,
California
|
$420K
|
-$21.4K
|
-657
|
-5%
|
|
|
158
|
Trek Financial
Scottsdale,
Arizona
|
$407K
|
+$6.39K
|
+196
|
+2%
|
|
|
159
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$403K
|
-$8.96K
|
-275
|
-2%
|
|
|
160
|
Coastline Trust
Providence,
Rhode Island
|
$398K
|
–
|
–
|
–
|
|
|
161
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$381K
|
+$3.26K
|
+100
|
+0.8%
|
|
|
162
|
GeoWealth Management
Chicago,
Illinois
|
$377K
|
-$68K
|
-2,087
|
-15%
|
|
|
163
|
|
$372K
|
+$152K
|
+4,658
|
+67%
|
|
|
164
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$371K
|
-$24.8K
|
-762
|
-6%
|
|
|
165
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$367K
|
+$374K
|
+11,477
|
New
|
|
|
166
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
167
|
Transatlantique Private Wealth
New York
|
$359K
|
+$110K
|
+3,387
|
+43%
|
|
|
168
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$358K
|
+$329K
|
+10,087
|
+911%
|
|
|
169
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$357K
|
-$978
|
-30
|
-0.3%
|
|
|
170
|
Owen LaRue
Elizabethtown,
Kentucky
|
$356K
|
-$97.8K
|
-3,000
|
-21%
|
|
|
171
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$345K
|
-$30.8K
|
-944
|
-8%
|
|
|
172
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$343K
|
-$3.1K
|
-95
|
-0.9%
|
|
|
173
|
KFG Wealth Management
Granger,
Indiana
|
$343K
|
+$4.43K
|
+136
|
+1%
|
|
|
174
|
Focus Partners Wealth
Boston,
Massachusetts
|
$340K
|
+$347K
|
+10,636
|
New
|
|
|
175
|
PFG Advisors
Phoenix,
Arizona
|
$339K
|
+$12.8K
|
+393
|
+4%
|
|
