|
626
|
9258 Wealth Management
Blue Ash,
Ohio
|
$236K
|
+$231K
|
+6,105
|
New
|
|
|
627
|
Altavista Wealth Management
Asheville,
North Carolina
|
$232K
|
–
|
–
|
–
|
|
|
628
|
Personal Capital Advisors
Redwood City,
California
|
$231K
|
-$30.2K
|
-799
|
-12%
|
|
|
629
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
630
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$225K
|
–
|
–
|
–
|
|
|
631
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$224K
|
+$215K
|
+5,686
|
+5,123%
|
|
|
632
|
High Note Wealth
Deephaven,
Minnesota
|
$222K
|
+$218K
|
+5,768
|
New
|
|
|
633
|
Tradition Wealth Management
Edina,
Minnesota
|
$221K
|
-$5.68K
|
-150
|
-3%
|
|
|
634
|
Colony Group
Boston,
Massachusetts
|
$221K
|
+$217K
|
+5,721
|
New
|
|
|
635
|
MGO One Seven
Beachwood,
Ohio
|
$221K
|
+$217K
|
+5,735
|
New
|
|
|
636
|
TrinityPoint Wealth
Milford,
Connecticut
|
$220K
|
–
|
–
|
–
|
|
|
637
|
Ballentine Partners
Waltham,
Massachusetts
|
$219K
|
+$215K
|
+5,680
|
New
|
|
|
638
|
Koshinski Asset Management
Decatur,
Illinois
|
$217K
|
+$303
|
+8
|
+0.1%
|
|
|
639
|
Silicon Valley Capital Partners
San Jose,
California
|
$216K
|
–
|
–
|
–
|
|
|
640
|
Lido Advisors
Los Angeles,
California
|
$215K
|
-$454
|
-12
|
-0.2%
|
|
|
641
|
MTM Investment Management
Spartanburg,
South Carolina
|
$215K
|
–
|
–
|
–
|
|
|
642
|
Journey Advisory Group
Covington,
Kentucky
|
$213K
|
+$208K
|
+5,500
|
New
|
|
|
643
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$210K
|
+$206K
|
+5,445
|
New
|
|
|
644
|
Cullinan Associates
Louisville,
Kentucky
|
$209K
|
+$204K
|
+5,400
|
New
|
|
|
645
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$208K
|
-$4.21M
|
-111,308
|
-95%
|
|
|
646
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$207K
|
-$152K
|
-4,027
|
-43%
|
|
|
647
|
Banco de Sabadell
Miami,
Florida
|
$206K
|
–
|
–
|
–
|
|
|
648
|
Regions Financial Corp
Birmingham,
Alabama
|
$204K
|
-$38.1K
|
-1,006
|
-16%
|
|
|
649
|
Marcum Wealth
Cleveland,
Ohio
|
$201K
|
+$196K
|
+5,189
|
New
|
|
|
650
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$201K
|
+$197K
|
+5,201
|
New
|
|
