|
501
|
SkyOak Wealth
Southfield,
Michigan
|
$235K
|
+$225K
|
+14,050
|
New
|
|
|
502
|
Personal CFO Solutions
Chester,
New Jersey
|
$234K
|
-$10.4K
|
-650
|
-4%
|
|
|
503
|
ClearArc Capital
Cincinnati,
Ohio
|
$231K
|
-$81K
|
-5,050
|
-27%
|
|
|
504
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$231K
|
–
|
–
|
–
|
|
|
505
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$230K
|
+$2.41K
|
+150
|
+1%
|
|
|
506
|
Moors & Cabot
Boston,
Massachusetts
|
$230K
|
+$221K
|
+13,750
|
New
|
|
|
507
|
CNB Bank
Clearfield,
Pennsylvania
|
$229K
|
+$17.7K
|
+1,100
|
+9%
|
|
|
508
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$226K
|
-$245K
|
-15,250
|
-53%
|
|
|
509
|
Camelot Portfolios
Maumee,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
510
|
IEQ Capital
Foster City,
California
|
$222K
|
+$213K
|
+13,250
|
New
|
|
|
511
|
Caprock Group
Boise,
Idaho
|
$221K
|
-$17.7K
|
-1,100
|
-8%
|
|
|
512
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$220K
|
+$198K
|
+12,350
|
New
|
|
|
513
|
Meridian Wealth Management
Lexington,
Kentucky
|
$219K
|
-$8.02K
|
-500
|
-4%
|
|
|
514
|
V Wealth Advisors
Overland Park,
Kansas
|
$216K
|
–
|
–
|
–
|
|
|
515
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$213K
|
-$217K
|
-13,500
|
-52%
|
|
|
516
|
EP Wealth Advisors
Torrance,
California
|
$213K
|
-$115K
|
-7,150
|
-36%
|
|
|
517
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$210K
|
+$201K
|
+12,550
|
New
|
|
|
518
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
519
|
Pendal Group
Sydney,
Australia
|
$205K
|
-$1.6K
|
-100
|
-0.8%
|
|
|
520
|
Harvest Fund Management
Beijing,
China
|
$204K
|
-$289K
|
-18,000
|
-60%
|
|
|
521
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$203K
|
-$13.6K
|
-850
|
-7%
|
|
|
522
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$203K
|
-$9.63K
|
-600
|
-5%
|
|
|
523
|
Checchi Capital Advisers
Beverly Hills,
California
|
$203K
|
+$195K
|
+12,150
|
New
|
|
|
524
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$199K
|
-$80.2K
|
-5,000
|
-30%
|
|
|
525
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$189K
|
–
|
–
|
–
|
|
