|
151
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.61M
|
+$269K
|
+4,130
|
+20%
|
|
|
152
|
Norway Savings Bank
Portland,
Maine
|
$1.6M
|
+$397K
|
+6,095
|
+32%
|
|
|
153
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.57M
|
-$15.3M
|
-235,666
|
-91%
|
|
|
154
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$1.57M
|
–
|
–
|
–
|
|
|
155
|
F3Logic
Burnsville,
Minnesota
|
$1.57M
|
-$125K
|
-1,919
|
-7%
|
|
|
156
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$1.57M
|
+$1.58M
|
+24,327
|
New
|
|
|
157
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.55M
|
+$156K
|
+2,389
|
+11%
|
|
|
158
|
Pursue Wealth Partners
Clayton,
California
|
$1.51M
|
-$435K
|
-6,680
|
-22%
|
|
|
159
|
Mercer Global Advisors
Denver,
Colorado
|
$1.5M
|
-$87.2K
|
-1,339
|
-5%
|
|
|
160
|
CVA Family Office
Denver,
Colorado
|
$1.5M
|
-$9.44K
|
-145
|
-0.6%
|
|
|
161
|
Prudential plc
London, England,
United Kingdom
|
$1.48M
|
+$566K
|
+8,690
|
+61%
|
|
|
162
|
Arrow Investment Advisors
Laurel,
Maryland
|
$1.45M
|
-$52.1K
|
-800
|
-3%
|
|
|
163
|
Occidental Asset Management
Burlingame,
California
|
$1.43M
|
-$29.2K
|
-448
|
-2%
|
|
|
164
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.43M
|
+$203K
|
+3,121
|
+16%
|
|
|
165
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.41M
|
-$83.3K
|
-1,280
|
-6%
|
|
|
166
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.4M
|
+$68K
|
+1,045
|
+5%
|
|
|
167
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.38M
|
+$69.4K
|
+1,066
|
+5%
|
|
|
168
|
Detalus Advisors
St. Louis,
Missouri
|
$1.34M
|
+$34.6K
|
+532
|
+3%
|
|
|
169
|
Prospera Financial Services
Dallas,
Texas
|
$1.34M
|
+$153K
|
+2,357
|
+13%
|
|
|
170
|
Centaurus Financial
Anaheim,
California
|
$1.33M
|
-$414K
|
-6,362
|
-24%
|
|
|
171
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.32M
|
-$292K
|
-4,484
|
-18%
|
|
|
172
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$1.32M
|
-$64K
|
-983
|
-5%
|
|
|
173
|
Sage Rhino Capital
Menlo Park,
California
|
$1.28M
|
+$739K
|
+11,344
|
+132%
|
|
|
174
|
EP Wealth Advisors
Torrance,
California
|
$1.27M
|
-$112K
|
-1,719
|
-8%
|
|
|
175
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.23M
|
+$607K
|
+9,318
|
+96%
|
|
