|
151
|
GeoWealth Management
Chicago,
Illinois
|
$336K
|
-$3.28M
|
-134,933
|
-90%
|
|
|
152
|
Harbour Investments
Madison,
Wisconsin
|
$328K
|
-$40.9K
|
-1,679
|
-11%
|
|
|
153
|
St Louis Trust
Saint Louis,
Missouri
|
$328K
|
+$48.7K
|
+2,000
|
+17%
|
|
|
154
|
FWG Holdings
Winter Park,
Florida
|
$325K
|
+$334K
|
+13,710
|
New
|
|
|
155
|
Derbend Asset Management
Peachtree City,
Georgia
|
$323K
|
+$73
|
+3
|
+0%
|
|
|
156
|
Curi RMB Capital
Chicago,
Illinois
|
$322K
|
–
|
–
|
–
|
|
|
157
|
Mission Creek Capital Partners
San Francisco,
California
|
$322K
|
+$1.22K
|
+50
|
+0.4%
|
|
|
158
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$320K
|
+$36.5K
|
+1,500
|
+13%
|
|
|
159
|
Moors & Cabot
Boston,
Massachusetts
|
$319K
|
+$900
|
+37
|
+0.3%
|
|
|
160
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$318K
|
+$5.23K
|
+215
|
+2%
|
|
|
161
|
Matrix Private Capital Group
New York
|
$310K
|
–
|
–
|
–
|
|
|
162
|
Franklin Resources
San Mateo,
California
|
$307K
|
–
|
–
|
–
|
|
|
163
|
Telemus Capital
Southfield,
Michigan
|
$305K
|
-$3.65K
|
-150
|
-1%
|
|
|
164
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$298K
|
-$17.9K
|
-736
|
-6%
|
|
|
165
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
166
|
Pathstone Family Office
Englewood,
New Jersey
|
$296K
|
–
|
–
|
–
|
|
|
167
|
Financial Engines Advisors
Santa Clara,
California
|
$292K
|
+$301K
|
+12,364
|
New
|
|
|
168
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$283K
|
–
|
–
|
–
|
|
|
169
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
170
|
Virtue Capital Management
Brentwood,
Tennessee
|
$282K
|
+$290K
|
+11,933
|
New
|
|
|
171
|
Independent Financial Group
San Diego,
California
|
$274K
|
+$5.47K
|
+225
|
+2%
|
|
|
172
|
MTM Investment Management
Spartanburg,
South Carolina
|
$267K
|
–
|
–
|
–
|
|
|
173
|
Karp Capital Management
Sausalito,
California
|
$266K
|
+$273K
|
+11,230
|
New
|
|
|
174
|
Geneos Wealth Management
Englewood,
Colorado
|
$265K
|
+$171K
|
+7,030
|
+172%
|
|
|
175
|
TRUADVICE
Sarasota,
Florida
|
$255K
|
-$730K
|
-30,007
|
-75%
|
|
