|
151
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$207K
|
+$199K
|
+6,060
|
New
|
|
|
152
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$206K
|
-$126K
|
-3,850
|
-39%
|
|
|
153
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$193K
|
-$7.24M
|
-220,568
|
-98%
|
|
|
154
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$179K
|
-$11.8K
|
-359
|
-6%
|
|
|
155
|
Global Retirement Partners
San Rafael,
California
|
$166K
|
-$14.2K
|
-432
|
-8%
|
|
|
156
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$162K
|
+$120K
|
+3,659
|
+345%
|
|
|
157
|
Legacy Bridge
West Des Moines,
Iowa
|
$137K
|
–
|
–
|
–
|
|
|
158
|
Fidelity Investments
Boston,
Massachusetts
|
$135K
|
+$34.3K
|
+1,046
|
+36%
|
|
|
159
|
Creative Financial Designs
Kokomo,
Indiana
|
$131K
|
-$28K
|
-854
|
-18%
|
|
|
160
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$115K
|
-$1.87K
|
-57
|
-2%
|
|
|
161
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$108K
|
-$1.94K
|
-59
|
-2%
|
|
|
162
|
Parallel Advisors
San Francisco,
California
|
$80.9K
|
–
|
–
|
–
|
|
|
163
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$80K
|
–
|
–
|
–
|
|
|
164
|
Venturi Wealth Management
Austin,
Texas
|
$79K
|
-$1.5M
|
-45,681
|
-95%
|
|
|
165
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$61K
|
+$2.17K
|
+66
|
+4%
|
|
|
166
|
US Bancorp
Minneapolis,
Minnesota
|
$60.8K
|
-$8.5K
|
-259
|
-13%
|
|
|
167
|
Whittier Trust
South Pasadena,
California
|
$60.1K
|
–
|
–
|
–
|
|
|
168
|
Private Trust Company
Cleveland,
Ohio
|
$56.8K
|
–
|
–
|
–
|
|
|
169
|
Central Trust Company
Jefferson City,
Missouri
|
$56.4K
|
–
|
–
|
–
|
|
|
170
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$51.7K
|
–
|
–
|
–
|
|
|
171
|
Geneos Wealth Management
Englewood,
Colorado
|
$49.6K
|
-$65.7K
|
-2,000
|
-58%
|
|
|
172
|
Syntrinsic
Denver,
Colorado
|
$47.1K
|
+$27.8K
|
+847
|
+160%
|
|
|
173
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$43.1K
|
-$145K
|
-4,425
|
-79%
|
|
|
174
|
Caldwell Sutter Capital
Sausalito,
California
|
$42.5K
|
–
|
–
|
–
|
|
|
175
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$39.3K
|
–
|
–
|
–
|
|
