|
251
|
PGIM Custom Harvest
Newark,
New Jersey
|
$838K
|
+$230K
|
+986
|
+40%
|
|
|
252
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$835K
|
–
|
–
|
–
|
|
|
253
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$835K
|
+$803K
|
+3,434
|
New
|
|
|
254
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$820K
|
+$788K
|
+3,372
|
New
|
|
|
255
|
Bison Wealth
Atlanta,
Georgia
|
$811K
|
-$5.38K
|
-23
|
-0.7%
|
|
|
256
|
&Partners
Nashville,
Tennessee
|
$810K
|
+$245K
|
+1,049
|
+47%
|
|
|
257
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$809K
|
-$4.67K
|
-20
|
-0.6%
|
|
|
258
|
R.M. Davis Inc
Portland,
Maine
|
$795K
|
+$3.04K
|
+13
|
+0.4%
|
|
|
259
|
Smart Portfolios LLC
Seattle,
Washington
|
$769K
|
-$93.7K
|
-401
|
-11%
|
|
|
260
|
Perennial Investment Advisors
Los Angeles,
California
|
$766K
|
-$2.1K
|
-9
|
-0.3%
|
|
|
261
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$764K
|
-$7.25K
|
-31
|
-1%
|
|
|
262
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$757K
|
+$728K
|
+3,115
|
New
|
|
|
263
|
Synovus Financial
Columbus,
Georgia
|
$749K
|
-$277K
|
-1,187
|
-28%
|
|
|
264
|
Prelude Capital Management
New York
|
$744K
|
+$715K
|
+3,060
|
New
|
|
|
265
|
Perigon Wealth Management
San Francisco,
California
|
$743K
|
-$81.6K
|
-349
|
-10%
|
|
|
266
|
Polymer Capital Management (HK)
Hong Kong
|
$730K
|
+$70.1K
|
+300
|
+11%
|
|
|
267
|
Fifth Third Securities
Cincinnati,
Ohio
|
$729K
|
-$8.88K
|
-38
|
-1%
|
|
|
268
|
Lido Advisors
Los Angeles,
California
|
$724K
|
-$189K
|
-807
|
-21%
|
|
|
269
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$724K
|
+$10.5K
|
+45
|
+2%
|
|
|
270
|
Great Lakes Advisors
Chicago,
Illinois
|
$712K
|
–
|
–
|
–
|
|
|
271
|
Richmond Investment Services
Mequon,
Wisconsin
|
$709K
|
+$681K
|
+2,914
|
New
|
|
|
272
|
Realta Investment Advisors
Wilmington,
Delaware
|
$708K
|
+$31.5K
|
+135
|
+5%
|
|
|
273
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$690K
|
-$124K
|
-529
|
-16%
|
|
|
274
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$675K
|
–
|
–
|
–
|
|
|
275
|
Wealthstream Advisors
New York
|
$672K
|
–
|
–
|
–
|
|
