|
201
|
Marcum Wealth
Cleveland,
Ohio
|
$71K
|
–
|
–
|
–
|
|
|
202
|
Essex LLC
Deer Park,
Illinois
|
$68K
|
–
|
–
|
–
|
|
|
203
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$67K
|
+$310
|
+81
|
+0.4%
|
|
|
204
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$66K
|
–
|
–
|
–
|
|
|
205
|
UBS Group
Zurich,
Switzerland
|
$64K
|
-$1.15M
|
-300,540
|
-94%
|
|
|
206
|
Byrne Asset Management
Kingston,
New Jersey
|
$63K
|
+$7.65K
|
+2,000
|
+13%
|
|
|
207
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$60K
|
-$17.2K
|
-4,500
|
-21%
|
|
|
208
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$59K
|
+$11.5K
|
+3,000
|
+25%
|
|
|
209
|
Sage Rhino Capital
Menlo Park,
California
|
$58K
|
-$1.33K
|
-348
|
-2%
|
|
|
210
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$57K
|
–
|
–
|
–
|
|
|
211
|
Advisor Partners
Walnut Creek,
California
|
$55K
|
-$5.52K
|
-1,443
|
-8%
|
|
|
212
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$55K
|
+$12.9K
|
+3,361
|
+27%
|
|
|
213
|
Burney Company
Reston,
Virginia
|
$53K
|
–
|
–
|
–
|
|
|
214
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$53K
|
+$8.72K
|
+2,280
|
+18%
|
|
|
215
|
Relative Value Partners Group
|
$51K
|
-$38
|
-10
|
-0.1%
|
|
|
216
|
HighTower Advisors
Chicago,
Illinois
|
$51K
|
+$53.5K
|
+13,995
|
New
|
|
|
217
|
Personal Capital Advisors
Redwood City,
California
|
$49K
|
–
|
–
|
–
|
|
|
218
|
|
$48K
|
-$7.65K
|
-2,000
|
-13%
|
|
|
219
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$48K
|
-$7.65K
|
-2,000
|
-13%
|
|
|
220
|
Raymond James Trust
St. Petersburg,
Florida
|
$48K
|
-$4.05K
|
-1,059
|
-7%
|
|
|
221
|
|
$46.7K
|
+$50.6K
|
+13,226
|
New
|
|
|
222
|
WMS Partners
Towson,
Maryland
|
$46K
|
–
|
–
|
–
|
|
|
223
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$44K
|
–
|
–
|
–
|
|
|
224
|
Coldstream Capital Management
Bellevue,
Washington
|
$43K
|
+$46.9K
|
+12,259
|
New
|
|
|
225
|
Edge Capital Group
Atlanta,
Georgia
|
$42K
|
–
|
–
|
–
|
|
