|
151
|
Brown Brothers Harriman & Co
New York
|
$341K
|
–
|
–
|
–
|
|
|
152
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$338K
|
-$9.78K
|
-150
|
-3%
|
|
|
153
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$334K
|
-$26.3K
|
-403
|
-8%
|
|
|
154
|
Seelaus Asset Management
Chatham,
New Jersey
|
$331K
|
–
|
–
|
–
|
|
|
155
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$325K
|
+$43.8K
|
+672
|
+16%
|
|
|
156
|
Beck Capital Management
Austin,
Texas
|
$324K
|
-$1.89K
|
-29
|
-0.6%
|
|
|
157
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$316K
|
–
|
–
|
–
|
|
|
158
|
KCM Investment Advisors
Greenbrae,
California
|
$313K
|
–
|
–
|
–
|
|
|
159
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$313K
|
+$299K
|
+4,585
|
New
|
|
|
160
|
Csenge Advisory Group
Clearwater,
Florida
|
$306K
|
+$64.5K
|
+989
|
+30%
|
|
|
161
|
Truist Financial
Charlotte,
North Carolina
|
$306K
|
+$292K
|
+4,482
|
New
|
|
|
162
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$305K
|
+$63.2K
|
+969
|
+28%
|
|
|
163
|
Personal CFO Solutions
Chester,
New Jersey
|
$304K
|
–
|
–
|
–
|
|
|
164
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$300K
|
-$443K
|
-6,800
|
-61%
|
|
|
165
|
Wambolt & Associates
Littleton,
Colorado
|
$300K
|
+$291K
|
+4,460
|
New
|
|
|
166
|
Grassi Investment Management
Santa Clara,
California
|
$299K
|
-$6.52K
|
-100
|
-2%
|
|
|
167
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$298K
|
+$284K
|
+4,360
|
New
|
|
|
168
|
Evercore Wealth Management
New York
|
$298K
|
–
|
–
|
–
|
|
|
169
|
EP Wealth Advisors
Torrance,
California
|
$296K
|
–
|
–
|
–
|
|
|
170
|
Insigneo Advisory Services
Miami,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
171
|
Essex Financial Services
Essex,
Connecticut
|
$288K
|
+$65
|
+1
|
+0%
|
|
|
172
|
Lake Street Private Wealth
Chicago,
Illinois
|
$285K
|
+$273K
|
+4,180
|
New
|
|
|
173
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$283K
|
–
|
–
|
–
|
|
|
174
|
Westshore Wealth
Newport Beach,
California
|
$283K
|
–
|
–
|
–
|
|
|
175
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$280K
|
+$267K
|
+4,097
|
New
|
|
