|
151
|
PFG Investments
Woodbury,
New York
|
$490K
|
+$12.4K
|
+162
|
+2%
|
|
|
152
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$483K
|
+$516K
|
+6,725
|
New
|
|
|
153
|
Tradition Wealth Management
Edina,
Minnesota
|
$465K
|
–
|
–
|
–
|
|
|
154
|
Griffin Asset Management
New York
|
$464K
|
-$44.8K
|
-584
|
-8%
|
|
|
155
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$446K
|
–
|
–
|
–
|
|
|
156
|
RPG Investment Advisory
Pleasanton,
California
|
$442K
|
+$257K
|
+3,342
|
+119%
|
|
|
157
|
City Holding Co
Charleston,
West Virginia
|
$429K
|
+$4.61K
|
+60
|
+1%
|
|
|
158
|
Grassi Investment Management
Santa Clara,
California
|
$428K
|
+$62.2K
|
+810
|
+16%
|
|
|
159
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$415K
|
+$8.45K
|
+110
|
+2%
|
|
|
160
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$411K
|
–
|
–
|
–
|
|
|
161
|
Equitable Holdings
New York
|
$405K
|
+$12.7K
|
+166
|
+3%
|
|
|
162
|
Wells Fargo
San Francisco,
California
|
$405K
|
+$296K
|
+3,850
|
+216%
|
|
|
163
|
Sather Financial Group
Victoria,
Texas
|
$401K
|
–
|
–
|
–
|
|
|
164
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$392K
|
-$47.9K
|
-624
|
-10%
|
|
|
165
|
Barclays
London,
United Kingdom
|
$392K
|
–
|
–
|
–
|
|
|
166
|
Ranch Capital Advisors
Sarasota,
Florida
|
$383K
|
-$8.37K
|
-109
|
-2%
|
|
|
167
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$383K
|
+$8.83K
|
+115
|
+2%
|
|
|
168
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$378K
|
+$404K
|
+5,261
|
New
|
|
|
169
|
International Assets Investment Management
Orlando,
Florida
|
$376K
|
+$72.9K
|
+950
|
+22%
|
|
|
170
|
Kaizen Financial Strategies
Campbell,
California
|
$376K
|
-$38.5K
|
-501
|
-9%
|
|
|
171
|
&Partners
Nashville,
Tennessee
|
$364K
|
+$398K
|
+5,178
|
New
|
|
|
172
|
Brown Brothers Harriman & Co
New York
|
$359K
|
–
|
–
|
–
|
|
|
173
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$352K
|
+$76.8K
|
+1,000
|
+26%
|
|
|
174
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$351K
|
–
|
–
|
–
|
|
|
175
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$348K
|
–
|
–
|
–
|
|
