|
501
|
Personal CFO Solutions
Chester,
New Jersey
|
$247K
|
-$121K
|
-8,100
|
-34%
|
|
|
502
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
503
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$245K
|
+$233K
|
+15,565
|
New
|
|
|
504
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$241K
|
-$378K
|
-25,243
|
-62%
|
|
|
505
|
Renasant Bank
Tupelo,
Mississippi
|
$238K
|
-$36.1K
|
-2,410
|
-14%
|
|
|
506
|
|
$236K
|
-$278K
|
-18,527
|
-55%
|
|
|
507
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$235K
|
+$270
|
+18
|
+0.1%
|
|
|
508
|
|
$234K
|
-$22.6M
|
-1,505,896
|
-99%
|
|
|
509
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$231K
|
-$63.4K
|
-4,230
|
-22%
|
|
|
510
|
Ballentine Partners
Waltham,
Massachusetts
|
$230K
|
-$45.7K
|
-3,050
|
-17%
|
|
|
511
|
|
$228K
|
-$1.44K
|
-96
|
-0.7%
|
|
|
512
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$225K
|
–
|
–
|
–
|
|
|
513
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$224K
|
–
|
–
|
–
|
|
|
514
|
Kendall Capital Management
Rockville,
Maryland
|
$223K
|
-$17.6K
|
-1,175
|
-8%
|
|
|
515
|
Gilbert & Cook
West Des Moines,
Iowa
|
$223K
|
+$21.2K
|
+1,417
|
+11%
|
|
|
516
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$221K
|
-$62.8K
|
-4,187
|
-23%
|
|
|
517
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$221K
|
-$22.8K
|
-1,523
|
-10%
|
|
|
518
|
TCF National Bank
Sioux Falls,
South Dakota
|
$220K
|
+$12K
|
+800
|
+6%
|
|
|
519
|
Advisory Services Network
Atlanta,
Georgia
|
$217K
|
+$31.7K
|
+2,111
|
+18%
|
|
|
520
|
SteelPeak Wealth
Woodland Hills,
California
|
$215K
|
-$13K
|
-869
|
-6%
|
|
|
521
|
Aspire Private Capital
Cornelius,
North Carolina
|
$213K
|
-$168K
|
-11,189
|
-45%
|
|
|
522
|
Symmetry Partners
Glastonbury,
Connecticut
|
$213K
|
-$765
|
-51
|
-0.4%
|
|
|
523
|
Conning Inc
Hartford,
Connecticut
|
$212K
|
-$17.5K
|
-1,170
|
-8%
|
|
|
524
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
|
525
|
First United Bank & Trust
Oakland,
Maryland
|
$210K
|
–
|
–
|
–
|
|
