|
151
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$400K
|
-$16.5K
|
-632
|
-4%
|
|
|
152
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$398K
|
–
|
–
|
–
|
|
|
153
|
Benedetti & Gucer
Atlanta,
Georgia
|
$395K
|
+$402K
|
+15,372
|
New
|
|
|
154
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$392K
|
–
|
–
|
–
|
|
|
155
|
American Portfolios Advisors
Holbrook,
New York
|
$381K
|
-$101K
|
-3,870
|
-21%
|
|
|
156
|
Running Point Capital Advisors
El Segundo,
California
|
$378K
|
+$373K
|
+14,270
|
+3,288%
|
|
|
157
|
Spire Wealth Management
Mclean,
Virginia
|
$373K
|
-$209K
|
-7,976
|
-35%
|
|
|
158
|
Texas Capital Bancshares
Dallas,
Texas
|
$373K
|
–
|
–
|
–
|
|
|
159
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$365K
|
–
|
–
|
–
|
|
|
160
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$363K
|
+$68K
|
+2,598
|
+23%
|
|
|
161
|
IHT Wealth Management
Chicago,
Illinois
|
$344K
|
+$56.2K
|
+2,148
|
+19%
|
|
|
162
|
Huntington National Bank
Columbus,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
163
|
High Net Worth Advisory Group
Naples,
Florida
|
$340K
|
-$149K
|
-5,682
|
-30%
|
|
|
164
|
Cypress Wealth Services
Palm Desert,
California
|
$339K
|
-$2.09K
|
-80
|
-0.6%
|
|
|
165
|
Steward Partners Investment Advisory
New York
|
$336K
|
-$273K
|
-10,418
|
-44%
|
|
|
166
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$328K
|
-$135K
|
-5,152
|
-29%
|
|
|
167
|
WealthShield Partners
Cary,
North Carolina
|
$327K
|
+$8.9K
|
+340
|
+3%
|
|
|
168
|
Coldstream Capital Management
Bellevue,
Washington
|
$311K
|
–
|
–
|
–
|
|
|
169
|
Principal Financial Group
Des Moines,
Iowa
|
$300K
|
-$733K
|
-28,000
|
-71%
|
|
|
170
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$297K
|
+$302K
|
+11,558
|
New
|
|
|
171
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$296K
|
-$25K
|
-954
|
-8%
|
|
|
172
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$291K
|
+$296K
|
+11,324
|
New
|
|
|
173
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$284K
|
+$289K
|
+11,050
|
New
|
|
|
174
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$278K
|
–
|
–
|
–
|
|
|
175
|
Samalin Investment Counsel
Chappaqua,
New York
|
$277K
|
-$785
|
-30
|
-0.3%
|
|
