|
501
|
Strategic Financial Services
Utica,
New York
|
$144K
|
–
|
–
|
–
|
|
|
502
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$143K
|
-$473K
|
-18,888
|
-78%
|
|
|
503
|
Lenox Wealth Advisors
New York
|
$143K
|
–
|
–
|
–
|
|
|
504
|
Global Retirement Partners
San Rafael,
California
|
$141K
|
+$76.7K
|
+3,061
|
+142%
|
|
|
505
|
Lesa Sroufe & Co
Seattle,
Washington
|
$136K
|
–
|
–
|
–
|
|
|
506
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$135K
|
-$1.12M
|
-44,671
|
-90%
|
|
|
507
|
Tiedemann Advisors
New York
|
$135K
|
-$33.8K
|
-1,350
|
-21%
|
|
|
508
|
Columbus Macro
New Castle,
Pennsylvania
|
$135K
|
-$13.8K
|
-549
|
-10%
|
|
|
509
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$135K
|
+$125K
|
+5,000
|
New
|
|
|
510
|
Barrett Asset Management
New York
|
$133K
|
–
|
–
|
–
|
|
|
511
|
Pathstone Family Office
Englewood,
New Jersey
|
$132K
|
+$122K
|
+4,875
|
New
|
|
|
512
|
Weaver Consulting Group
Huntington Beach,
California
|
$131K
|
-$4.34K
|
-173
|
-3%
|
|
|
513
|
Asset Dedication LLC
San Francisco,
California
|
$129K
|
+$72.4K
|
+2,890
|
+154%
|
|
|
514
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$128K
|
+$11.6K
|
+462
|
+11%
|
|
|
515
|
Red Cedar Capital
Omaha,
Nebraska
|
$125K
|
–
|
–
|
–
|
|
|
516
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
517
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$113K
|
–
|
–
|
–
|
|
|
518
|
Arax Advisory Partners
Denver,
Colorado
|
$112K
|
+$104K
|
+4,130
|
New
|
|
|
519
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$109K
|
–
|
–
|
–
|
|
|
520
|
Spectrum Management Group
Indianapolis,
Indiana
|
$109K
|
–
|
–
|
–
|
|
|
521
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$106K
|
+$2.81K
|
+112
|
+3%
|
|
|
522
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$105K
|
-$8.77K
|
-350
|
-8%
|
|
|
523
|
West Paces Advisors
Atlanta,
Georgia
|
$104K
|
–
|
–
|
–
|
|
|
524
|
Baystate Wealth Management
Boston,
Massachusetts
|
$102K
|
+$96.7K
|
+3,860
|
New
|
|
|
525
|
Sandy Spring Bank
Olney,
Maryland
|
$101K
|
–
|
–
|
–
|
|
