|
151
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$516K
|
+$12.5K
|
+563
|
+3%
|
|
|
152
|
Simplicity Wealth
Summit,
New Jersey
|
$508K
|
+$504K
|
+22,642
|
New
|
|
|
153
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$490K
|
-$32.4K
|
-1,457
|
-6%
|
|
|
154
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$486K
|
+$20.8K
|
+936
|
+5%
|
|
|
155
|
Straight Path Wealth Management
Jenison,
Michigan
|
$481K
|
-$32.8K
|
-1,473
|
-6%
|
|
|
156
|
|
$470K
|
+$178
|
+8
|
+0%
|
|
|
157
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$462K
|
+$50.3K
|
+2,260
|
+12%
|
|
|
158
|
Focused Wealth Management
Newburgh,
New York
|
$443K
|
+$70.8K
|
+3,181
|
+19%
|
|
|
159
|
Country Club Bank
Kansas City,
Missouri
|
$430K
|
-$24.7K
|
-1,109
|
-5%
|
|
|
160
|
Kestra Private Wealth Services
Austin,
Texas
|
$414K
|
+$60.4K
|
+2,713
|
+17%
|
|
|
161
|
MML Investors Services
Springfield,
Massachusetts
|
$408K
|
+$50.6K
|
+2,273
|
+14%
|
|
|
162
|
Private Advisor Group
Morristown,
New Jersey
|
$407K
|
-$131K
|
-5,878
|
-24%
|
|
|
163
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$406K
|
+$142K
|
+6,373
|
+54%
|
|
|
164
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$399K
|
+$84.7K
|
+3,805
|
+27%
|
|
|
165
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
166
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$382K
|
+$124K
|
+5,578
|
+49%
|
|
|
167
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$379K
|
+$340K
|
+15,286
|
+934%
|
|
|
168
|
Crews Bank & Trust
Wauchula,
Florida
|
$377K
|
-$17.8K
|
-800
|
-5%
|
|
|
169
|
|
$376K
|
-$180K
|
-8,062
|
-32%
|
|
|
170
|
Tableaux
Stockbridge,
Massachusetts
|
$366K
|
+$364K
|
+16,338
|
New
|
|
|
171
|
Corient Private Wealth
Miami,
Florida
|
$364K
|
+$362K
|
+16,246
|
New
|
|
|
172
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$358K
|
+$200
|
+9
|
+0.1%
|
|
|
173
|
Savvy Advisors Inc
New York
|
$352K
|
+$846
|
+38
|
+0.2%
|
|
|
174
|
Chesley Taft & Associates
Chicago,
Illinois
|
$350K
|
+$347K
|
+15,600
|
New
|
|
|
175
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$333K
|
–
|
–
|
–
|
|
