|
151
|
Matthew Hamilton Rosenberg
|
$536K
|
-$634
|
-11
|
-0.1%
|
|
|
152
|
Marcum Wealth
Cleveland,
Ohio
|
$534K
|
+$238K
|
+4,138
|
+80%
|
|
|
153
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$521K
|
-$54.6K
|
-948
|
-9%
|
|
|
154
|
Old Mission Capital
Chicago,
Illinois
|
$518K
|
-$1.98M
|
-34,380
|
-79%
|
|
|
155
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$518K
|
+$521K
|
+9,043
|
New
|
|
|
156
|
Fidelity Investments
Boston,
Massachusetts
|
$506K
|
-$4.15K
|
-72
|
-0.8%
|
|
|
157
|
9258 Wealth Management
Blue Ash,
Ohio
|
$496K
|
+$499K
|
+8,656
|
New
|
|
|
158
|
Aveo Capital Partners
Englewood,
Colorado
|
$474K
|
-$10.3K
|
-178
|
-2%
|
|
|
159
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$460K
|
+$463K
|
+8,039
|
New
|
|
|
160
|
Ballentine Partners
Waltham,
Massachusetts
|
$458K
|
–
|
–
|
–
|
|
|
161
|
Financial Life Advisors
San Antonio,
Texas
|
$450K
|
-$45.2K
|
-785
|
-9%
|
|
|
162
|
PGIM Custom Harvest
Newark,
New Jersey
|
$450K
|
+$239K
|
+4,140
|
+111%
|
|
|
163
|
Executive Wealth Group
Kirkland,
Washington
|
$446K
|
+$6.57K
|
+114
|
+1%
|
|
|
164
|
Strategic Blueprint
Atlanta,
Georgia
|
$440K
|
-$114K
|
-1,984
|
-21%
|
|
|
165
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$437K
|
+$61.9K
|
+1,074
|
+16%
|
|
|
166
|
Argent Trust Co
Nashville,
Tennessee
|
$422K
|
–
|
–
|
–
|
|
|
167
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$416K
|
-$200K
|
-3,471
|
-33%
|
|
|
168
|
Credit Suisse
Zurich,
Switzerland
|
$399K
|
+$401K
|
+6,963
|
New
|
|
|
169
|
Synovus Financial
Columbus,
Georgia
|
$364K
|
+$367K
|
+6,361
|
New
|
|
|
170
|
Cadinha & Co
Honolulu,
Hawaii
|
$356K
|
+$113K
|
+1,969
|
+46%
|
|
|
171
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$353K
|
+$31.9K
|
+554
|
+10%
|
|
|
172
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$352K
|
-$311K
|
-5,400
|
-47%
|
|
|
173
|
Brown Advisory
Baltimore,
Maryland
|
$340K
|
-$92.5K
|
-1,605
|
-21%
|
|
|
174
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$333K
|
–
|
–
|
–
|
|
|
175
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$328K
|
+$329K
|
+5,718
|
New
|
|
