|
151
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$713K
|
–
|
–
|
–
|
|
|
152
|
Claro Advisors
Boston,
Massachusetts
|
$700K
|
-$686K
|
-13,403
|
-51%
|
|
|
153
|
Evanson Asset Management
Carmel,
California
|
$672K
|
–
|
–
|
–
|
|
|
154
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$662K
|
+$512
|
+10
|
+0.1%
|
|
|
155
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$598K
|
-$40.1K
|
-782
|
-7%
|
|
|
156
|
Kestra Advisory Services
Austin,
Texas
|
$593K
|
+$327K
|
+6,385
|
+146%
|
|
|
157
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$575K
|
–
|
–
|
–
|
|
|
158
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$560K
|
+$5.28K
|
+103
|
+1%
|
|
|
159
|
Osborne Partners Capital Management
San Francisco,
California
|
$559K
|
-$28.2K
|
-550
|
-5%
|
|
|
160
|
Stephens Inc
Little Rock,
Arkansas
|
$557K
|
-$120K
|
-2,342
|
-19%
|
|
|
161
|
Farther Finance Advisors
San Francisco,
California
|
$552K
|
+$514K
|
+10,031
|
New
|
|
|
162
|
Two Sigma Securities
New York
|
$538K
|
+$501K
|
+9,777
|
New
|
|
|
163
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$523K
|
+$487K
|
+9,500
|
New
|
|
|
164
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$513K
|
–
|
–
|
–
|
|
|
165
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$511K
|
-$2.05K
|
-40
|
-0.4%
|
|
|
166
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$491K
|
+$19.6K
|
+383
|
+4%
|
|
|
167
|
Y-Intercept (HK)
Hong Kong
|
$489K
|
+$455K
|
+8,892
|
New
|
|
|
168
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$479K
|
–
|
–
|
–
|
|
|
169
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$468K
|
+$436K
|
+8,509
|
New
|
|
|
170
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$466K
|
+$83.7K
|
+1,634
|
+24%
|
|
|
171
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$454K
|
–
|
–
|
–
|
|
|
172
|
Matthew Hamilton Rosenberg
|
$453K
|
-$51.1K
|
-998
|
-11%
|
|
|
173
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$447K
|
+$1.59K
|
+31
|
+0.4%
|
|
|
174
|
Litman Gregory Wealth Management
Larkspur,
California
|
$446K
|
–
|
–
|
–
|
|
|
175
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$428K
|
+$18.4K
|
+359
|
+5%
|
|
