|
201
|
Apexium Financial
Dallas,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
202
|
Keebeck Wealth Management
Chicago,
Illinois
|
$344K
|
–
|
–
|
–
|
|
|
203
|
Argent Trust Co
Nashville,
Tennessee
|
$340K
|
–
|
–
|
–
|
|
|
204
|
Avantax Advisory Services
Dallas,
Texas
|
$338K
|
+$98.2K
|
+1,693
|
+40%
|
|
|
205
|
Mercer Global Advisors
Denver,
Colorado
|
$336K
|
+$92K
|
+1,586
|
+37%
|
|
|
206
|
Osborne Partners Capital Management
San Francisco,
California
|
$334K
|
–
|
–
|
–
|
|
|
207
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$332K
|
+$338K
|
+5,823
|
New
|
|
|
208
|
9258 Wealth Management
Blue Ash,
Ohio
|
$325K
|
+$290
|
+5
|
+0.1%
|
|
|
209
|
Moors & Cabot
Boston,
Massachusetts
|
$314K
|
+$18.6K
|
+320
|
+6%
|
|
|
210
|
M&T Bank
Buffalo,
New York
|
$313K
|
–
|
–
|
–
|
|
|
211
|
Bank of New York Mellon
New York
|
$308K
|
-$41.7K
|
-719
|
-12%
|
|
|
212
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$305K
|
–
|
–
|
–
|
|
|
213
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$303K
|
+$2.26K
|
+39
|
+0.7%
|
|
|
214
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$302K
|
–
|
–
|
–
|
|
|
215
|
Private Trust Company
Cleveland,
Ohio
|
$302K
|
–
|
–
|
–
|
|
|
216
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$301K
|
+$23.8K
|
+411
|
+8%
|
|
|
217
|
Evanson Asset Management
Carmel,
California
|
$297K
|
–
|
–
|
–
|
|
|
218
|
Sapient Capital
Indianapolis,
Indiana
|
$292K
|
–
|
–
|
–
|
|
|
219
|
Forum Financial Management
Lombard,
Illinois
|
$273K
|
–
|
–
|
–
|
|
|
220
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$263K
|
+$8.47K
|
+146
|
+3%
|
|
|
221
|
Modern Wealth Management
Lenexa,
Kansas
|
$263K
|
+$232
|
+4
|
+0.1%
|
|
|
222
|
Global Retirement Partners
San Rafael,
California
|
$256K
|
+$21.3K
|
+368
|
+9%
|
|
|
223
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
224
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$247K
|
-$16.2K
|
-279
|
-6%
|
|
|
225
|
|
$239K
|
+$244K
|
+4,209
|
New
|
|
