|
151
|
One Wealth Advisors
San Francisco,
California
|
$896K
|
-$71.8K
|
-777
|
-8%
|
|
|
152
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$893K
|
–
|
–
|
–
|
|
|
153
|
|
$892K
|
+$859K
|
+9,300
|
New
|
|
|
154
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$885K
|
+$95.6K
|
+1,034
|
+13%
|
|
|
155
|
Creekmur Asset Management
Morton,
Illinois
|
$871K
|
+$462
|
+5
|
+0.1%
|
|
|
156
|
PGIM Custom Harvest
Newark,
New Jersey
|
$868K
|
+$475K
|
+5,139
|
+131%
|
|
|
157
|
|
$846K
|
-$88.9K
|
-962
|
-10%
|
|
|
158
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$837K
|
-$11.2K
|
-121
|
-1%
|
|
|
159
|
Kearns & Associates
Palos Verdes Estates,
California
|
$789K
|
–
|
–
|
–
|
|
|
160
|
Willis Johnson & Associates
Houston,
Texas
|
$772K
|
-$15.8K
|
-171
|
-2%
|
|
|
161
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$763K
|
–
|
–
|
–
|
|
|
162
|
Raymond James Trust
St. Petersburg,
Florida
|
$747K
|
+$33.6K
|
+364
|
+5%
|
|
|
163
|
Cypress Wealth Services
Palm Desert,
California
|
$744K
|
+$20K
|
+216
|
+3%
|
|
|
164
|
&Partners
Nashville,
Tennessee
|
$712K
|
-$30.5K
|
-330
|
-4%
|
|
|
165
|
Embree Financial Group
Chicago,
Illinois
|
$708K
|
+$554
|
+6
|
+0.1%
|
|
|
166
|
Mystic Asset Management
Warwick,
Rhode Island
|
$684K
|
–
|
–
|
–
|
|
|
167
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$682K
|
+$78.3K
|
+847
|
+14%
|
|
|
168
|
Lazard Asset Management
New York
|
$682K
|
–
|
–
|
–
|
|
|
169
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$681K
|
+$656K
|
+7,094
|
New
|
|
|
170
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$676K
|
–
|
–
|
–
|
|
|
171
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$673K
|
–
|
–
|
–
|
|
|
172
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$664K
|
+$17.9K
|
+194
|
+3%
|
|
|
173
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$656K
|
-$647
|
-7
|
-0.1%
|
|
|
174
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$647K
|
+$23.2K
|
+251
|
+4%
|
|
|
175
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$643K
|
+$1.2K
|
+13
|
+0.2%
|
|
