|
151
|
Portfolio Strategies
Monsey,
New York
|
$1.36M
|
-$1.42K
|
-20
|
-0.1%
|
|
|
152
|
Source Financial Advisors
New York
|
$1.35M
|
-$61.3K
|
-865
|
-4%
|
|
|
153
|
Snowden Capital Advisors
New York
|
$1.35M
|
-$7.09K
|
-100
|
-0.5%
|
|
|
154
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.33M
|
-$91.8K
|
-1,295
|
-6%
|
|
|
155
|
Independent Financial Group
San Diego,
California
|
$1.32M
|
+$49.6K
|
+700
|
+4%
|
|
|
156
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.31M
|
+$31.5K
|
+445
|
+2%
|
|
|
157
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.31M
|
-$1.42K
|
-20
|
-0.1%
|
|
|
158
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.25M
|
–
|
–
|
–
|
|
|
159
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
160
|
Sanford Advisory Services
Portage,
Michigan
|
$1.2M
|
-$125K
|
-1,770
|
-9%
|
|
|
161
|
Parallel Advisors
San Francisco,
California
|
$1.19M
|
+$146K
|
+2,065
|
+13%
|
|
|
162
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.18M
|
+$8.15K
|
+115
|
+0.7%
|
|
|
163
|
Intellectus Partners
San Francisco,
California
|
$1.17M
|
+$10.6K
|
+150
|
+0.9%
|
|
|
164
|
Fidelity Investments
Boston,
Massachusetts
|
$1.14M
|
-$79.8K
|
-1,125
|
-6%
|
|
|
165
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
166
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.1M
|
+$135K
|
+1,900
|
+13%
|
|
|
167
|
Segment Wealth Management
Houston,
Texas
|
$1.1M
|
+$23.4K
|
+330
|
+2%
|
|
|
168
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.1M
|
-$34.7K
|
-490
|
-3%
|
|
|
169
|
Cetera Advisor Networks
El Segundo,
California
|
$1.07M
|
-$156K
|
-2,205
|
-12%
|
|
|
170
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.07M
|
-$577K
|
-8,135
|
-34%
|
|
|
171
|
Jess S. Morgan & Co
Los Angeles,
California
|
$1.07M
|
+$3.54K
|
+50
|
+0.3%
|
|
|
172
|
William Blair & Company
Chicago,
Illinois
|
$1.04M
|
+$23K
|
+325
|
+2%
|
|
|
173
|
Chatham Capital Group
Savannah,
Georgia
|
$1.03M
|
-$24.8K
|
-350
|
-2%
|
|
|
174
|
Steward Partners Investment Advisory
New York
|
$1.02M
|
-$1.18M
|
-16,665
|
-53%
|
|
|
175
|
Kestra Private Wealth Services
Austin,
Texas
|
$992K
|
+$4.25K
|
+60
|
+0.4%
|
|
