|
151
|
WMS Partners
Towson,
Maryland
|
$1.51M
|
-$103K
|
-1,415
|
-7%
|
|
|
152
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.45M
|
-$668K
|
-9,220
|
-33%
|
|
|
153
|
HSBC Holdings
London,
United Kingdom
|
$1.44M
|
-$673K
|
-9,285
|
-33%
|
|
|
154
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.43M
|
-$6.89K
|
-95
|
-0.5%
|
|
|
155
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
156
|
Fidelity Investments
Boston,
Massachusetts
|
$1.41M
|
+$95.7K
|
+1,320
|
+8%
|
|
|
157
|
Segment Wealth Management
Houston,
Texas
|
$1.4M
|
+$132K
|
+1,825
|
+11%
|
|
|
158
|
Sanford Advisory Services
Portage,
Michigan
|
$1.39M
|
+$25K
|
+345
|
+2%
|
|
|
159
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.38M
|
+$109K
|
+1,500
|
+9%
|
|
|
160
|
Brown Advisory
Baltimore,
Maryland
|
$1.38M
|
+$1.28M
|
+17,670
|
New
|
|
|
161
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.37M
|
+$22.5K
|
+310
|
+2%
|
|
|
162
|
Parallel Advisors
San Francisco,
California
|
$1.34M
|
-$10.9K
|
-150
|
-0.9%
|
|
|
163
|
Renaissance Technologies
New York
|
$1.29M
|
+$1.2M
|
+16,500
|
New
|
|
|
164
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.28M
|
+$20.3K
|
+280
|
+2%
|
|
|
165
|
Equitable Holdings
New York
|
$1.25M
|
-$781K
|
-10,775
|
-40%
|
|
|
166
|
Pinnacle Associates
New York
|
$1.24M
|
+$377K
|
+5,200
|
+49%
|
|
|
167
|
Credit Suisse
Zurich,
Switzerland
|
$1.23M
|
+$436K
|
+6,015
|
+61%
|
|
|
168
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$1.23M
|
-$669K
|
-9,230
|
-37%
|
|
|
169
|
Jess S. Morgan & Co
Los Angeles,
California
|
$1.23M
|
+$8.7K
|
+120
|
+0.8%
|
|
|
170
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.22M
|
+$1.25M
|
+17,185
|
New
|
|
|
171
|
Intellectus Partners
San Francisco,
California
|
$1.22M
|
-$112K
|
-1,550
|
-9%
|
|
|
172
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
173
|
Allianz Asset Management
Munich,
Germany
|
$1.21M
|
+$1.12M
|
+15,450
|
New
|
|
|
174
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.2M
|
-$49.3K
|
-680
|
-4%
|
|
|
175
|
William Blair & Company
Chicago,
Illinois
|
$1.2M
|
+$8.34K
|
+115
|
+0.8%
|
|
