|
151
|
Parsons Capital Management
Providence,
Rhode Island
|
$5.79M
|
+$298K
|
+1,810
|
+5%
|
|
|
152
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$5.74M
|
-$2.18M
|
-13,220
|
-26%
|
|
|
153
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.7M
|
+$4.05M
|
+24,600
|
+202%
|
|
|
154
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$5.67M
|
+$129K
|
+786
|
+2%
|
|
|
155
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$5.65M
|
-$39.8K
|
-242
|
-0.7%
|
|
|
156
|
|
$5.62M
|
+$5.96M
|
+36,227
|
New
|
|
|
157
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.52M
|
-$101K
|
-614
|
-2%
|
|
|
158
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.44M
|
+$307K
|
+1,867
|
+6%
|
|
|
159
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.4M
|
+$950K
|
+5,772
|
+20%
|
|
|
160
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.39M
|
-$229K
|
-1,391
|
-4%
|
|
|
161
|
Lido Advisors
Los Angeles,
California
|
$5.35M
|
-$246K
|
-1,492
|
-4%
|
|
|
162
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.26M
|
–
|
–
|
–
|
|
|
163
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.25M
|
+$9.71K
|
+59
|
+0.2%
|
|
|
164
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.24M
|
-$140K
|
-851
|
-2%
|
|
|
165
|
1900 Wealth Management
San Antonio,
Texas
|
$5.1M
|
-$210K
|
-1,277
|
-4%
|
|
|
166
|
Charles Schwab
San Francisco,
California
|
$5.05M
|
-$245K
|
-1,489
|
-4%
|
|
|
167
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$5.04M
|
-$916K
|
-5,565
|
-15%
|
|
|
168
|
McDonald Partners
Cleveland,
Ohio
|
$4.96M
|
-$5.43K
|
-33
|
-0.1%
|
|
|
169
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.96M
|
+$4.84M
|
+29,381
|
+1,128%
|
|
|
170
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$4.96M
|
+$5.27M
|
+31,986
|
New
|
|
|
171
|
Knightsbridge Asset Management
Newport Beach,
California
|
$4.83M
|
+$115K
|
+697
|
+2%
|
|
|
172
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$4.75M
|
+$129K
|
+785
|
+3%
|
|
|
173
|
Essex Financial Services
Essex,
Connecticut
|
$4.74M
|
+$56.1K
|
+341
|
+1%
|
|
|
174
|
AQR Capital Management
Greenwich,
Connecticut
|
$4.71M
|
+$2.95M
|
+17,945
|
+145%
|
|
|
175
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$4.67M
|
+$200K
|
+1,213
|
+4%
|
|
