|
151
|
Wells Fargo
San Francisco,
California
|
$255K
|
+$115K
|
+4,462
|
+80%
|
|
|
152
|
MML Investors Services
Springfield,
Massachusetts
|
$250K
|
-$64.3K
|
-2,500
|
-20%
|
|
|
153
|
Global Retirement Partners
San Rafael,
California
|
$239K
|
–
|
–
|
–
|
|
|
154
|
Personal CFO Solutions
Chester,
New Jersey
|
$233K
|
+$7.69K
|
+299
|
+3%
|
|
|
155
|
TKG Advisors
Valparaiso,
Indiana
|
$229K
|
-$16.2K
|
-629
|
-7%
|
|
|
156
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$219K
|
+$222K
|
+8,616
|
New
|
|
|
157
|
LGT Financial Advisors
Dallas,
Texas
|
$215K
|
-$3.17K
|
-123
|
-1%
|
|
|
158
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$214K
|
+$217K
|
+8,429
|
New
|
|
|
159
|
Valmark Advisers
Akron,
Ohio
|
$201K
|
-$36.2K
|
-1,407
|
-15%
|
|
|
160
|
Spire Wealth Management
Mclean,
Virginia
|
$195K
|
+$335
|
+13
|
+0.2%
|
|
|
161
|
US Bancorp
Minneapolis,
Minnesota
|
$185K
|
+$188K
|
+7,290
|
New
|
|
|
162
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$153K
|
+$28.7K
|
+1,114
|
+23%
|
|
|
163
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$149K
|
–
|
–
|
–
|
|
|
164
|
Baystate Wealth Management
Boston,
Massachusetts
|
$110K
|
+$89.2K
|
+3,468
|
+400%
|
|
|
165
|
New Republic Capital
Charlotte,
North Carolina
|
$108K
|
+$9.68K
|
+376
|
+10%
|
|
|
166
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$89.5K
|
–
|
–
|
–
|
|
|
167
|
Venturi Wealth Management
Austin,
Texas
|
$84.2K
|
–
|
–
|
–
|
|
|
168
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$82K
|
+$37.3K
|
+1,450
|
+81%
|
|
|
169
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$63.6K
|
-$10.3K
|
-400
|
-14%
|
|
|
170
|
PrairieView Partners
St. Paul,
Minnesota
|
$62K
|
–
|
–
|
–
|
|
|
171
|
Running Point Capital Advisors
El Segundo,
California
|
$57.7K
|
–
|
–
|
–
|
|
|
172
|
Versant Capital Management
Phoenix,
Arizona
|
$50.7K
|
-$5.84K
|
-227
|
-10%
|
|
|
173
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$48K
|
–
|
–
|
–
|
|
|
174
|
Howe & Rusling
Rochester,
New York
|
$46.4K
|
+$47.1K
|
+1,829
|
New
|
|
|
175
|
AlphaCore Capital
La Jolla,
California
|
$46.1K
|
–
|
–
|
–
|
|
