|
126
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$516K
|
+$45.5K
|
+487
|
+10%
|
|
|
127
|
CX Institutional
Auburn,
Indiana
|
$508K
|
+$493K
|
+5,279
|
New
|
|
|
128
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$502K
|
–
|
–
|
–
|
|
|
129
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$497K
|
–
|
–
|
–
|
|
|
130
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$490K
|
+$34.9K
|
+374
|
+8%
|
|
|
131
|
Coldstream Capital Management
Bellevue,
Washington
|
$474K
|
–
|
–
|
–
|
|
|
132
|
Citizens Financial Group
Providence,
Rhode Island
|
$472K
|
–
|
–
|
–
|
|
|
133
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$446K
|
-$10.1K
|
-108
|
-2%
|
|
|
134
|
Planning Directions
Glen Mills,
Pennsylvania
|
$445K
|
+$373
|
+4
|
+0.1%
|
|
|
135
|
Essential Planning
Portsmouth,
New Hampshire
|
$442K
|
+$224K
|
+2,400
|
+100%
|
|
|
136
|
Strategic Wealth Partners
Independence,
Ohio
|
$422K
|
+$390K
|
+4,177
|
New
|
|
|
137
|
Vivaldi Capital Management
Chicago,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
138
|
North Star Investment Management
Chicago,
Illinois
|
$414K
|
+$93
|
+1
|
+0%
|
|
|
139
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$412K
|
+$93.3K
|
+1,000
|
+30%
|
|
|
140
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$410K
|
–
|
–
|
–
|
|
|
141
|
WJ Wealth Management
Glendale,
Arizona
|
$392K
|
–
|
–
|
–
|
|
|
142
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$391K
|
-$2.89K
|
-31
|
-0.8%
|
|
|
143
|
Pathstone Holdings
Englewood,
New Jersey
|
$385K
|
-$20.2K
|
-216
|
-5%
|
|
|
144
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$385K
|
–
|
–
|
–
|
|
|
145
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$385K
|
–
|
–
|
–
|
|
|
146
|
Diversify Advisory Services
Sandy,
Utah
|
$375K
|
+$5.6K
|
+60
|
+2%
|
|
|
147
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$373K
|
–
|
–
|
–
|
|
|
148
|
Samalin Investment Counsel
Chappaqua,
New York
|
$366K
|
-$21.7K
|
-232
|
-6%
|
|
|
149
|
Kestra Advisory Services
Austin,
Texas
|
$357K
|
+$77.7K
|
+832
|
+29%
|
|
|
150
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$352K
|
+$98.9K
|
+1,060
|
+41%
|
|
