|
126
|
Vivaldi Capital Management
Chicago,
Illinois
|
$440K
|
+$74.9K
|
+785
|
+19%
|
|
|
127
|
Coldstream Capital Management
Bellevue,
Washington
|
$436K
|
–
|
–
|
–
|
|
|
128
|
Citizens Financial Group
Providence,
Rhode Island
|
$434K
|
–
|
–
|
–
|
|
|
129
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$430K
|
-$47.1K
|
-494
|
-9%
|
|
|
130
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$429K
|
-$23K
|
-241
|
-5%
|
|
|
131
|
Concurrent Investment Advisors
Tampa,
Florida
|
$390K
|
+$421K
|
+4,417
|
New
|
|
|
132
|
Pathstone Holdings
Englewood,
New Jersey
|
$386K
|
+$34.9K
|
+366
|
+9%
|
|
|
133
|
North Star Investment Management
Chicago,
Illinois
|
$380K
|
+$191
|
+2
|
+0%
|
|
|
134
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$376K
|
–
|
–
|
–
|
|
|
135
|
Planning Directions
Glen Mills,
Pennsylvania
|
$373K
|
-$38.7K
|
-406
|
-9%
|
|
|
136
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$353K
|
–
|
–
|
–
|
|
|
137
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$353K
|
–
|
–
|
–
|
|
|
138
|
WJ Wealth Management
Glendale,
Arizona
|
$343K
|
-$19.1K
|
-200
|
-5%
|
|
|
139
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$343K
|
–
|
–
|
–
|
|
|
140
|
Centaurus Financial
Anaheim,
California
|
$338K
|
+$365K
|
+3,829
|
New
|
|
|
141
|
Samalin Investment Counsel
Chappaqua,
New York
|
$337K
|
+$286
|
+3
|
+0.1%
|
|
|
142
|
Apeiron RIA
Dallas,
Texas
|
$331K
|
+$127K
|
+1,332
|
+55%
|
|
|
143
|
Kestra Advisory Services
Austin,
Texas
|
$328K
|
+$286
|
+3
|
+0.1%
|
|
|
144
|
Kestra Private Wealth Services
Austin,
Texas
|
$324K
|
+$2K
|
+21
|
+0.6%
|
|
|
145
|
GWN Securities
Palm Beach Gardens,
Florida
|
$321K
|
+$347K
|
+3,634
|
New
|
|
|
146
|
Quadrature Capital
London,
United Kingdom
|
$320K
|
+$345K
|
+3,618
|
New
|
|
|
147
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$318K
|
–
|
–
|
–
|
|
|
148
|
Cresset Asset Management
Chicago,
Illinois
|
$317K
|
–
|
–
|
–
|
|
|
149
|
Financial Counselors Inc
Overland Park,
Kansas
|
$314K
|
–
|
–
|
–
|
|
|
150
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
