|
126
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$385K
|
–
|
–
|
–
|
|
|
127
|
William Blair & Company
Chicago,
Illinois
|
$382K
|
-$17.7K
|
-177
|
-4%
|
|
|
128
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$380K
|
-$4.1K
|
-41
|
-1%
|
|
|
129
|
Raymond James Trust
St. Petersburg,
Florida
|
$376K
|
-$4K
|
-40
|
-1%
|
|
|
130
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$368K
|
+$8.4K
|
+84
|
+2%
|
|
|
131
|
Noble Family Wealth
Clearwater,
Florida
|
$361K
|
+$360K
|
+3,600
|
New
|
|
|
132
|
Belpointe Asset Management
Reno,
Nevada
|
$351K
|
+$700
|
+7
|
+0.2%
|
|
|
133
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$349K
|
–
|
–
|
–
|
|
|
134
|
Better Money Decisions
Santa Fe,
New Mexico
|
$345K
|
+$1K
|
+10
|
+0.3%
|
|
|
135
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$342K
|
–
|
–
|
–
|
|
|
136
|
Abbrea Capital
Greenbrae,
California
|
$341K
|
–
|
–
|
–
|
|
|
137
|
Equitable Holdings
New York
|
$339K
|
+$122K
|
+1,225
|
+57%
|
|
|
138
|
Western Wealth Management
Golden,
Colorado
|
$336K
|
+$335K
|
+3,353
|
New
|
|
|
139
|
Summit Financial Group
Moorefield,
West Virginia
|
$321K
|
–
|
–
|
–
|
|
|
140
|
Commerce Bank
Kansas City,
Missouri
|
$319K
|
–
|
–
|
–
|
|
|
141
|
Corient Private Wealth
Miami,
Florida
|
$314K
|
+$313K
|
+3,132
|
New
|
|
|
142
|
Merit Financial Group
Alpharetta,
Georgia
|
$312K
|
+$312K
|
+3,119
|
New
|
|
|
143
|
Two Sigma Advisers
New York
|
$310K
|
+$310K
|
+3,100
|
New
|
|
|
144
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$307K
|
-$41.7K
|
-417
|
-12%
|
|
|
145
|
Valmark Advisers
Akron,
Ohio
|
$302K
|
+$500
|
+5
|
+0.2%
|
|
|
146
|
Northern Trust
Chicago,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
147
|
US Bancorp
Minneapolis,
Minnesota
|
$294K
|
-$479K
|
-4,795
|
-62%
|
|
|
148
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$294K
|
+$293K
|
+2,934
|
New
|
|
|
149
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$290K
|
–
|
–
|
–
|
|
|
150
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$289K
|
-$6.3K
|
-63
|
-2%
|
|
