|
151
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.58M
|
+$60.4K
|
+1,192
|
+4%
|
|
|
152
|
Westside Investment Management
Santa Monica,
California
|
$1.56M
|
+$168K
|
+3,307
|
+12%
|
|
|
153
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.55M
|
-$93.9K
|
-1,852
|
-6%
|
|
|
154
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.55M
|
-$93.9K
|
-1,852
|
-6%
|
|
|
155
|
Shufro Rose & Co
New York
|
$1.53M
|
-$142K
|
-2,806
|
-8%
|
|
|
156
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.52M
|
+$171K
|
+3,367
|
+13%
|
|
|
157
|
Spinnaker Trust
Portland,
Maine
|
$1.45M
|
-$545K
|
-10,752
|
-27%
|
|
|
158
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.44M
|
-$71.2K
|
-1,404
|
-5%
|
|
|
159
|
MGO One Seven
Beachwood,
Ohio
|
$1.43M
|
+$661K
|
+13,029
|
+85%
|
|
|
160
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$1.41M
|
-$171K
|
-3,382
|
-11%
|
|
|
161
|
Joel Adams & Associates
Asheville,
North Carolina
|
$1.39M
|
+$3.19K
|
+63
|
+0.2%
|
|
|
162
|
Snowden Capital Advisors
New York
|
$1.39M
|
-$7.71K
|
-152
|
-0.6%
|
|
|
163
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.37M
|
+$597K
|
+11,776
|
+77%
|
|
|
164
|
Leavell Investment Management
Mobile,
Alabama
|
$1.33M
|
+$50.7K
|
+1,000
|
+4%
|
|
|
165
|
Claro Advisors
Boston,
Massachusetts
|
$1.31M
|
+$1.31M
|
+25,925
|
New
|
|
|
166
|
Klingman & Associates
New York
|
$1.3M
|
-$752K
|
-14,823
|
-37%
|
|
|
167
|
MAI Capital Management
Independence,
Ohio
|
$1.29M
|
-$203K
|
-4,000
|
-14%
|
|
|
168
|
Objective Capital Management
Pepper Pike,
Ohio
|
$1.28M
|
+$313K
|
+6,164
|
+32%
|
|
|
169
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$1.28M
|
+$327K
|
+6,451
|
+34%
|
|
|
170
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
171
|
Natixis Advisors
Boston,
Massachusetts
|
$1.23M
|
+$1.24M
|
+24,376
|
New
|
|
|
172
|
Alterna Wealth Management
Houston,
Texas
|
$1.2M
|
+$1.2M
|
+23,620
|
New
|
|
|
173
|
Mutual Advisors
Omaha,
Nebraska
|
$1.16M
|
+$121K
|
+2,378
|
+12%
|
|
|
174
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.16M
|
-$813K
|
-16,035
|
-41%
|
|
|
175
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.16M
|
+$28.5K
|
+563
|
+3%
|
|
