|
501
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$258K
|
+$23K
|
+502
|
+10%
|
|
|
502
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$257K
|
–
|
–
|
–
|
|
|
503
|
Greytown Advisors
Miami,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
504
|
Valmark Advisers
Akron,
Ohio
|
$252K
|
-$10.3K
|
-226
|
-4%
|
|
|
505
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$252K
|
+$244K
|
+5,342
|
New
|
|
|
506
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$252K
|
–
|
–
|
–
|
|
|
507
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$251K
|
-$5.13K
|
-112
|
-2%
|
|
|
508
|
McCollum Christoferson Group
Amherst,
New York
|
$251K
|
–
|
–
|
–
|
|
|
509
|
Welch & Forbes
Boston,
Massachusetts
|
$251K
|
+$243K
|
+5,320
|
New
|
|
|
510
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$250K
|
–
|
–
|
–
|
|
|
511
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$248K
|
+$3.48K
|
+76
|
+1%
|
|
|
512
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$247K
|
-$254K
|
-5,550
|
-51%
|
|
|
513
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
514
|
Independent Wealth Network
Urbandale,
Iowa
|
$244K
|
-$10.1K
|
-220
|
-4%
|
|
|
515
|
Anson Capital
Tyrone,
Georgia
|
$241K
|
+$13.5K
|
+296
|
+6%
|
|
|
516
|
NWF Advisory Services
Los Angeles,
California
|
$237K
|
–
|
–
|
–
|
|
|
517
|
FourThought Financial Partners
Venice,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
518
|
Personal CFO Solutions
Chester,
New Jersey
|
$235K
|
+$458
|
+10
|
+0.2%
|
|
|
519
|
Wintrust Investments
Chicago,
Illinois
|
$234K
|
+$227K
|
+4,970
|
New
|
|
|
520
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$233K
|
+$1.1K
|
+24
|
+0.5%
|
|
|
521
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
522
|
RWA Wealth Partners
Newton,
Massachusetts
|
$228K
|
+$222K
|
+4,844
|
New
|
|
|
523
|
RS Crum Inc
Newport Beach,
California
|
$228K
|
–
|
–
|
–
|
|
|
524
|
Perigon Wealth Management
San Francisco,
California
|
$227K
|
-$21.8K
|
-476
|
-9%
|
|
|
525
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$227K
|
+$1.01K
|
+22
|
+0.5%
|
|
