|
151
|
Evercore Wealth Management
New York
|
$856K
|
–
|
–
|
–
|
|
|
152
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$840K
|
–
|
–
|
–
|
|
|
153
|
Prudential plc
London, England,
United Kingdom
|
$816K
|
+$358K
|
+14,700
|
+84%
|
|
|
154
|
ETrade Capital Management
Arlington,
Virginia
|
$814K
|
+$29.5K
|
+1,210
|
+4%
|
|
|
155
|
Steward Partners Investment Advisory
New York
|
$807K
|
+$120K
|
+4,945
|
+18%
|
|
|
156
|
Eaton Vance Management
Boston,
Massachusetts
|
$804K
|
+$39.8K
|
+1,635
|
+5%
|
|
|
157
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$793K
|
-$122K
|
-5,005
|
-14%
|
|
|
158
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$793K
|
-$638K
|
-26,180
|
-46%
|
|
|
159
|
Sequoia Financial Advisors
Akron,
Ohio
|
$764K
|
+$734K
|
+30,155
|
New
|
|
|
160
|
Blue Fin Capital
Warren,
Rhode Island
|
$723K
|
-$96.2K
|
-3,950
|
-12%
|
|
|
161
|
WealthPLAN Partners
Omaha,
Nebraska
|
$705K
|
-$11.1K
|
-455
|
-2%
|
|
|
162
|
Cannon Financial Strategists
Athens,
Georgia
|
$699K
|
–
|
–
|
–
|
|
|
163
|
Advisornet Financial
Minnetonka,
Minnesota
|
$699K
|
+$365
|
+15
|
+0.1%
|
|
|
164
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$698K
|
-$844K
|
-34,675
|
-56%
|
|
|
165
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$691K
|
-$3.17K
|
-130
|
-0.5%
|
|
|
166
|
Frontier Investment Management
Dallas,
Texas
|
$687K
|
+$267K
|
+10,960
|
+68%
|
|
|
167
|
Weatherly Asset Management
Del Mar,
California
|
$682K
|
-$12.1K
|
-495
|
-2%
|
|
|
168
|
Truepoint Inc
Cincinnati,
Ohio
|
$663K
|
-$84.8K
|
-3,480
|
-12%
|
|
|
169
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$641K
|
-$28.5K
|
-1,170
|
-4%
|
|
|
170
|
Brown Advisory
Baltimore,
Maryland
|
$641K
|
+$125K
|
+5,150
|
+26%
|
|
|
171
|
|
$637K
|
-$42.6K
|
-1,750
|
-7%
|
|
|
172
|
AIMZ Investment Advisors
Los Altos,
California
|
$634K
|
–
|
–
|
–
|
|
|
173
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$633K
|
-$199K
|
-8,170
|
-25%
|
|
|
174
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$625K
|
-$5.97K
|
-245
|
-1%
|
|
|
175
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$612K
|
+$64.4K
|
+2,645
|
+12%
|
|
