|
151
|
Whittier Trust
South Pasadena,
California
|
$314K
|
–
|
–
|
–
|
|
|
152
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$300K
|
-$364K
|
-2,975
|
-55%
|
|
|
153
|
Peterson Wealth Advisors
Orem,
Utah
|
$300K
|
-$41.9K
|
-342
|
-13%
|
|
|
154
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$299K
|
-$247K
|
-2,019
|
-46%
|
|
|
155
|
Operose Advisors
Milwaukee,
Wisconsin
|
$292K
|
–
|
–
|
–
|
|
|
156
|
Ceera Investments
Bellaire,
Texas
|
$292K
|
+$11.6K
|
+95
|
+4%
|
|
|
157
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$292K
|
+$6.49K
|
+53
|
+2%
|
|
|
158
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$291K
|
–
|
–
|
–
|
|
|
159
|
GSA Capital Partners
London,
United Kingdom
|
$287K
|
+$15.9K
|
+130
|
+6%
|
|
|
160
|
Valeo Financial Advisors
Carmel,
Indiana
|
$284K
|
-$12.2K
|
-100
|
-4%
|
|
|
161
|
Quartz Partners
Saratoga Springs,
New York
|
$277K
|
+$271K
|
+2,212
|
New
|
|
|
162
|
Glassman Wealth Services
Vienna,
Virginia
|
$274K
|
–
|
–
|
–
|
|
|
163
|
Rede Wealth
Charlottesville,
Virginia
|
$272K
|
–
|
–
|
–
|
|
|
164
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$270K
|
–
|
–
|
–
|
|
|
165
|
Essex Financial Services
Essex,
Connecticut
|
$265K
|
-$77.6K
|
-634
|
-23%
|
|
|
166
|
Valmark Advisers
Akron,
Ohio
|
$262K
|
+$2.57K
|
+21
|
+1%
|
|
|
167
|
Financial Advocates Investment Management
Olympia,
Washington
|
$256K
|
-$1.72K
|
-14
|
-0.7%
|
|
|
168
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$254K
|
–
|
–
|
–
|
|
|
169
|
Smith, Moore & Co
Clayton,
Missouri
|
$250K
|
-$17.5K
|
-143
|
-7%
|
|
|
170
|
Affinity Wealth Management
Wilmington,
Delaware
|
$247K
|
-$39.9K
|
-326
|
-14%
|
|
|
171
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$240K
|
+$234K
|
+1,913
|
New
|
|
|
172
|
|
$236K
|
–
|
–
|
–
|
|
|
173
|
Mirador Capital Partners
Pleasanton,
California
|
$236K
|
-$14.6K
|
-119
|
-6%
|
|
|
174
|
Washburn Capital Management
Vero Beach,
Florida
|
$227K
|
-$95K
|
-776
|
-30%
|
|
|
175
|
Argent Trust Co
Nashville,
Tennessee
|
$226K
|
–
|
–
|
–
|
|
