|
151
|
Mission Wealth Management
Santa Barbara,
California
|
$328K
|
–
|
–
|
–
|
|
|
152
|
Fisher Asset Management
Camas,
Washington
|
$322K
|
+$21K
|
+820
|
+6%
|
|
|
153
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
154
|
Two Sigma Investments
New York
|
$317K
|
–
|
–
|
–
|
|
|
155
|
Calamos Wealth Management
Naperville,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
156
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$294K
|
–
|
–
|
–
|
|
|
157
|
Renaissance Technologies
New York
|
$294K
|
+$25.6K
|
+1,000
|
+8%
|
|
|
158
|
Atria Wealth Solutions
New York
|
$289K
|
+$1.53K
|
+60
|
+0.5%
|
|
|
159
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
160
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$273K
|
-$9.71K
|
-380
|
-3%
|
|
|
161
|
Castle Wealth Management
West Palm Beach,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
162
|
Rockefeller Capital Management
New York
|
$253K
|
+$56.5K
|
+2,210
|
+25%
|
|
|
163
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$252K
|
-$24.3K
|
-950
|
-8%
|
|
|
164
|
Axxcess Wealth Management
Carlsbad,
California
|
$251K
|
-$106K
|
-4,130
|
-27%
|
|
|
165
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$250K
|
–
|
–
|
–
|
|
|
166
|
Hilltop Holdings
Dallas,
Texas
|
$249K
|
-$511
|
-20
|
-0.2%
|
|
|
167
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
168
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$244K
|
-$61.1K
|
-2,390
|
-18%
|
|
|
169
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$244K
|
+$511
|
+20
|
+0.2%
|
|
|
170
|
Bogart Wealth LLC
Mclean,
Virginia
|
$244K
|
+$1.02K
|
+40
|
+0.4%
|
|
|
171
|
Zhang Financial
Portage,
Michigan
|
$242K
|
–
|
–
|
–
|
|
|
172
|
MBA Advisors
Hermitage,
Pennsylvania
|
$237K
|
-$12.5K
|
-490
|
-4%
|
|
|
173
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$235K
|
-$1.02M
|
-39,820
|
-79%
|
|
|
174
|
SVB Wealth
Boston,
Massachusetts
|
$235K
|
+$2.56K
|
+100
|
+1%
|
|
|
175
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$232K
|
-$73.9K
|
-2,890
|
-22%
|
|
