|
151
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$247K
|
-$13.6K
|
-158
|
-6%
|
|
|
152
|
Millennium Management
New York
|
$241K
|
+$218K
|
+2,532
|
New
|
|
|
153
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$240K
|
+$344
|
+4
|
+0.2%
|
|
|
154
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$235K
|
–
|
–
|
–
|
|
|
155
|
|
$229K
|
+$207K
|
+2,403
|
New
|
|
|
156
|
Pictet Asset Management
Carouge,
Switzerland
|
$229K
|
+$206K
|
+2,400
|
New
|
|
|
157
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$216K
|
+$29.6K
|
+344
|
+18%
|
|
|
158
|
Huntington National Bank
Columbus,
Ohio
|
$215K
|
–
|
–
|
–
|
|
|
159
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$214K
|
+$193K
|
+2,245
|
New
|
|
|
160
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$214K
|
+$193K
|
+2,245
|
New
|
|
|
161
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$213K
|
+$192K
|
+2,231
|
New
|
|
|
162
|
BOK Financial
Tulsa,
Oklahoma
|
$210K
|
–
|
–
|
–
|
|
|
163
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$209K
|
+$189K
|
+2,194
|
New
|
|
|
164
|
Avantax Planning Partners
Dubuque,
Iowa
|
$205K
|
-$1.6M
|
-18,663
|
-90%
|
|
|
165
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$205K
|
+$185K
|
+2,150
|
New
|
|
|
166
|
Sachetta
Lynnfield,
Massachusetts
|
$193K
|
+$174K
|
+2,029
|
New
|
|
|
167
|
Cambridge Trust
Cambridge,
Massachusetts
|
$185K
|
–
|
–
|
–
|
|
|
168
|
Venturi Wealth Management
Austin,
Texas
|
$181K
|
–
|
–
|
–
|
|
|
169
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$151K
|
+$1.8K
|
+21
|
+1%
|
|
|
170
|
NewEdge Advisors
New Orleans,
Louisiana
|
$140K
|
+$19.5K
|
+227
|
+18%
|
|
|
171
|
Private Trust Company
Cleveland,
Ohio
|
$137K
|
+$24.9K
|
+290
|
+25%
|
|
|
172
|
Harbour Investments
Madison,
Wisconsin
|
$130K
|
+$258
|
+3
|
+0.2%
|
|
|
173
|
MTM Investment Management
Spartanburg,
South Carolina
|
$123K
|
–
|
–
|
–
|
|
|
174
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$123K
|
–
|
–
|
–
|
|
|
175
|
Fidelity Investments
Boston,
Massachusetts
|
$120K
|
-$40.5K
|
-471
|
-27%
|
|
