|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$318K
|
–
|
–
|
–
|
|
|
302
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$318K
|
–
|
–
|
–
|
|
|
303
|
Pachira Investments
Dana Point,
California
|
$317K
|
+$7.11K
|
+678
|
+2%
|
|
|
304
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$315K
|
-$2.52K
|
-240
|
-0.8%
|
|
|
305
|
American Research & Management Company
Marion,
Massachusetts
|
$307K
|
+$7.55K
|
+720
|
+3%
|
|
|
306
|
Garde Capital
Seattle,
Washington
|
$304K
|
+$15.7K
|
+1,494
|
+6%
|
|
|
307
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$297K
|
+$290K
|
+27,654
|
New
|
|
|
308
|
TCI Wealth Advisors
Tucson,
Arizona
|
$296K
|
+$3.96K
|
+378
|
+1%
|
|
|
309
|
Optimum Investment Advisors
Chicago,
Illinois
|
$292K
|
–
|
–
|
–
|
|
|
310
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$290K
|
–
|
–
|
–
|
|
|
311
|
West Paces Advisors
Atlanta,
Georgia
|
$289K
|
–
|
–
|
–
|
|
|
312
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$288K
|
-$179K
|
-17,076
|
-39%
|
|
|
313
|
Cetera Advisors
Denver,
Colorado
|
$283K
|
+$10.6K
|
+1,014
|
+4%
|
|
|
314
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$283K
|
+$276K
|
+26,286
|
New
|
|
|
315
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$282K
|
+$189
|
+18
|
+0.1%
|
|
|
316
|
Good Life Advisors
Reading,
Pennsylvania
|
$279K
|
-$45.3K
|
-4,320
|
-15%
|
|
|
317
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$277K
|
+$37.9K
|
+3,618
|
+16%
|
|
|
318
|
WrapManager Inc
Mill Valley,
California
|
$277K
|
+$270K
|
+25,764
|
New
|
|
|
319
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$276K
|
+$256K
|
+24,396
|
New
|
|
|
320
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$274K
|
+$57.6K
|
+5,496
|
+27%
|
|
|
321
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$271K
|
+$9.75K
|
+930
|
+4%
|
|
|
322
|
|
$270K
|
+$818
|
+78
|
+0.3%
|
|
|
323
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$270K
|
+$263K
|
+25,098
|
New
|
|
|
324
|
Curi RMB Capital
Chicago,
Illinois
|
$266K
|
+$260K
|
+24,774
|
New
|
|
|
325
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$265K
|
-$12.2K
|
-1,164
|
-5%
|
|
