|
351
|
CreativeOne Wealth
Overland Park,
Kansas
|
$500K
|
+$482K
|
+44,106
|
New
|
|
|
352
|
Bank of New York Mellon
New York
|
$498K
|
-$175K
|
-16,008
|
-27%
|
|
|
353
|
V Wealth Advisors
Overland Park,
Kansas
|
$498K
|
+$110K
|
+10,116
|
+31%
|
|
|
354
|
Genesee Capital Advisors
Auburn,
New York
|
$497K
|
+$479K
|
+43,848
|
New
|
|
|
355
|
Argent Trust Co
Nashville,
Tennessee
|
$494K
|
–
|
–
|
–
|
|
|
356
|
Stifel Financial
St. Louis,
Missouri
|
$494K
|
+$481K
|
+44,040
|
New
|
|
|
357
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$485K
|
+$109K
|
+9,954
|
+30%
|
|
|
358
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$483K
|
-$6.36M
|
-582,366
|
-93%
|
|
|
359
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$481K
|
-$67.3K
|
-6,162
|
-13%
|
|
|
360
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$479K
|
-$209K
|
-19,152
|
-31%
|
|
|
361
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$479K
|
+$24.9K
|
+2,280
|
+6%
|
|
|
362
|
Pegasus Partners
Mequon,
Wisconsin
|
$471K
|
–
|
–
|
–
|
|
|
363
|
Tortoise Investment Management
White Plains,
New York
|
$444K
|
-$49.6K
|
-4,542
|
-10%
|
|
|
364
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$444K
|
+$8.65K
|
+792
|
+2%
|
|
|
365
|
Elevated Capital Advisors
Sandy,
Utah
|
$443K
|
+$447K
|
+40,908
|
New
|
|
|
366
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$440K
|
-$3.79M
|
-346,698
|
-90%
|
|
|
367
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$439K
|
-$261K
|
-23,904
|
-38%
|
|
|
368
|
GS Investments
Minneapolis,
Minnesota
|
$437K
|
+$31.5K
|
+2,886
|
+8%
|
|
|
369
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$429K
|
+$328
|
+30
|
+0.1%
|
|
|
370
|
Donor Advised Charitable Giving
San Francisco,
California
|
$428K
|
-$6.03K
|
-552
|
-1%
|
|
|
371
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$415K
|
-$13K
|
-1,194
|
-3%
|
|
|
372
|
Cahill Financial Advisors
Edina,
Minnesota
|
$413K
|
-$414K
|
-37,938
|
-51%
|
|
|
373
|
Ritholtz Wealth Management
New York
|
$402K
|
+$18K
|
+1,650
|
+5%
|
|
|
374
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$401K
|
-$71.4K
|
-6,540
|
-16%
|
|
|
375
|
Fairview Capital Investment Management
Greenbrae,
California
|
$397K
|
+$29.5K
|
+2,700
|
+8%
|
|
