|
176
|
Creekside Partners
Petaluma,
California
|
$769K
|
+$17.1K
|
+469
|
+2%
|
|
|
177
|
James J. Burns & Company
Melville,
New York
|
$758K
|
+$24.4K
|
+670
|
+3%
|
|
|
178
|
Envision Financial
Brookfield,
Wisconsin
|
$751K
|
+$797K
|
+21,878
|
New
|
|
|
179
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$744K
|
-$22.7K
|
-623
|
-3%
|
|
|
180
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$733K
|
+$23K
|
+632
|
+3%
|
|
|
181
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$732K
|
+$25.2K
|
+693
|
+3%
|
|
|
182
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$713K
|
–
|
–
|
–
|
|
|
183
|
Avior Wealth Management
Omaha,
Nebraska
|
$698K
|
-$130K
|
-3,562
|
-15%
|
|
|
184
|
Beacon Pointe Advisors
Newport Beach,
California
|
$686K
|
+$39.1K
|
+1,072
|
+6%
|
|
|
185
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$679K
|
+$7.29K
|
+200
|
+1%
|
|
|
186
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$669K
|
–
|
–
|
–
|
|
|
187
|
Cresset Asset Management
Chicago,
Illinois
|
$664K
|
-$338K
|
-9,284
|
-32%
|
|
|
188
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$664K
|
+$704K
|
+19,330
|
New
|
|
|
189
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$662K
|
+$702K
|
+19,280
|
New
|
|
|
190
|
Peak Financial Management
Wellesley,
Massachusetts
|
$660K
|
-$546
|
-15
|
-0.1%
|
|
|
191
|
AllianceBernstein
Nashville,
Tennessee
|
$647K
|
+$687K
|
+18,861
|
New
|
|
|
192
|
SVB Wealth
Boston,
Massachusetts
|
$645K
|
+$684K
|
+18,784
|
New
|
|
|
193
|
Vawter Financial
Columbus,
Ohio
|
$640K
|
+$29.9K
|
+820
|
+5%
|
|
|
194
|
Clearstead Advisors
Cleveland,
Ohio
|
$638K
|
+$283K
|
+7,770
|
+72%
|
|
|
195
|
CWC Advisors
Lake Oswego,
Oregon
|
$630K
|
+$7.14K
|
+196
|
+1%
|
|
|
196
|
Blue Barn Wealth
Orem,
Utah
|
$627K
|
+$14K
|
+384
|
+2%
|
|
|
197
|
Sand Hill Global Advisors
Palo Alto,
California
|
$620K
|
–
|
–
|
–
|
|
|
198
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$608K
|
+$23.7K
|
+650
|
+4%
|
|
|
199
|
25 LLC
St. Louis,
Missouri
|
$588K
|
-$51.1K
|
-1,402
|
-8%
|
|
|
200
|
Fifth Third Securities
Cincinnati,
Ohio
|
$586K
|
+$20.8K
|
+572
|
+3%
|
|
