|
151
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.93M
|
-$52.8K
|
-1,155
|
-3%
|
|
|
152
|
Colonial River Investments
Midlothian,
Virginia
|
$1.93M
|
+$1.93M
|
+42,275
|
New
|
|
|
153
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.89M
|
+$141K
|
+3,085
|
+8%
|
|
|
154
|
Oppenheimer & Co
New York
|
$1.78M
|
+$235K
|
+5,131
|
+15%
|
|
|
155
|
Lazard Asset Management
New York
|
$1.76M
|
–
|
–
|
–
|
|
|
156
|
DB Wealth Management Group
San Diego,
California
|
$1.75M
|
+$284K
|
+6,218
|
+19%
|
|
|
157
|
Advisor OS
Chicago,
Illinois
|
$1.75M
|
+$32.8K
|
+718
|
+2%
|
|
|
158
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.74M
|
-$423K
|
-9,248
|
-20%
|
|
|
159
|
Old National Bancorp
Evansville,
Indiana
|
$1.74M
|
+$560K
|
+12,247
|
+48%
|
|
|
160
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1.73M
|
+$79.3K
|
+1,734
|
+5%
|
|
|
161
|
First Mercantile Trust
Cordova,
Tennessee
|
$1.73M
|
-$116K
|
-2,539
|
-6%
|
|
|
162
|
Investment Partners
New Philadelphia,
Ohio
|
$1.67M
|
+$74.5K
|
+1,628
|
+5%
|
|
|
163
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.65M
|
+$126K
|
+2,753
|
+8%
|
|
|
164
|
Credit Suisse
Zurich,
Switzerland
|
$1.62M
|
-$72.9K
|
-1,593
|
-4%
|
|
|
165
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$1.61M
|
-$128K
|
-2,788
|
-7%
|
|
|
166
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.59M
|
-$1.07M
|
-23,314
|
-40%
|
|
|
167
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.57M
|
+$35K
|
+765
|
+2%
|
|
|
168
|
Next Financial Group
Houston,
Texas
|
$1.56M
|
+$314K
|
+6,863
|
+25%
|
|
|
169
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.56M
|
+$128K
|
+2,797
|
+9%
|
|
|
170
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.55M
|
+$44.2K
|
+966
|
+3%
|
|
|
171
|
GFG Capital
Miami,
Florida
|
$1.55M
|
+$1.55M
|
+33,885
|
New
|
|
|
172
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.52M
|
+$1.52M
|
+33,302
|
New
|
|
|
173
|
Matthew Hamilton Rosenberg
|
$1.47M
|
+$751K
|
+16,421
|
+104%
|
|
|
174
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.45M
|
-$75.3K
|
-1,645
|
-5%
|
|
|
175
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.43M
|
+$303K
|
+6,617
|
+27%
|
|
