|
151
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$850K
|
–
|
–
|
–
|
|
|
152
|
Parsons Capital Management
Providence,
Rhode Island
|
$797K
|
+$150K
|
+3,254
|
+21%
|
|
|
153
|
Holt Capital Partners
Fort Worth,
Texas
|
$790K
|
–
|
–
|
–
|
|
|
154
|
|
$763K
|
+$92
|
+2
|
+0%
|
|
|
155
|
Bell Bank
Fargo,
North Dakota
|
$755K
|
+$1.52K
|
+33
|
+0.2%
|
|
|
156
|
Renaissance Technologies
New York
|
$752K
|
-$147K
|
-3,200
|
-15%
|
|
|
157
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$752K
|
–
|
–
|
–
|
|
|
158
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$724K
|
-$23.9K
|
-520
|
-3%
|
|
|
159
|
Weaver Consulting Group
Huntington Beach,
California
|
$716K
|
+$213K
|
+4,640
|
+37%
|
|
|
160
|
Fiduciary Trust
Boston,
Massachusetts
|
$710K
|
+$777K
|
+16,900
|
New
|
|
|
161
|
Mather Group
Chicago,
Illinois
|
$691K
|
+$1.84K
|
+40
|
+0.2%
|
|
|
162
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$682K
|
+$94K
|
+2,045
|
+14%
|
|
|
163
|
United Capital Financial Advisors
Irving,
Texas
|
$668K
|
-$29.7K
|
-647
|
-4%
|
|
|
164
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$667K
|
+$77.6K
|
+1,688
|
+12%
|
|
|
165
|
Perennial Investment Advisors
Los Angeles,
California
|
$665K
|
-$125K
|
-2,717
|
-15%
|
|
|
166
|
|
$644K
|
+$705K
|
+15,336
|
New
|
|
|
167
|
|
$640K
|
-$2.8K
|
-61
|
-0.4%
|
|
|
168
|
First American Trust
Santa Ana,
California
|
$639K
|
-$39.9K
|
-868
|
-5%
|
|
|
169
|
LifePro Asset Management
San Diego,
California
|
$634K
|
+$23.8K
|
+517
|
+4%
|
|
|
170
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$634K
|
+$694K
|
+15,104
|
New
|
|
|
171
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$630K
|
–
|
–
|
–
|
|
|
172
|
Financial Engines Advisors
Santa Clara,
California
|
$617K
|
–
|
–
|
–
|
|
|
173
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$592K
|
–
|
–
|
–
|
|
|
174
|
Northern Trust
Chicago,
Illinois
|
$577K
|
+$9.28K
|
+202
|
+1%
|
|
|
175
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$547K
|
-$46.2K
|
-1,005
|
-7%
|
|
