|
601
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
602
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$212K
|
-$243
|
-2
|
-0.1%
|
|
|
603
|
Vise Technologies
New York
|
$211K
|
+$204K
|
+1,676
|
New
|
|
|
604
|
Chicago Trust
Grayslake,
Illinois
|
$211K
|
–
|
–
|
–
|
|
|
605
|
Trajan Wealth
Scottsdale,
Arizona
|
$209K
|
+$201K
|
+1,658
|
New
|
|
|
606
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$207K
|
-$12.2K
|
-100
|
-6%
|
|
|
607
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$207K
|
-$80.1K
|
-659
|
-29%
|
|
|
608
|
Principal Securities
Des Moines,
Iowa
|
$203K
|
+$20.2K
|
+166
|
+11%
|
|
|
609
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$203K
|
–
|
–
|
–
|
|
|
610
|
Farther Finance Advisors
San Francisco,
California
|
$203K
|
+$20K
|
+165
|
+11%
|
|
|
611
|
Checchi Capital Advisers
Beverly Hills,
California
|
$202K
|
–
|
–
|
–
|
|
|
612
|
Raymond James Trust
St. Petersburg,
Florida
|
$201K
|
+$194K
|
+1,598
|
New
|
|
|
613
|
RHS Financial
San Francisco,
California
|
$201K
|
+$194K
|
+1,598
|
New
|
|
|
614
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$201K
|
–
|
–
|
–
|
|
|
615
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
616
|
Citizens Financial Group
Providence,
Rhode Island
|
$200K
|
+$192K
|
+1,583
|
New
|
|
|
617
|
United Community Bank
Greenville,
South Carolina
|
$195K
|
-$30.9K
|
-254
|
-14%
|
|
|
618
|
Parallel Advisors
San Francisco,
California
|
$190K
|
+$55.5K
|
+457
|
+44%
|
|
|
619
|
Horrell Capital Management
Little Rock,
Arkansas
|
$177K
|
+$24.3K
|
+200
|
+17%
|
|
|
620
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$176K
|
+$12.4K
|
+102
|
+8%
|
|
|
621
|
Planned Solutions
Folsom,
California
|
$175K
|
+$169K
|
+1,388
|
New
|
|
|
622
|
GeoWealth Management
Chicago,
Illinois
|
$169K
|
-$14.9K
|
-123
|
-8%
|
|
|
623
|
Rothschild Investment LLC
Chicago,
Illinois
|
$168K
|
-$6.2K
|
-51
|
-4%
|
|
|
624
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$161K
|
–
|
–
|
–
|
|
|
625
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$153K
|
+$148K
|
+1,216
|
New
|
|
