|
251
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$199K
|
+$72.4K
|
+2,378
|
+54%
|
|
|
252
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$176K
|
-$2.86K
|
-94
|
-2%
|
|
|
253
|
Red Tortoise LLC
Atlanta,
Georgia
|
$175K
|
–
|
–
|
–
|
|
|
254
|
Ancora Advisors
Cleveland,
Ohio
|
$150K
|
+$158K
|
+5,171
|
New
|
|
|
255
|
Castleview Partners
Dallas,
Texas
|
$137K
|
-$3.99K
|
-131
|
-3%
|
|
|
256
|
Global Retirement Partners
San Rafael,
California
|
$125K
|
+$47K
|
+1,543
|
+56%
|
|
|
257
|
International Assets Investment Management
Orlando,
Florida
|
$124K
|
+$130K
|
+4,278
|
New
|
|
|
258
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$116K
|
–
|
–
|
–
|
|
|
259
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$116K
|
+$122K
|
+4,000
|
New
|
|
|
260
|
Versant Capital Management
Phoenix,
Arizona
|
$112K
|
–
|
–
|
–
|
|
|
261
|
|
$107K
|
+$112K
|
+3,686
|
New
|
|
|
262
|
Blue Trust Inc
Alpharetta,
Georgia
|
$102K
|
–
|
–
|
–
|
|
|
263
|
Fidelity Investments
Boston,
Massachusetts
|
$98.3K
|
+$27.6K
|
+907
|
+36%
|
|
|
264
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$96K
|
–
|
–
|
–
|
|
|
265
|
NKCFO LLC
Geneva,
Illinois
|
$79K
|
–
|
–
|
–
|
|
|
266
|
Venturi Wealth Management
Austin,
Texas
|
$71.7K
|
+$30.5K
|
+1,000
|
+68%
|
|
|
267
|
Tidemark
San Diego,
California
|
$69.3K
|
+$72.9K
|
+2,392
|
New
|
|
|
268
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$67K
|
–
|
–
|
–
|
|
|
269
|
North Star Investment Management
Chicago,
Illinois
|
$67K
|
–
|
–
|
–
|
|
|
270
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$67K
|
–
|
–
|
–
|
|
|
271
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$65.6K
|
-$119K
|
-3,899
|
-66%
|
|
|
272
|
Goodman Advisory Group
Needham,
Massachusetts
|
$64.1K
|
–
|
–
|
–
|
|
|
273
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$57.9K
|
–
|
–
|
–
|
|
|
274
|
HM Payson & Co
Portland,
Maine
|
$57.3K
|
–
|
–
|
–
|
|
|
275
|
Harbour Investments
Madison,
Wisconsin
|
$55.2K
|
+$4.17K
|
+137
|
+8%
|
|
