|
176
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$470K
|
–
|
–
|
–
|
|
|
177
|
&Partners
Nashville,
Tennessee
|
$465K
|
-$336K
|
-1,631
|
-40%
|
|
|
178
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$445K
|
+$99.2K
|
+482
|
+26%
|
|
|
179
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$437K
|
+$478K
|
+2,325
|
New
|
|
|
180
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$433K
|
+$48.8K
|
+237
|
+11%
|
|
|
181
|
Beacon Pointe Advisors
Newport Beach,
California
|
$419K
|
-$34.6K
|
-168
|
-7%
|
|
|
182
|
Charles Schwab
San Francisco,
California
|
$418K
|
-$205K
|
-996
|
-31%
|
|
|
183
|
Yoder Wealth Management
Walnut Creek,
California
|
$402K
|
-$4.12K
|
-20
|
-0.9%
|
|
|
184
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$396K
|
-$323K
|
-1,569
|
-43%
|
|
|
185
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$396K
|
-$323K
|
-1,569
|
-43%
|
|
|
186
|
Leavell Investment Management
Mobile,
Alabama
|
$392K
|
-$104K
|
-506
|
-19%
|
|
|
187
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$391K
|
-$1.85K
|
-9
|
-0.4%
|
|
|
188
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$391K
|
-$13.2K
|
-64
|
-3%
|
|
|
189
|
Essex Financial Services
Essex,
Connecticut
|
$390K
|
-$3.7K
|
-18
|
-0.9%
|
|
|
190
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$389K
|
+$617
|
+3
|
+0.1%
|
|
|
191
|
O'Rourke & Company
Boston,
Massachusetts
|
$383K
|
+$44.7K
|
+217
|
+12%
|
|
|
192
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$382K
|
-$89.5K
|
-435
|
-18%
|
|
|
193
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$381K
|
-$59.9K
|
-291
|
-13%
|
|
|
194
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$379K
|
+$201K
|
+977
|
+94%
|
|
|
195
|
Collective Family Office
York,
Pennsylvania
|
$372K
|
–
|
–
|
–
|
|
|
196
|
Mercer Global Advisors
Denver,
Colorado
|
$370K
|
+$405K
|
+1,968
|
New
|
|
|
197
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$368K
|
-$19.1K
|
-93
|
-5%
|
|
|
198
|
Laidlaw Wealth Management
New York City,
New York
|
$351K
|
+$10.5K
|
+51
|
+3%
|
|
|
199
|
US Bancorp
Minneapolis,
Minnesota
|
$346K
|
+$24.1K
|
+117
|
+7%
|
|
|
200
|
Winch Advisory Services
Appleton,
Wisconsin
|
$345K
|
+$3.09K
|
+15
|
+0.8%
|
|
