|
151
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$206K
|
+$194K
|
+3,067
|
New
|
|
|
152
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$204K
|
+$192K
|
+3,035
|
New
|
|
|
153
|
ClearBridge Investments
New York
|
$201K
|
-$253K
|
-4,000
|
-57%
|
|
|
154
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$155K
|
-$73.8K
|
-1,166
|
-34%
|
|
|
155
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$142K
|
+$190
|
+3
|
+0.1%
|
|
|
156
|
Steward Partners Investment Advisory
New York
|
$139K
|
-$1.27K
|
-20
|
-1%
|
|
|
157
|
CVA Family Office
Denver,
Colorado
|
$134K
|
-$44.3K
|
-700
|
-26%
|
|
|
158
|
Larson Financial Group
St Louis,
Missouri
|
$123K
|
–
|
–
|
–
|
|
|
159
|
Whittier Trust
South Pasadena,
California
|
$121K
|
+$114K
|
+1,800
|
New
|
|
|
160
|
William Blair & Company
Chicago,
Illinois
|
$114K
|
–
|
–
|
–
|
|
|
161
|
US Bancorp
Minneapolis,
Minnesota
|
$109K
|
+$103K
|
+1,623
|
New
|
|
|
162
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$107K
|
–
|
–
|
–
|
|
|
163
|
TD Capital Management
Memphis,
Tennessee
|
$101K
|
+$443
|
+7
|
+0.5%
|
|
|
164
|
Moser Wealth Advisors
Bellevue,
Washington
|
$94K
|
–
|
–
|
–
|
|
|
165
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$93K
|
+$63.3K
|
+1,000
|
+263%
|
|
|
166
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$89K
|
-$9.44K
|
-149
|
-10%
|
|
|
167
|
Fidelity Investments
Boston,
Massachusetts
|
$77K
|
+$50K
|
+790
|
+219%
|
|
|
168
|
Selective Wealth Management
Forest,
Virginia
|
$74K
|
–
|
–
|
–
|
|
|
169
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$64K
|
+$60.2K
|
+950
|
New
|
|
|
170
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$62K
|
-$6.78K
|
-107
|
-10%
|
|
|
171
|
Bessemer Group
Woodbridge,
New Jersey
|
$59K
|
+$56.1K
|
+885
|
New
|
|
|
172
|
Valeo Financial Advisors
Carmel,
Indiana
|
$59K
|
+$56.1K
|
+886
|
New
|
|
|
173
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$55K
|
–
|
–
|
–
|
|
|
174
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$39.2K
|
-$36.4K
|
-575
|
-50%
|
|
|
175
|
American Portfolios Advisors
Holbrook,
New York
|
$36.6K
|
+$34.5K
|
+545
|
New
|
|
