|
301
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$823K
|
+$149K
|
+1,801
|
+23%
|
|
|
302
|
Operose Advisors
Milwaukee,
Wisconsin
|
$821K
|
+$785K
|
+9,468
|
New
|
|
|
303
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$816K
|
+$102K
|
+1,235
|
+15%
|
|
|
304
|
Clare Market Investments
Dallas,
Texas
|
$807K
|
+$1.66K
|
+20
|
+0.2%
|
|
|
305
|
Alesco Advisors
Pittsford,
New York
|
$806K
|
–
|
–
|
–
|
|
|
306
|
RWA Wealth Partners
Newton,
Massachusetts
|
$806K
|
–
|
–
|
–
|
|
|
307
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$804K
|
+$23.5K
|
+283
|
+3%
|
|
|
308
|
Flynn Zito Capital Management
Garden City,
New York
|
$801K
|
–
|
–
|
–
|
|
|
309
|
Private Trust Company
Cleveland,
Ohio
|
$793K
|
-$326K
|
-3,932
|
-30%
|
|
|
310
|
MTM Investment Management
Spartanburg,
South Carolina
|
$793K
|
+$415
|
+5
|
+0.1%
|
|
|
311
|
Moors & Cabot
Boston,
Massachusetts
|
$786K
|
+$34.6K
|
+417
|
+5%
|
|
|
312
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$777K
|
+$8.63K
|
+104
|
+1%
|
|
|
313
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$774K
|
-$60.8K
|
-733
|
-8%
|
|
|
314
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$763K
|
-$241K
|
-2,904
|
-25%
|
|
|
315
|
Kingswood Wealth Advisors
San Diego,
California
|
$762K
|
+$393K
|
+4,735
|
+117%
|
|
|
316
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$759K
|
-$65.4K
|
-788
|
-8%
|
|
|
317
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$746K
|
+$663K
|
+7,988
|
+1,280%
|
|
|
318
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$744K
|
+$712K
|
+8,581
|
New
|
|
|
319
|
Chevy Chase Trust
Bethesda,
Maryland
|
$737K
|
–
|
–
|
–
|
|
|
320
|
Vontobel Holding
Zurich,
Switzerland
|
$721K
|
–
|
–
|
–
|
|
|
321
|
World Equity Group
Schaumburg,
Illinois
|
$716K
|
-$21.6K
|
-260
|
-3%
|
|
|
322
|
Park Edge Advisors
Cleveland,
Ohio
|
$713K
|
–
|
–
|
–
|
|
|
323
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$703K
|
+$581
|
+7
|
+0.1%
|
|
|
324
|
Lewis Asset Management
Lafayette,
California
|
$703K
|
+$1.24K
|
+15
|
+0.2%
|
|
|
325
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$698K
|
–
|
–
|
–
|
|
