|
151
|
Marcum Wealth
Cleveland,
Ohio
|
$793K
|
-$87.4K
|
-1,327
|
-9%
|
|
|
152
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$713K
|
-$56K
|
-850
|
-7%
|
|
|
153
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$707K
|
+$119K
|
+1,800
|
+18%
|
|
|
154
|
|
$687K
|
+$49.7K
|
+755
|
+7%
|
|
|
155
|
|
$674K
|
-$1.66M
|
-25,163
|
-69%
|
|
|
156
|
Pathstone Family Office
Englewood,
New Jersey
|
$672K
|
-$168K
|
-2,545
|
-18%
|
|
|
157
|
BOK Financial Private Wealth
Denver,
Colorado
|
$622K
|
+$241K
|
+3,658
|
+55%
|
|
|
158
|
Cetera Advisors
Denver,
Colorado
|
$603K
|
-$83.1K
|
-1,262
|
-11%
|
|
|
159
|
Kestra Private Wealth Services
Austin,
Texas
|
$597K
|
+$2.83K
|
+43
|
+0.4%
|
|
|
160
|
1900 Wealth Management
San Antonio,
Texas
|
$594K
|
-$145K
|
-2,204
|
-18%
|
|
|
161
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$588K
|
+$132
|
+2
|
+0%
|
|
|
162
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$588K
|
+$71.7K
|
+1,088
|
+12%
|
|
|
163
|
SVB Wealth
Boston,
Massachusetts
|
$562K
|
–
|
–
|
–
|
|
|
164
|
Eudaimonia Partners
Winchester,
Tennessee
|
$554K
|
-$394K
|
-5,984
|
-39%
|
|
|
165
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$550K
|
+$29.5K
|
+448
|
+5%
|
|
|
166
|
BOK Financial
Tulsa,
Oklahoma
|
$548K
|
+$19.4K
|
+295
|
+3%
|
|
|
167
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$540K
|
+$299K
|
+4,546
|
+101%
|
|
|
168
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$534K
|
+$589K
|
+8,948
|
New
|
|
|
169
|
|
$533K
|
-$13.6K
|
-207
|
-2%
|
|
|
170
|
Fidelity Investments
Boston,
Massachusetts
|
$529K
|
+$416K
|
+6,323
|
+249%
|
|
|
171
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$515K
|
+$19K
|
+289
|
+3%
|
|
|
172
|
Western Wealth Management
Golden,
Colorado
|
$494K
|
+$322K
|
+4,888
|
+145%
|
|
|
173
|
TD Private Client Wealth
New York
|
$493K
|
+$24.6K
|
+373
|
+5%
|
|
|
174
|
American Portfolios Advisors
Holbrook,
New York
|
$478K
|
+$1.91K
|
+29
|
+0.4%
|
|
|
175
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$466K
|
+$97.6K
|
+1,481
|
+23%
|
|
