|
151
|
Mariner
Overland Park,
Kansas
|
$307K
|
–
|
–
|
–
|
|
|
152
|
CPWM LLC
Seattle,
Washington
|
$300K
|
-$52.5K
|
-518
|
-15%
|
|
|
153
|
Whalerock Point Partners
Providence,
Rhode Island
|
$299K
|
-$11.6K
|
-115
|
-4%
|
|
|
154
|
Overbrook Management Corp
New York
|
$267K
|
–
|
–
|
–
|
|
|
155
|
Veritable
Wilmington,
Delaware
|
$264K
|
–
|
–
|
–
|
|
|
156
|
Commerce Bank
Kansas City,
Missouri
|
$255K
|
+$259K
|
+2,560
|
New
|
|
|
157
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$252K
|
–
|
–
|
–
|
|
|
158
|
HL Financial Services
Louisville,
Kentucky
|
$239K
|
-$69.2K
|
-683
|
-22%
|
|
|
159
|
Cerity Partners OCIO
New York
|
$236K
|
-$5.37K
|
-53
|
-2%
|
|
|
160
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
161
|
Chartist Inc
Seal Beach,
California
|
$225K
|
+$228K
|
+2,255
|
New
|
|
|
162
|
Truist Financial
Charlotte,
North Carolina
|
$224K
|
–
|
–
|
–
|
|
|
163
|
AllianceBernstein
Nashville,
Tennessee
|
$221K
|
–
|
–
|
–
|
|
|
164
|
Foster & Motley
Cincinnati,
Ohio
|
$219K
|
+$506
|
+5
|
+0.2%
|
|
|
165
|
BOK Financial
Tulsa,
Oklahoma
|
$218K
|
+$222K
|
+2,189
|
New
|
|
|
166
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$209K
|
–
|
–
|
–
|
|
|
167
|
One Capital Management
Westlake Village,
California
|
$209K
|
–
|
–
|
–
|
|
|
168
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$199K
|
+$203K
|
+2,000
|
New
|
|
|
169
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$189K
|
+$156K
|
+1,544
|
+428%
|
|
|
170
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$186K
|
+$304
|
+3
|
+0.2%
|
|
|
171
|
SG Americas Securities
New York
|
$174K
|
-$390K
|
-3,846
|
-69%
|
|
|
172
|
Grove Bank & Trust
Miami,
Florida
|
$154K
|
+$156K
|
+1,540
|
New
|
|
|
173
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$147K
|
+$19.9K
|
+196
|
+15%
|
|
|
174
|
Stanford Investment Group
Mountain View,
California
|
$146K
|
+$506
|
+5
|
+0.3%
|
|
|
175
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$140K
|
+$143K
|
+1,408
|
New
|
|
