|
176
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.12M
|
-$147K
|
-1,476
|
-11%
|
|
|
177
|
Canandaigua National Corp
Canandaigua,
New York
|
$1.1M
|
+$1.13M
|
+11,279
|
New
|
|
|
178
|
Level Four Advisory Services
Dallas,
Texas
|
$1.09M
|
+$49.2K
|
+493
|
+5%
|
|
|
179
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.07M
|
-$21.5K
|
-215
|
-2%
|
|
|
180
|
Wealthfront Advisers
Palo Alto,
California
|
$1.06M
|
+$249K
|
+2,495
|
+30%
|
|
|
181
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.05M
|
+$742K
|
+7,433
|
+224%
|
|
|
182
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$1.05M
|
-$72.7K
|
-729
|
-6%
|
|
|
183
|
MGO Private Wealth
Irvine,
California
|
$1.05M
|
-$7.02M
|
-70,350
|
-87%
|
|
|
184
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$986K
|
–
|
–
|
–
|
|
|
185
|
Kestra Advisory Services
Austin,
Texas
|
$979K
|
+$6.49K
|
+65
|
+0.7%
|
|
|
186
|
RiverGlades Family Offices
Naples,
Florida
|
$953K
|
+$973K
|
+9,750
|
New
|
|
|
187
|
Sharper & Granite
El Segundo,
California
|
$939K
|
+$261K
|
+2,618
|
+37%
|
|
|
188
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$880K
|
+$898K
|
+9,000
|
New
|
|
|
189
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$873K
|
+$245K
|
+2,460
|
+38%
|
|
|
190
|
William Blair & Company
Chicago,
Illinois
|
$850K
|
-$42.1K
|
-422
|
-5%
|
|
|
191
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$839K
|
–
|
–
|
–
|
|
|
192
|
Jones Financial Companies
Des Peres,
Missouri
|
$832K
|
+$146K
|
+1,466
|
+20%
|
|
|
193
|
GFS Advisors
Houston,
Texas
|
$821K
|
-$441K
|
-4,416
|
-34%
|
|
|
194
|
Grandfield & Dodd
New York
|
$807K
|
–
|
–
|
–
|
|
|
195
|
London & Capital Asset Management
London,
United Kingdom
|
$794K
|
+$137K
|
+1,370
|
+20%
|
|
|
196
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$748K
|
–
|
–
|
–
|
|
|
197
|
Sincerus Advisory
New York
|
$742K
|
+$758K
|
+7,594
|
New
|
|
|
198
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$731K
|
-$1.67M
|
-16,778
|
-69%
|
|
|
199
|
|
$726K
|
+$648K
|
+6,490
|
+131%
|
|
|
200
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$719K
|
–
|
–
|
–
|
|
