|
176
|
Golden State Wealth Management
Santa Ana,
California
|
$2.08M
|
+$31K
|
+357
|
+2%
|
|
|
177
|
Monterey Private Wealth
Monterey,
California
|
$2.05M
|
-$144K
|
-1,661
|
-7%
|
|
|
178
|
PDS Planning
Dublin,
Ohio
|
$2.05M
|
+$12.1K
|
+140
|
+0.6%
|
|
|
179
|
Veritable
Wilmington,
Delaware
|
$2.01M
|
–
|
–
|
–
|
|
|
180
|
Moseley Investment Management
Bradenton,
Florida
|
$2M
|
+$268K
|
+3,095
|
+17%
|
|
|
181
|
TD Private Client Wealth
New York
|
$1.93M
|
-$373K
|
-4,296
|
-17%
|
|
|
182
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.93M
|
+$5.72K
|
+66
|
+0.3%
|
|
|
183
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.93M
|
+$1.81M
|
+20,813
|
New
|
|
|
184
|
HoyleCohen
San Diego,
California
|
$1.89M
|
+$29.8K
|
+343
|
+2%
|
|
|
185
|
AllSquare Wealth Management
Albany,
New York
|
$1.89M
|
-$89K
|
-1,026
|
-5%
|
|
|
186
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.88M
|
-$31.2K
|
-360
|
-2%
|
|
|
187
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$1.88M
|
+$761K
|
+8,775
|
+76%
|
|
|
188
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.84M
|
+$781
|
+9
|
+0%
|
|
|
189
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.83M
|
–
|
–
|
–
|
|
|
190
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.83M
|
–
|
–
|
–
|
|
|
191
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.81M
|
-$575K
|
-6,627
|
-25%
|
|
|
192
|
Tiedemann Advisors
New York
|
$1.81M
|
-$2.98M
|
-34,375
|
-64%
|
|
|
193
|
DRW Securities
Chicago,
Illinois
|
$1.8M
|
+$1.69M
|
+19,459
|
New
|
|
|
194
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.76M
|
+$1.14M
|
+13,120
|
+222%
|
|
|
195
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.75M
|
+$1.64M
|
+18,944
|
New
|
|
|
196
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.72M
|
+$240K
|
+2,771
|
+18%
|
|
|
197
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.68M
|
-$4.16K
|
-48
|
-0.3%
|
|
|
198
|
Leavell Investment Management
Mobile,
Alabama
|
$1.67M
|
-$184K
|
-2,127
|
-11%
|
|
|
199
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.67M
|
-$786K
|
-9,065
|
-33%
|
|
|
200
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.67M
|
-$277K
|
-3,190
|
-15%
|
|
