|
151
|
Zhang Financial
Portage,
Michigan
|
$957K
|
-$15.7K
|
-278
|
-2%
|
|
|
152
|
Pinnacle Associates
New York
|
$942K
|
+$236K
|
+4,180
|
+32%
|
|
|
153
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$936K
|
-$487K
|
-8,623
|
-33%
|
|
|
154
|
Coastline Trust
Providence,
Rhode Island
|
$936K
|
+$64.3K
|
+1,140
|
+7%
|
|
|
155
|
Oppenheimer & Co
New York
|
$931K
|
+$51K
|
+903
|
+6%
|
|
|
156
|
Tortoise Investment Management
White Plains,
New York
|
$923K
|
+$171K
|
+3,034
|
+22%
|
|
|
157
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$915K
|
-$325K
|
-5,764
|
-25%
|
|
|
158
|
Estate Counselors
Thiensville,
Wisconsin
|
$903K
|
-$95.9K
|
-1,700
|
-9%
|
|
|
159
|
Franklin Resources
San Mateo,
California
|
$888K
|
–
|
–
|
–
|
|
|
160
|
Summit Asset Management
Memphis,
Tennessee
|
$862K
|
+$23.9K
|
+423
|
+3%
|
|
|
161
|
Klingman & Associates
New York
|
$844K
|
–
|
–
|
–
|
|
|
162
|
Bank of New York Mellon
New York
|
$844K
|
+$101K
|
+1,789
|
+13%
|
|
|
163
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$828K
|
–
|
–
|
–
|
|
|
164
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$824K
|
-$11.8K
|
-210
|
-1%
|
|
|
165
|
HoyleCohen
San Diego,
California
|
$815K
|
+$7.9K
|
+140
|
+0.9%
|
|
|
166
|
Linscomb Wealth
Houston,
Texas
|
$815K
|
+$83.1K
|
+1,472
|
+11%
|
|
|
167
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$808K
|
–
|
–
|
–
|
|
|
168
|
|
$806K
|
-$439K
|
-7,775
|
-34%
|
|
|
169
|
Successful Portfolios
Clearwater,
Florida
|
$803K
|
+$37K
|
+656
|
+5%
|
|
|
170
|
Pillar Pacific Capital Management
Pacifica,
California
|
$782K
|
+$97.3K
|
+1,725
|
+14%
|
|
|
171
|
Essex Financial Services
Essex,
Connecticut
|
$777K
|
-$1.2M
|
-21,226
|
-60%
|
|
|
172
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$743K
|
–
|
–
|
–
|
|
|
173
|
Wolverine Trading
Chicago,
Illinois
|
$734K
|
–
|
–
|
–
|
|
|
174
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$726K
|
+$475K
|
+8,422
|
+169%
|
|
|
175
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$724K
|
+$74.4K
|
+1,318
|
+11%
|
|
