|
326
|
Harbour Investments
Madison,
Wisconsin
|
$2.24M
|
+$2.32M
|
+63,974
|
New
|
|
|
327
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.23M
|
+$859K
|
+23,740
|
+60%
|
|
|
328
|
Park Avenue Securities
New York
|
$2.23M
|
-$537K
|
-14,836
|
-19%
|
|
|
329
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.23M
|
-$60K
|
-1,658
|
-3%
|
|
|
330
|
Sepio Capital
Salt Lake City,
Utah
|
$2.22M
|
-$5.65K
|
-156
|
-0.2%
|
|
|
331
|
Lazard Asset Management
New York
|
$2.22M
|
+$2.29M
|
+63,300
|
New
|
|
|
332
|
Black Swift Group
Boulder,
Colorado
|
$2.21M
|
+$2.28M
|
+62,950
|
New
|
|
|
333
|
D. Scott Neal
Lexington,
Kentucky
|
$2.18M
|
+$2.25M
|
+62,078
|
New
|
|
|
334
|
Venturi Wealth Management
Austin,
Texas
|
$2.17M
|
+$311K
|
+8,586
|
+16%
|
|
|
335
|
L.J. Altfest & Co
New York
|
$2.16M
|
-$52.9K
|
-1,462
|
-2%
|
|
|
336
|
Montag & Associates
Atlanta,
Georgia
|
$2.15M
|
-$96.7K
|
-2,672
|
-4%
|
|
|
337
|
Catalyst Capital Advisors
Huntington,
New York
|
$2.11M
|
+$374K
|
+10,322
|
+21%
|
|
|
338
|
Ascendant Capital Management
Los Angeles,
California
|
$2.1M
|
+$2.17M
|
+60,000
|
New
|
|
|
339
|
Parkside Investments
Deerfield,
Illinois
|
$2.1M
|
–
|
–
|
–
|
|
|
340
|
Wealthfront Advisers
Palo Alto,
California
|
$2.1M
|
+$939K
|
+25,952
|
+77%
|
|
|
341
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.1M
|
+$1.57M
|
+43,400
|
+265%
|
|
|
342
|
MBA Advisors
Hermitage,
Pennsylvania
|
$2.05M
|
+$163K
|
+4,496
|
+8%
|
|
|
343
|
Wilson & Boucher Capital Management
Moraga,
California
|
$2.05M
|
-$93.9K
|
-2,594
|
-4%
|
|
|
344
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.05M
|
+$2.11M
|
+58,418
|
New
|
|
|
345
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$2.03M
|
-$2.32K
|
-64
|
-0.1%
|
|
|
346
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.02M
|
-$12.3K
|
-340
|
-0.6%
|
|
|
347
|
Dock Street Asset Management
Palm Beach,
Florida
|
$2M
|
+$70.7K
|
+1,952
|
+4%
|
|
|
348
|
Advisor OS
Chicago,
Illinois
|
$2M
|
+$2.07M
|
+57,094
|
New
|
|
|
349
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$2M
|
-$70.9K
|
-1,958
|
-3%
|
|
|
350
|
Tower Research Capital (TRC)
New York
|
$1.99M
|
-$1.07M
|
-29,672
|
-34%
|
|
