|
201
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$190K
|
–
|
–
|
–
|
|
|
202
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$190K
|
+$165K
|
+2,806
|
+703%
|
|
|
203
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$180K
|
+$30.1K
|
+512
|
+20%
|
|
|
204
|
IFP Advisors
Tampa,
Florida
|
$170K
|
-$8.86K
|
-151
|
-5%
|
|
|
205
|
|
$166K
|
–
|
–
|
–
|
|
|
206
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$166K
|
+$141K
|
+2,407
|
+594%
|
|
|
207
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$149K
|
+$148K
|
+2,520
|
New
|
|
|
208
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$141K
|
-$14.4K
|
-245
|
-9%
|
|
|
209
|
Hefty Wealth Partners
Auburn,
Indiana
|
$128K
|
-$2.29K
|
-39
|
-2%
|
|
|
210
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$97K
|
–
|
–
|
–
|
|
|
211
|
Washington Trust Bank
Spokane,
Washington
|
$74K
|
+$73.4K
|
+1,250
|
New
|
|
|
212
|
Omnia Family Wealth
Aventura,
Florida
|
$65K
|
+$64.4K
|
+1,098
|
New
|
|
|
213
|
Forward Management
San Francisco,
California
|
$47K
|
+$47K
|
+800
|
New
|
|
|
214
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$41K
|
–
|
–
|
–
|
|
|
215
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$36.7K
|
-$74K
|
-1,260
|
-67%
|
|
|
216
|
Tortoise Investment Management
White Plains,
New York
|
$35K
|
-$20.5K
|
-350
|
-37%
|
|
|
217
|
WhitTier Trust Company
Reno,
Nevada
|
$34K
|
+$5.87K
|
+100
|
+21%
|
|
|
218
|
Parallel Advisors
San Francisco,
California
|
$34K
|
+$33.4K
|
+569
|
New
|
|
|
219
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30K
|
-$25.4K
|
-433
|
-46%
|
|
|
220
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$29K
|
–
|
–
|
–
|
|
|
221
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$28K
|
+$28K
|
+477
|
New
|
|
|
222
|
Winch Advisory Services
Appleton,
Wisconsin
|
$24K
|
+$235
|
+4
|
+1%
|
|
|
223
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$22K
|
+$5.34K
|
+91
|
+33%
|
|
|
224
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
225
|
Clal Insurance
Tel-Aviv,
Israel
|
$13K
|
–
|
–
|
–
|
|
