|
126
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$305K
|
-$10.8K
|
-1,474
|
-4%
|
|
|
127
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$299K
|
+$26.2K
|
+3,583
|
+11%
|
|
|
128
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$290K
|
–
|
–
|
–
|
|
|
129
|
Fidelity Investments
Boston,
Massachusetts
|
$285K
|
-$3.54K
|
-485
|
-1%
|
|
|
130
|
MML Investors Services
Springfield,
Massachusetts
|
$282K
|
+$50.2K
|
+6,871
|
+24%
|
|
|
131
|
|
$280K
|
+$256K
|
+35,089
|
New
|
|
|
132
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$278K
|
+$255K
|
+34,921
|
New
|
|
|
133
|
PDS Planning
Dublin,
Ohio
|
$276K
|
+$99.8K
|
+13,652
|
+65%
|
|
|
134
|
Aspen Grove Capital
Avon,
Colorado
|
$275K
|
–
|
–
|
–
|
|
|
135
|
Advisor Partners II
Walnut Creek,
California
|
$261K
|
+$13K
|
+1,772
|
+6%
|
|
|
136
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$256K
|
-$1.13K
|
-155
|
-0.5%
|
|
|
137
|
US Bancorp
Minneapolis,
Minnesota
|
$254K
|
-$12.3K
|
-1,688
|
-5%
|
|
|
138
|
Claro Advisors
Boston,
Massachusetts
|
$243K
|
+$222K
|
+30,439
|
New
|
|
|
139
|
Personal CFO Solutions
Chester,
New Jersey
|
$223K
|
+$204K
|
+27,928
|
New
|
|
|
140
|
AssetMark Inc
Concord,
California
|
$216K
|
+$198K
|
+27,047
|
New
|
|
|
141
|
Panagora Asset Management
Boston,
Massachusetts
|
$212K
|
+$195K
|
+26,653
|
New
|
|
|
142
|
|
$208K
|
-$11.5M
|
-1,572,685
|
-98%
|
|
|
143
|
Shilanski & Associates
Anchorage,
Alaska
|
$200K
|
+$190K
|
+25,999
|
New
|
|
|
144
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$193K
|
+$177K
|
+24,175
|
New
|
|
|
145
|
TD Private Client Wealth
New York
|
$191K
|
+$175K
|
+23,912
|
New
|
|
|
146
|
Wealth Alliance
Mellville,
New York
|
$190K
|
-$9.03K
|
-1,235
|
-5%
|
|
|
147
|
Bayesian Capital Management
Brooklyn,
New York
|
$186K
|
+$57K
|
+7,800
|
+50%
|
|
|
148
|
MGO One Seven
Beachwood,
Ohio
|
$182K
|
+$66.5K
|
+9,097
|
+66%
|
|
|
149
|
Curated Wealth Partners
El Segundo,
California
|
$181K
|
-$4.96K
|
-679
|
-3%
|
|
|
150
|
WrapManager Inc
Mill Valley,
California
|
$178K
|
+$163K
|
+22,283
|
New
|
|
