|
1076
|
One Wealth Advisors
San Francisco,
California
|
$224K
|
–
|
–
|
–
|
|
|
1077
|
Inlet Private Wealth
Jupiter,
Florida
|
$224K
|
+$221K
|
+2,850
|
New
|
|
|
1078
|
Douglas Lane & Associates
New York
|
$222K
|
–
|
–
|
–
|
|
|
1079
|
WealthSource Partners
San Luis Obispo,
California
|
$222K
|
+$219K
|
+2,825
|
New
|
|
|
1080
|
Capital Wealth Planning
Naples,
Florida
|
$221K
|
+$209K
|
+2,700
|
New
|
|
|
1081
|
JT Stratford LLC
Gainesville,
Georgia
|
$218K
|
-$23.2K
|
-300
|
-10%
|
|
|
1082
|
Ascent Wealth Partners
New Hartford,
New York
|
$218K
|
-$1.94K
|
-25
|
-0.9%
|
|
|
1083
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$218K
|
-$1.94K
|
-25
|
-0.9%
|
|
|
1084
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$216K
|
–
|
–
|
–
|
|
|
1085
|
Mission Wealth Management
Santa Barbara,
California
|
$216K
|
+$1.94K
|
+25
|
+0.9%
|
|
|
1086
|
CSat Investment Advisory
Detroit,
Michigan
|
$216K
|
+$34.9K
|
+450
|
+20%
|
|
|
1087
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$214K
|
–
|
–
|
–
|
|
|
1088
|
Eastern Bank
Boston,
Massachusetts
|
$212K
|
-$1.94K
|
-25
|
-0.9%
|
|
|
1089
|
Tidal Investments
Milwaukee,
Wisconsin
|
$212K
|
+$209K
|
+2,700
|
New
|
|
|
1090
|
Lindbrook Capital
Calabasas,
California
|
$210K
|
-$29K
|
-375
|
-12%
|
|
|
1091
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$208K
|
-$3.87K
|
-50
|
-2%
|
|
|
1092
|
Palladium Partners
Norfolk,
Virginia
|
$208K
|
+$203K
|
+2,625
|
New
|
|
|
1093
|
1ST Source Bank
South Bend,
Indiana
|
$206K
|
-$46.5K
|
-600
|
-19%
|
|
|
1094
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$206K
|
+$203K
|
+2,625
|
New
|
|
|
1095
|
Bison Wealth
Atlanta,
Georgia
|
$200K
|
+$197K
|
+2,550
|
New
|
|
|
1096
|
M&R Capital Management
Summit,
New Jersey
|
$196K
|
–
|
–
|
–
|
|
|
1097
|
Capital Bank & Trust
Irvine,
California
|
$192K
|
-$157K
|
-2,025
|
-45%
|
|
|
1098
|
American Portfolios Advisors
Holbrook,
New York
|
$190K
|
+$7.75K
|
+100
|
+4%
|
|
|
1099
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$190K
|
–
|
–
|
–
|
|
|
1100
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$186K
|
-$6.11M
|
-78,825
|
-97%
|
|
