|
201
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$308K
|
–
|
–
|
–
|
|
|
202
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$302K
|
-$258K
|
-9,336
|
-46%
|
|
|
203
|
SVB Wealth
Boston,
Massachusetts
|
$289K
|
+$1.32K
|
+48
|
+0.5%
|
|
|
204
|
|
$288K
|
+$287K
|
+10,404
|
New
|
|
|
205
|
|
$285K
|
–
|
–
|
–
|
|
|
206
|
Wolverine Trading
Chicago,
Illinois
|
$284K
|
+$283K
|
+10,258
|
New
|
|
|
207
|
Diligent Investors
Redlands,
California
|
$280K
|
+$110
|
+4
|
+0%
|
|
|
208
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$276K
|
-$552K
|
-20,000
|
-67%
|
|
|
209
|
AXS Investments
Port Chester,
New York
|
$276K
|
+$276K
|
+10,000
|
New
|
|
|
210
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$276K
|
–
|
–
|
–
|
|
|
211
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$276K
|
–
|
–
|
–
|
|
|
212
|
Virtus ETF Advisers
New York
|
$273K
|
-$78.1K
|
-2,828
|
-22%
|
|
|
213
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$273K
|
+$272K
|
+9,863
|
New
|
|
|
214
|
Northern Trust
Chicago,
Illinois
|
$269K
|
–
|
–
|
–
|
|
|
215
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$262K
|
-$1.1M
|
-39,687
|
-81%
|
|
|
216
|
|
$260K
|
+$37.8K
|
+1,368
|
+18%
|
|
|
217
|
|
$256K
|
+$256K
|
+9,261
|
New
|
|
|
218
|
MAI Capital Management
Independence,
Ohio
|
$250K
|
–
|
–
|
–
|
|
|
219
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$247K
|
–
|
–
|
–
|
|
|
220
|
Guggenheim Capital
Chicago,
Illinois
|
$246K
|
+$24.2K
|
+875
|
+11%
|
|
|
221
|
Core Wealth Partners
Santa Rosa,
California
|
$246K
|
–
|
–
|
–
|
|
|
222
|
Advisory Research
Chicago,
Illinois
|
$245K
|
-$958K
|
-34,689
|
-80%
|
|
|
223
|
Oakwell Private Wealth Management
Austin,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
224
|
Creekmur Asset Management
Morton,
Illinois
|
$240K
|
+$239K
|
+8,668
|
New
|
|
|
225
|
Mutual Advisors
Omaha,
Nebraska
|
$239K
|
+$239K
|
+8,646
|
New
|
|
