|
101
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$494K
|
-$164K
|
-2,680
|
-25%
|
|
|
102
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$484K
|
–
|
–
|
–
|
|
|
103
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$466K
|
+$460K
|
+7,501
|
New
|
|
|
104
|
Curtis Advisory Group
Santa Barbara,
California
|
$465K
|
+$458K
|
+7,479
|
New
|
|
|
105
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$460K
|
+$39.8K
|
+650
|
+10%
|
|
|
106
|
|
$460K
|
+$128K
|
+2,088
|
+39%
|
|
|
107
|
Perennial Investment Advisors
Los Angeles,
California
|
$450K
|
-$55.2K
|
-900
|
-11%
|
|
|
108
|
Shufro Rose & Co
New York
|
$449K
|
–
|
–
|
–
|
|
|
109
|
Reilly Financial Advisors
La Mesa,
California
|
$447K
|
+$123
|
+2
|
+0%
|
|
|
110
|
IPG Investment Advisors
San Diego,
California
|
$426K
|
–
|
–
|
–
|
|
|
111
|
Brighton Jones LLC
Seattle,
Washington
|
$426K
|
–
|
–
|
–
|
|
|
112
|
Titus Wealth Management
Larskpur,
California
|
$410K
|
+$981
|
+16
|
+0.2%
|
|
|
113
|
Affinity Capital Advisors
Berkeley,
California
|
$409K
|
+$12.7K
|
+207
|
+3%
|
|
|
114
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$372K
|
+$40.7K
|
+664
|
+12%
|
|
|
115
|
Caprin Asset Management
Henrico,
Virginia
|
$366K
|
–
|
–
|
–
|
|
|
116
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$362K
|
+$10.7K
|
+175
|
+3%
|
|
|
117
|
Destination Wealth Management
Walnut Creek,
California
|
$361K
|
+$59.9K
|
+978
|
+20%
|
|
|
118
|
Bank of New York Mellon
New York
|
$345K
|
-$5.65M
|
-92,163
|
-94%
|
|
|
119
|
NWAM LLC
Mercer Island,
Washington
|
$332K
|
+$328K
|
+5,344
|
New
|
|
|
120
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$328K
|
–
|
–
|
–
|
|
|
121
|
One Wealth Advisors
San Francisco,
California
|
$309K
|
+$16.2K
|
+265
|
+6%
|
|
|
122
|
HBW Advisory Services
Simi Valley,
California
|
$293K
|
+$289K
|
+4,710
|
New
|
|
|
123
|
Mattern Capital Management
Lakewood,
Colorado
|
$291K
|
+$287K
|
+4,688
|
New
|
|
|
124
|
Sonata Capital Group
Seattle,
Washington
|
$288K
|
–
|
–
|
–
|
|
|
125
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
