|
176
|
Personal CFO Solutions
Chester,
New Jersey
|
$241K
|
-$25.1K
|
-665
|
-9%
|
|
|
177
|
Next Capital Management
New York
|
$239K
|
–
|
–
|
–
|
|
|
178
|
Advisornet Financial
Minnetonka,
Minnesota
|
$235K
|
+$17.2K
|
+457
|
+8%
|
|
|
179
|
KWMG LLC
Overland Park,
Kansas
|
$234K
|
-$556K
|
-14,740
|
-70%
|
|
|
180
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
181
|
Alpha Cubed Investments
Irvine,
California
|
$230K
|
+$1.09K
|
+29
|
+0.5%
|
|
|
182
|
|
$226K
|
+$226K
|
+6,000
|
New
|
|
|
183
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$223K
|
–
|
–
|
–
|
|
|
184
|
|
$217K
|
–
|
–
|
–
|
|
|
185
|
Leisure Capital Management
Costa Mesa,
California
|
$215K
|
–
|
–
|
–
|
|
|
186
|
Mercer Global Advisors
Denver,
Colorado
|
$214K
|
+$214K
|
+5,677
|
New
|
|
|
187
|
Belpointe Asset Management
Reno,
Nevada
|
$208K
|
-$1.26M
|
-33,316
|
-86%
|
|
|
188
|
AE Wealth Management
Topeka,
Kansas
|
$208K
|
+$208K
|
+5,503
|
New
|
|
|
189
|
Lockerman Financial Group
Newport Beach,
California
|
$203K
|
+$203K
|
+5,384
|
New
|
|
|
190
|
Global Retirement Partners
San Rafael,
California
|
$126K
|
-$4K
|
-106
|
-3%
|
|
|
191
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$82K
|
–
|
–
|
–
|
|
|
192
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$80K
|
-$106K
|
-2,799
|
-57%
|
|
|
193
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$75K
|
–
|
–
|
–
|
|
|
194
|
|
$65K
|
–
|
–
|
–
|
|
|
195
|
Huntington National Bank
Columbus,
Ohio
|
$63K
|
–
|
–
|
–
|
|
|
196
|
Caldwell Trust
Venice,
Florida
|
$52.6K
|
–
|
–
|
–
|
|
|
197
|
Fidelity Investments
Boston,
Massachusetts
|
$47K
|
-$75
|
-2
|
-0.2%
|
|
|
198
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$47K
|
–
|
–
|
–
|
|
|
199
|
|
$46K
|
–
|
–
|
–
|
|
|
200
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
