|
801
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$151K
|
+$143K
|
+10,779
|
New
|
|
|
802
|
Acadian Asset Management
Boston,
Massachusetts
|
$151K
|
-$31.6K
|
-2,383
|
-18%
|
|
|
803
|
Rothschild Investment LLC
Chicago,
Illinois
|
$151K
|
+$143K
|
+10,798
|
New
|
|
|
804
|
AlphaCore Capital
La Jolla,
California
|
$151K
|
+$68.2K
|
+5,139
|
+92%
|
|
|
805
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$150K
|
–
|
–
|
–
|
|
|
806
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$150K
|
-$279
|
-21
|
-0.2%
|
|
|
807
|
Everett Harris & Co
Los Angeles,
California
|
$150K
|
+$142K
|
+10,697
|
New
|
|
|
808
|
Strategic Advocates
Logan,
Utah
|
$148K
|
+$140K
|
+10,582
|
New
|
|
|
809
|
Rather & Kittrell
Knoxville,
Tennessee
|
$148K
|
–
|
–
|
–
|
|
|
810
|
Wealth Effects
Boston,
Massachusetts
|
$147K
|
+$2.65K
|
+200
|
+2%
|
|
|
811
|
Amarillo National Bank
Amarillo,
Texas
|
$147K
|
+$139K
|
+10,500
|
New
|
|
|
812
|
Derbend Asset Management
Peachtree City,
Georgia
|
$146K
|
+$138K
|
+10,434
|
New
|
|
|
813
|
Colorado Capital Management
Boulder,
Colorado
|
$145K
|
–
|
–
|
–
|
|
|
814
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
815
|
WPWealth
Fort Worth,
Texas
|
$144K
|
+$1.33K
|
+100
|
+1%
|
|
|
816
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$144K
|
+$292
|
+22
|
+0.2%
|
|
|
817
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$143K
|
+$140K
|
+10,568
|
New
|
|
|
818
|
Voya Financial Advisors
Windsor,
Connecticut
|
$143K
|
+$584
|
+44
|
+0.4%
|
|
|
819
|
Highlander Capital Management
Short Hills,
New Jersey
|
$143K
|
+$6.63K
|
+500
|
+5%
|
|
|
820
|
United Asset Strategies
Garden City,
New York
|
$143K
|
+$398
|
+30
|
+0.3%
|
|
|
821
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$142K
|
–
|
–
|
–
|
|
|
822
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$142K
|
–
|
–
|
–
|
|
|
823
|
Curi Wealth Management
Raleigh,
North Carolina
|
$140K
|
+$133K
|
+10,000
|
New
|
|
|
824
|
Barrett & Company
Providence,
Rhode Island
|
$133K
|
-$1.16M
|
-87,498
|
-90%
|
|
|
825
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$132K
|
–
|
–
|
–
|
|
