|
126
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.23M
|
-$206K
|
-2,388
|
-7%
|
|
|
127
|
Joel Isaacson & Co
New York
|
$3.21M
|
+$2.39M
|
+27,750
|
+431%
|
|
|
128
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.18M
|
+$10.7K
|
+124
|
+0.4%
|
|
|
129
|
Promethium Advisors
Bethesda,
Maryland
|
$3.13M
|
+$243K
|
+2,825
|
+9%
|
|
|
130
|
EP Wealth Advisors
Torrance,
California
|
$3.12M
|
+$326K
|
+3,793
|
+13%
|
|
|
131
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$3.08M
|
+$13.9K
|
+161
|
+0.5%
|
|
|
132
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.04M
|
+$710K
|
+8,246
|
+34%
|
|
|
133
|
Childress Capital Advisors
Houston,
Texas
|
$3.01M
|
+$471K
|
+5,474
|
+21%
|
|
|
134
|
PTM Wealth Management
North Wales,
United States
|
$2.94M
|
-$153K
|
-1,778
|
-5%
|
|
|
135
|
Global Retirement Partners
San Rafael,
California
|
$2.91M
|
+$2.67M
|
+30,978
|
New
|
|
|
136
|
Bank of America
Charlotte,
North Carolina
|
$2.85M
|
–
|
–
|
–
|
|
|
137
|
Firestone Capital Management
Coral Gables,
Florida
|
$2.8M
|
+$62.3K
|
+724
|
+2%
|
|
|
138
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.79M
|
+$760K
|
+8,833
|
+42%
|
|
|
139
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.78M
|
-$74.5K
|
-866
|
-3%
|
|
|
140
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.77M
|
+$322K
|
+3,745
|
+15%
|
|
|
141
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.73M
|
-$178K
|
-2,069
|
-7%
|
|
|
142
|
Guild Investment Management
Los Angeles,
California
|
$2.72M
|
+$2.49M
|
+28,947
|
New
|
|
|
143
|
Camelot Portfolios
Maumee,
Ohio
|
$2.69M
|
+$39.9K
|
+463
|
+2%
|
|
|
144
|
LPL Financial
San Diego,
California
|
$2.67M
|
+$610K
|
+7,084
|
+33%
|
|
|
145
|
Farringdon Capital
London,
United Kingdom
|
$2.61M
|
-$1.9M
|
-22,075
|
-44%
|
|
|
146
|
SMART Wealth
Omaha,
Nebraska
|
$2.59M
|
-$795K
|
-9,236
|
-25%
|
|
|
147
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.57M
|
+$2.35M
|
+27,340
|
New
|
|
|
148
|
Financial Designs
Claremont,
California
|
$2.57M
|
+$76.2K
|
+885
|
+3%
|
|
|
149
|
Basso Capital Management
Stamford,
Connecticut
|
$2.49M
|
+$516K
|
+6,000
|
+29%
|
|
|
150
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.48M
|
+$188K
|
+2,182
|
+9%
|
|
