|
101
|
Bailard
Foster City,
California
|
$450K
|
–
|
–
|
–
|
|
|
102
|
|
$423K
|
-$333K
|
-8,831
|
-44%
|
|
|
103
|
Alterna Wealth Management
Houston,
Texas
|
$395K
|
-$24.4K
|
-649
|
-6%
|
|
|
104
|
Bluefin Capital Management
New York
|
$383K
|
+$377K
|
+10,000
|
New
|
|
|
105
|
|
$370K
|
–
|
–
|
–
|
|
|
106
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$364K
|
–
|
–
|
–
|
|
|
107
|
Focused Wealth Management
Newburgh,
New York
|
$363K
|
-$96.5K
|
-2,563
|
-21%
|
|
|
108
|
|
$362K
|
-$28.9K
|
-766
|
-7%
|
|
|
109
|
Advisor Group
Phoenix,
Arizona
|
$348K
|
-$134K
|
-3,552
|
-28%
|
|
|
110
|
Appleton Partners
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
111
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$317K
|
+$10.7K
|
+285
|
+4%
|
|
|
112
|
SVB Wealth
Boston,
Massachusetts
|
$311K
|
+$306K
|
+8,125
|
New
|
|
|
113
|
Atria Investments
Charlotte,
North Carolina
|
$309K
|
+$56.9K
|
+1,511
|
+21%
|
|
|
114
|
Sargent Investment Group
Bethesda,
Maryland
|
$306K
|
–
|
–
|
–
|
|
|
115
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$304K
|
-$22K
|
-583
|
-7%
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$298K
|
+$121K
|
+3,215
|
+70%
|
|
|
117
|
Parallax Volatility Advisers
San Francisco,
California
|
$293K
|
+$245K
|
+6,513
|
+567%
|
|
|
118
|
Coatue Management
New York
|
$291K
|
-$66.6K
|
-1,769
|
-19%
|
|
|
119
|
GeoWealth Management
Chicago,
Illinois
|
$288K
|
+$284K
|
+7,532
|
New
|
|
|
120
|
|
$268K
|
+$264K
|
+6,996
|
New
|
|
|
121
|
MML Investors Services
Springfield,
Massachusetts
|
$267K
|
-$19.8K
|
-526
|
-7%
|
|
|
122
|
Brickley Wealth Management
San Mateo,
California
|
$260K
|
–
|
–
|
–
|
|
|
123
|
Roundview Capital
Princeton,
New Jersey
|
$253K
|
–
|
–
|
–
|
|
|
124
|
Hexavest
Montreal,
Quebec, Canada
|
$248K
|
-$94.5K
|
-2,508
|
-28%
|
|
|
125
|
IHT Wealth Management
Chicago,
Illinois
|
$247K
|
-$470K
|
-12,468
|
-66%
|
|
