|
126
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$267K
|
–
|
–
|
–
|
|
|
127
|
Aspire Private Capital
Cornelius,
North Carolina
|
$263K
|
+$290K
|
+3,825
|
New
|
|
|
128
|
Optimum Investment Advisors
Chicago,
Illinois
|
$252K
|
+$122K
|
+1,615
|
+79%
|
|
|
129
|
Leavell Investment Management
Mobile,
Alabama
|
$251K
|
–
|
–
|
–
|
|
|
130
|
William Blair & Company
Chicago,
Illinois
|
$245K
|
+$93.9K
|
+1,240
|
+60%
|
|
|
131
|
SPC Financial Inc
Rockville,
Maryland
|
$245K
|
+$270K
|
+3,560
|
New
|
|
|
132
|
Hobart Private Capital
Charlotte,
North Carolina
|
$231K
|
+$254K
|
+3,358
|
New
|
|
|
133
|
Claybrook Capital
Wellesley,
Massachusetts
|
$231K
|
+$254K
|
+3,350
|
New
|
|
|
134
|
Well Done LLC
Holland,
Michigan
|
$231K
|
+$254K
|
+3,350
|
New
|
|
|
135
|
TFG Advisers
Auburn Hills,
Michigan
|
$231K
|
+$255K
|
+3,368
|
New
|
|
|
136
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$230K
|
+$253K
|
+3,346
|
New
|
|
|
137
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$218K
|
-$47.3K
|
-625
|
-16%
|
|
|
138
|
CIBC World Market
Toronto,
Ontario, Canada
|
$214K
|
+$23K
|
+304
|
+11%
|
|
|
139
|
Creative Financial Designs
Kokomo,
Indiana
|
$204K
|
–
|
–
|
–
|
|
|
140
|
Belpointe Asset Management
Reno,
Nevada
|
$191K
|
-$88.3K
|
-1,166
|
-30%
|
|
|
141
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
142
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$117K
|
-$5.38K
|
-71
|
-4%
|
|
|
143
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$110K
|
+$121K
|
+1,597
|
New
|
|
|
144
|
US Bancorp
Minneapolis,
Minnesota
|
$106K
|
+$7.5K
|
+99
|
+7%
|
|
|
145
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$100K
|
-$30.3K
|
-400
|
-22%
|
|
|
146
|
Global Retirement Partners
San Rafael,
California
|
$97K
|
+$82.9K
|
+1,094
|
+347%
|
|
|
147
|
Valeo Financial Advisors
Carmel,
Indiana
|
$95K
|
–
|
–
|
–
|
|
|
148
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$94K
|
+$45.4K
|
+600
|
+77%
|
|
|
149
|
WealthBridge Capital Management
Westerville,
Ohio
|
$91K
|
+$99.8K
|
+1,317
|
New
|
|
|
150
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$88K
|
+$97.3K
|
+1,285
|
New
|
|
