|
126
|
Waverly Advisors
Birmingham,
Alabama
|
$307K
|
–
|
–
|
–
|
|
|
127
|
Steward Partners Investment Advisory
New York
|
$302K
|
+$32.7K
|
+326
|
+12%
|
|
|
128
|
Jackson Wealth Management
Lake Mary,
Florida
|
$290K
|
+$288K
|
+2,872
|
New
|
|
|
129
|
Davidson Trust Company
Seattle,
Washington
|
$281K
|
+$281K
|
+2,798
|
New
|
|
|
130
|
SEI Investments
Oaks,
Pennsylvania
|
$280K
|
+$280K
|
+2,784
|
New
|
|
|
131
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$277K
|
+$276K
|
+2,753
|
New
|
|
|
132
|
Perigon Wealth Management
San Francisco,
California
|
$273K
|
-$1.88M
|
-18,753
|
-87%
|
|
|
133
|
Creative Financial Designs
Kokomo,
Indiana
|
$271K
|
-$4.02K
|
-40
|
-1%
|
|
|
134
|
Bank of New York Mellon
New York
|
$269K
|
-$176K
|
-1,753
|
-40%
|
|
|
135
|
RHS Financial
San Francisco,
California
|
$267K
|
+$266K
|
+2,652
|
New
|
|
|
136
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$256K
|
+$255K
|
+2,539
|
New
|
|
|
137
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$251K
|
-$6.64M
|
-66,086
|
-96%
|
|
|
138
|
Alpha Cubed Investments
Irvine,
California
|
$247K
|
-$957K
|
-9,527
|
-80%
|
|
|
139
|
55I LLC
Boston,
Massachusetts
|
$245K
|
+$245K
|
+2,440
|
New
|
|
|
140
|
BOK Financial
Tulsa,
Oklahoma
|
$233K
|
+$232K
|
+2,313
|
New
|
|
|
141
|
Capital Wealth Planning
Naples,
Florida
|
$219K
|
+$218K
|
+2,170
|
New
|
|
|
142
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
143
|
Integrated Advisors Network
Dallas,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
144
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$207K
|
+$206K
|
+2,050
|
New
|
|
|
145
|
M&T Bank
Buffalo,
New York
|
$202K
|
+$201K
|
+2,000
|
New
|
|
|
146
|
|
$202K
|
+$201K
|
+2,000
|
New
|
|
|
147
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$181K
|
-$383K
|
-3,812
|
-68%
|
|
|
148
|
Optimum Investment Advisors
Chicago,
Illinois
|
$181K
|
+$181K
|
+1,800
|
New
|
|
|
149
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$169K
|
-$630K
|
-6,271
|
-79%
|
|
|
150
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$143K
|
–
|
–
|
–
|
|
