|
101
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$774K
|
+$201K
|
+2,214
|
+37%
|
|
|
102
|
Corient Private Wealth
Miami,
Florida
|
$767K
|
+$739K
|
+8,120
|
New
|
|
|
103
|
Barnett & Company
Chattanooga,
Tennessee
|
$750K
|
+$112K
|
+1,230
|
+18%
|
|
|
104
|
Pflug Koory
Omaha,
Nebraska
|
$685K
|
-$15K
|
-165
|
-2%
|
|
|
105
|
CVA Family Office
Denver,
Colorado
|
$669K
|
+$91
|
+1
|
+0%
|
|
|
106
|
Private Wealth Partners
Mill Valley,
California
|
$665K
|
–
|
–
|
–
|
|
|
107
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$649K
|
+$48.6K
|
+534
|
+8%
|
|
|
108
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$628K
|
–
|
–
|
–
|
|
|
109
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$599K
|
-$110K
|
-1,206
|
-16%
|
|
|
110
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$585K
|
–
|
–
|
–
|
|
|
111
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$575K
|
-$3.73K
|
-41
|
-0.7%
|
|
|
112
|
Global Retirement Partners
San Rafael,
California
|
$570K
|
+$549K
|
+6,039
|
New
|
|
|
113
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$565K
|
–
|
–
|
–
|
|
|
114
|
Equitable Holdings
New York
|
$546K
|
-$110K
|
-1,213
|
-17%
|
|
|
115
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$526K
|
+$9.01K
|
+99
|
+2%
|
|
|
116
|
Sterneck Capital Management
Kansas City,
Missouri
|
$514K
|
–
|
–
|
–
|
|
|
117
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$481K
|
+$464K
|
+5,096
|
New
|
|
|
118
|
Transcend Capital Advisors
Madison,
New Jersey
|
$477K
|
+$44.1K
|
+485
|
+11%
|
|
|
119
|
Fidelity Investments
Boston,
Massachusetts
|
$476K
|
+$142K
|
+1,561
|
+45%
|
|
|
120
|
Focus Partners Wealth
Boston,
Massachusetts
|
$470K
|
+$91
|
+1
|
+0%
|
|
|
121
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$464K
|
+$4K
|
+44
|
+0.9%
|
|
|
122
|
MAI Capital Management
Independence,
Ohio
|
$447K
|
+$1K
|
+11
|
+0.2%
|
|
|
123
|
Orographic Financial Advisors
Avon,
Colorado
|
$433K
|
-$4.73K
|
-52
|
-1%
|
|
|
124
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$423K
|
–
|
–
|
–
|
|
|
125
|
Prospera Financial Services
Dallas,
Texas
|
$420K
|
+$405K
|
+4,452
|
New
|
|
