|
251
|
Westshore Wealth
Newport Beach,
California
|
$215K
|
-$215K
|
-3,202
|
-50%
|
|
|
252
|
Atria Investments
Charlotte,
North Carolina
|
$214K
|
+$213K
|
+3,171
|
New
|
|
|
253
|
Charles Schwab
San Francisco,
California
|
$214K
|
+$213K
|
+3,166
|
New
|
|
|
254
|
Armis Advisers
Atlanta,
Georgia
|
$212K
|
+$67
|
+1
|
+0%
|
|
|
255
|
Kestra Private Wealth Services
Austin,
Texas
|
$211K
|
+$210K
|
+3,123
|
New
|
|
|
256
|
Klingman & Associates
New York
|
$211K
|
+$210K
|
+3,120
|
New
|
|
|
257
|
Note Advisors
Buffalo,
New York
|
$208K
|
-$38.5K
|
-573
|
-16%
|
|
|
258
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$208K
|
+$206K
|
+3,072
|
New
|
|
|
259
|
Gilpin Wealth Management
Denver,
Colorado
|
$208K
|
-$4.7K
|
-70
|
-2%
|
|
|
260
|
Cahill Financial Advisors
Edina,
Minnesota
|
$206K
|
+$205K
|
+3,046
|
New
|
|
|
261
|
Partners in Financial Planning
Salem,
Virginia
|
$206K
|
+$205K
|
+3,046
|
New
|
|
|
262
|
William Blair & Company
Chicago,
Illinois
|
$205K
|
-$1.06M
|
-15,760
|
-84%
|
|
|
263
|
IHT Wealth Management
Chicago,
Illinois
|
$204K
|
-$1.61M
|
-23,934
|
-89%
|
|
|
264
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$203K
|
+$202K
|
+3,003
|
New
|
|
|
265
|
Global Retirement Partners
San Rafael,
California
|
$194K
|
+$193K
|
+2,873
|
New
|
|
|
266
|
Geneos Wealth Management
Englewood,
Colorado
|
$191K
|
–
|
–
|
–
|
|
|
267
|
Private Wealth Management Group
Princeton,
New Jersey
|
$188K
|
–
|
–
|
–
|
|
|
268
|
Physician Wealth Advisors
Midvale,
Utah
|
$185K
|
-$7.73K
|
-115
|
-4%
|
|
|
269
|
IMG Wealth Management
Jacksonville,
Florida
|
$169K
|
–
|
–
|
–
|
|
|
270
|
Parallel Advisors
San Francisco,
California
|
$169K
|
+$23.7K
|
+353
|
+16%
|
|
|
271
|
Continuum Advisory
Eagle,
Idaho
|
$160K
|
+$159K
|
+2,369
|
New
|
|
|
272
|
NBC Securities
Birmingham,
Alabama
|
$149K
|
+$2.02K
|
+30
|
+1%
|
|
|
273
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$139K
|
–
|
–
|
–
|
|
|
274
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$136K
|
-$78.5K
|
-1,168
|
-37%
|
|
|
275
|
Franklin Resources
San Mateo,
California
|
$135K
|
-$33.6K
|
-500
|
-20%
|
|
