|
226
|
Everett Harris & Co
Los Angeles,
California
|
$1.01M
|
+$1.01M
|
+20,000
|
New
|
|
|
227
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.01M
|
–
|
–
|
–
|
|
|
228
|
CWA Asset Management Group
Naples,
Florida
|
$997K
|
-$5.51K
|
-109
|
-0.6%
|
|
|
229
|
Rockefeller Capital Management
New York
|
$982K
|
+$175K
|
+3,455
|
+22%
|
|
|
230
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$976K
|
–
|
–
|
–
|
|
|
231
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$954K
|
+$204K
|
+4,030
|
+27%
|
|
|
232
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$931K
|
+$928K
|
+18,358
|
New
|
|
|
233
|
Bristlecone Advisors
Bellevue,
Washington
|
$930K
|
–
|
–
|
–
|
|
|
234
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$899K
|
-$10.8K
|
-214
|
-1%
|
|
|
235
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$897K
|
-$612K
|
-12,110
|
-65%
|
|
|
236
|
J. Safra Asset Management
New York
|
$895K
|
+$892K
|
+17,648
|
New
|
|
|
237
|
Whittier Trust
South Pasadena,
California
|
$888K
|
-$250K
|
-4,950
|
-22%
|
|
|
238
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$871K
|
-$321K
|
-6,348
|
-27%
|
|
|
239
|
Wealthfront Advisers
Palo Alto,
California
|
$861K
|
+$16.7K
|
+331
|
+2%
|
|
|
240
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$858K
|
-$94.8K
|
-1,875
|
-10%
|
|
|
241
|
Regal Investment Advisors
Kentwood,
Michigan
|
$812K
|
-$10.4K
|
-206
|
-1%
|
|
|
242
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$810K
|
+$113K
|
+2,244
|
+16%
|
|
|
243
|
Madison Park Capital Advisors
Seattle,
Washington
|
$810K
|
+$292K
|
+5,778
|
+57%
|
|
|
244
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$808K
|
-$16.8K
|
-332
|
-2%
|
|
|
245
|
Park Place Capital
Homewood,
Alabama
|
$807K
|
+$808K
|
+15,983
|
New
|
|
|
246
|
Round Rock Advisors
Wilton,
Connecticut
|
$801K
|
+$37.6K
|
+743
|
+5%
|
|
|
247
|
WESCAP Management Group
Glendale,
California
|
$795K
|
-$20.1K
|
-397
|
-2%
|
|
|
248
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$787K
|
-$189K
|
-3,743
|
-19%
|
|
|
249
|
Elevate Wealth Advisory
Athens,
Georgia
|
$782K
|
+$121K
|
+2,401
|
+18%
|
|
|
250
|
KM Capital Management
Austin,
Texas
|
$760K
|
-$128K
|
-2,533
|
-14%
|
|
