|
176
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$323K
|
+$322K
|
+6,386
|
New
|
|
|
177
|
|
$320K
|
-$132K
|
-2,618
|
-29%
|
|
|
178
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$315K
|
-$2.52K
|
-50
|
-0.8%
|
|
|
179
|
Cantor Fitzgerald Investment Advisors
New York
|
$303K
|
–
|
–
|
–
|
|
|
180
|
Whittier Trust
South Pasadena,
California
|
$303K
|
–
|
–
|
–
|
|
|
181
|
Franklin Resources
San Mateo,
California
|
$300K
|
+$299K
|
+5,930
|
New
|
|
|
182
|
Baker Avenue Asset Management
San Francisco,
California
|
$291K
|
-$8.97K
|
-178
|
-3%
|
|
|
183
|
CIBC World Market
Toronto,
Ontario, Canada
|
$286K
|
-$579K
|
-11,494
|
-67%
|
|
|
184
|
First Allied Advisory Services
San Diego,
California
|
$284K
|
+$283K
|
+5,625
|
New
|
|
|
185
|
IHT Wealth Management
Chicago,
Illinois
|
$280K
|
-$25K
|
-496
|
-8%
|
|
|
186
|
Telemus Capital
Southfield,
Michigan
|
$277K
|
–
|
–
|
–
|
|
|
187
|
Foresight Wealth Management
Draper,
Utah
|
$273K
|
+$45K
|
+894
|
+20%
|
|
|
188
|
Belpointe Asset Management
Reno,
Nevada
|
$268K
|
+$267K
|
+5,300
|
New
|
|
|
189
|
Appleton Partners
Boston,
Massachusetts
|
$268K
|
+$267K
|
+5,310
|
New
|
|
|
190
|
WealthBridge Capital Management
Westerville,
Ohio
|
$263K
|
+$262K
|
+5,200
|
New
|
|
|
191
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$240K
|
-$10.1K
|
-200
|
-4%
|
|
|
192
|
Cetera Advisor Networks
El Segundo,
California
|
$239K
|
+$238K
|
+4,730
|
New
|
|
|
193
|
Karp Capital Management
Sausalito,
California
|
$237K
|
+$237K
|
+4,696
|
New
|
|
|
194
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$233K
|
+$212K
|
+4,214
|
+1,038%
|
|
|
195
|
Lucia Wealth Services
San Diego,
California
|
$222K
|
–
|
–
|
–
|
|
|
196
|
Equitable Holdings
New York
|
$219K
|
+$218K
|
+4,330
|
New
|
|
|
197
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$215K
|
-$1.18M
|
-23,428
|
-85%
|
|
|
198
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$215K
|
-$2.97K
|
-59
|
-1%
|
|
|
199
|
55I LLC
Boston,
Massachusetts
|
$214K
|
-$388K
|
-7,700
|
-65%
|
|
|
200
|
AE Wealth Management
Topeka,
Kansas
|
$211K
|
-$216K
|
-4,289
|
-51%
|
|
