|
126
|
David Wealth Management
Fairfax,
Virginia
|
$264K
|
–
|
–
|
–
|
|
|
127
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$262K
|
–
|
–
|
–
|
|
|
128
|
World Investment Advisors
Santa Barbara,
California
|
$262K
|
+$11.6K
|
+100
|
+5%
|
|
|
129
|
First Horizon Advisors
Memphis,
Tennessee
|
$258K
|
–
|
–
|
–
|
|
|
130
|
Kieckhefer Group
Mequon,
Wisconsin
|
$255K
|
–
|
–
|
–
|
|
|
131
|
Aspen Grove Capital
Avon,
Colorado
|
$250K
|
-$173K
|
-1,500
|
-43%
|
|
|
132
|
NWAM LLC
Mercer Island,
Washington
|
$246K
|
-$46.1K
|
-399
|
-17%
|
|
|
133
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$242K
|
–
|
–
|
–
|
|
|
134
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$238K
|
-$31.6K
|
-273
|
-13%
|
|
|
135
|
Tilson Financial Group
New Providence,
New Jersey
|
$238K
|
+$347
|
+3
|
+0.2%
|
|
|
136
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
137
|
Joel Isaacson & Co
New York
|
$232K
|
+$210K
|
+1,817
|
New
|
|
|
138
|
Portland Global Advisors
Portland,
Maine
|
$226K
|
-$243K
|
-2,105
|
-54%
|
|
|
139
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$225K
|
-$11.9K
|
-103
|
-6%
|
|
|
140
|
Wilson & Boucher Capital Management
Moraga,
California
|
$221K
|
+$201K
|
+1,735
|
New
|
|
|
141
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$212K
|
+$192K
|
+1,659
|
New
|
|
|
142
|
|
$207K
|
+$187K
|
+1,620
|
New
|
|
|
143
|
Forum Financial Management
Lombard,
Illinois
|
$205K
|
+$186K
|
+1,605
|
New
|
|
|
144
|
Annandale Capital
Dallas,
Texas
|
$204K
|
+$185K
|
+1,600
|
New
|
|
|
145
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$196K
|
–
|
–
|
–
|
|
|
146
|
CoreCap Advisors
Southfield,
Michigan
|
$178K
|
-$27.3K
|
-236
|
-14%
|
|
|
147
|
Brown Brothers Harriman & Co
New York
|
$167K
|
–
|
–
|
–
|
|
|
148
|
Farther Finance Advisors
San Francisco,
California
|
$134K
|
–
|
–
|
–
|
|
|
149
|
Angeles Wealth Management
Santa Monica,
California
|
$121K
|
–
|
–
|
–
|
|
|
150
|
IFP Advisors
Tampa,
Florida
|
$118K
|
-$7.28K
|
-63
|
-6%
|
|
