|
126
|
Perigon Wealth Management
San Francisco,
California
|
$221K
|
-$100K
|
-1,484
|
-32%
|
|
|
127
|
KCS Wealth Advisory
Los Angeles,
California
|
$214K
|
+$210K
|
+3,106
|
New
|
|
|
128
|
Summit Financial Group
Moorefield,
West Virginia
|
$212K
|
+$208K
|
+3,084
|
New
|
|
|
129
|
Venturi Wealth Management
Austin,
Texas
|
$211K
|
-$399K
|
-5,905
|
-66%
|
|
|
130
|
|
$206K
|
+$202K
|
+2,993
|
New
|
|
|
131
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$206K
|
+$202K
|
+3,000
|
New
|
|
|
132
|
Fidelity Investments
Boston,
Massachusetts
|
$201K
|
-$47.5K
|
-704
|
-19%
|
|
|
133
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$201K
|
+$33.8K
|
+500
|
+21%
|
|
|
134
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$183K
|
+$113K
|
+1,667
|
+168%
|
|
|
135
|
Advisors Preferred
Rockville,
Maryland
|
$163K
|
+$138K
|
+2,041
|
+638%
|
|
|
136
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$160K
|
+$64.9K
|
+961
|
+70%
|
|
|
137
|
Steward Partners Investment Advisory
New York
|
$147K
|
–
|
–
|
–
|
|
|
138
|
Erste Asset Management
Vienna,
Austria
|
$144K
|
–
|
–
|
–
|
|
|
139
|
Belpointe Asset Management
Reno,
Nevada
|
$142K
|
+$139K
|
+2,060
|
New
|
|
|
140
|
Whittier Trust
South Pasadena,
California
|
$138K
|
–
|
–
|
–
|
|
|
141
|
TrueWealth LLC
Atlanta,
Georgia
|
$137K
|
+$73.9K
|
+1,095
|
+122%
|
|
|
142
|
Bessemer Group
Woodbridge,
New Jersey
|
$132K
|
-$138K
|
-2,040
|
-52%
|
|
|
143
|
American Portfolios Advisors
Holbrook,
New York
|
$123K
|
+$80.9K
|
+1,198
|
+204%
|
|
|
144
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$121K
|
–
|
–
|
–
|
|
|
145
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$119K
|
–
|
–
|
–
|
|
|
146
|
William Blair & Company
Chicago,
Illinois
|
$109K
|
-$12.2K
|
-181
|
-10%
|
|
|
147
|
Cetera Advisor Networks
El Segundo,
California
|
$106K
|
+$104K
|
+1,540
|
New
|
|
|
148
|
Parallel Advisors
San Francisco,
California
|
$104K
|
+$202
|
+3
|
+0.2%
|
|
|
149
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$101K
|
-$13K
|
-192
|
-12%
|
|
|
150
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$100K
|
-$18.5K
|
-274
|
-16%
|
|
