|
101
|
Dimension Capital Management
Coral Gables,
Florida
|
$435K
|
–
|
–
|
–
|
|
|
102
|
Madden Advisory Services
Jacksonville,
Florida
|
$432K
|
-$16K
|
-374
|
-3%
|
|
|
103
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$417K
|
-$66.7K
|
-1,556
|
-13%
|
|
|
104
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$380K
|
–
|
–
|
–
|
|
|
105
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$372K
|
-$556K
|
-12,974
|
-59%
|
|
|
106
|
Parametric Portfolio Associates
Seattle,
Washington
|
$372K
|
+$73.9K
|
+1,723
|
+24%
|
|
|
107
|
Montecito Bank & Trust
Santa Barbara,
California
|
$371K
|
–
|
–
|
–
|
|
|
108
|
|
$361K
|
–
|
–
|
–
|
|
|
109
|
Parallel Advisors
San Francisco,
California
|
$360K
|
-$82.1K
|
-1,916
|
-18%
|
|
|
110
|
Mutual Advisors
Omaha,
Nebraska
|
$355K
|
-$3.21K
|
-75
|
-0.9%
|
|
|
111
|
Corient Capital Partners
Newport Beach,
California
|
$354K
|
-$37.8K
|
-882
|
-9%
|
|
|
112
|
Regions Financial Corp
Birmingham,
Alabama
|
$328K
|
-$762K
|
-17,777
|
-69%
|
|
|
113
|
Poehling Capital Management
Madison,
Wisconsin
|
$321K
|
-$4.29K
|
-100
|
-1%
|
|
|
114
|
RWA Wealth Partners
Newton,
Massachusetts
|
$305K
|
-$553K
|
-12,894
|
-64%
|
|
|
115
|
WESPAC Advisors SoCal
Pasadena,
California
|
$301K
|
+$310K
|
+7,225
|
New
|
|
|
116
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$288K
|
+$296K
|
+6,900
|
New
|
|
|
117
|
Mather Group
Chicago,
Illinois
|
$282K
|
-$335K
|
-7,809
|
-54%
|
|
|
118
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$282K
|
-$3.43K
|
-80
|
-1%
|
|
|
119
|
Levin Capital Strategies
New York
|
$276K
|
–
|
–
|
–
|
|
|
120
|
Avitas Wealth Management
Los Angeles,
California
|
$275K
|
+$300
|
+7
|
+0.1%
|
|
|
121
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$272K
|
-$2.19K
|
-51
|
-0.8%
|
|
|
122
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$271K
|
+$261K
|
+6,079
|
New
|
|
|
123
|
Circle Wealth Management
Summit,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
124
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$267K
|
-$198K
|
-4,609
|
-42%
|
|
|
125
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$266K
|
-$3.09K
|
-72
|
-1%
|
|
