|
126
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$250K
|
-$4.27K
|
-101
|
-2%
|
|
|
127
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$248K
|
-$47.6K
|
-1,126
|
-16%
|
|
|
128
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$243K
|
+$2.12K
|
+50
|
+0.9%
|
|
|
129
|
Vivaldi Capital Management
Chicago,
Illinois
|
$240K
|
-$1.9M
|
-44,872
|
-89%
|
|
|
130
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$239K
|
+$21.1K
|
+500
|
+10%
|
|
|
131
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$233K
|
+$16.9K
|
+400
|
+8%
|
|
|
132
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$225K
|
–
|
–
|
–
|
|
|
133
|
SEI Investments
Oaks,
Pennsylvania
|
$223K
|
+$227K
|
+5,364
|
New
|
|
|
134
|
Worth Asset Management
Dallas,
Texas
|
$221K
|
-$2.34M
|
-55,379
|
-91%
|
|
|
135
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$215K
|
–
|
–
|
–
|
|
|
136
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
137
|
Astoria Portfolio Advisors
New York
|
$211K
|
+$211K
|
+4,988
|
New
|
|
|
138
|
Fermata Advisors
Sonoma,
California
|
$207K
|
-$58.3K
|
-1,379
|
-22%
|
|
|
139
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$202K
|
+$206K
|
+4,867
|
New
|
|
|
140
|
Colonial Trust
Spartanburg,
South Carolina
|
$167K
|
–
|
–
|
–
|
|
|
141
|
FWL Investment Management
Dallas,
Texas
|
$162K
|
–
|
–
|
–
|
|
|
142
|
First Horizon Advisors
Memphis,
Tennessee
|
$105K
|
+$1.86K
|
+44
|
+2%
|
|
|
143
|
Bogart Wealth LLC
Mclean,
Virginia
|
$86K
|
–
|
–
|
–
|
|
|
144
|
Creative Financial Designs
Kokomo,
Indiana
|
$81.6K
|
-$677
|
-16
|
-0.8%
|
|
|
145
|
FAS Wealth Partners
Leawood,
Kansas
|
$76.8K
|
-$7.95K
|
-188
|
-9%
|
|
|
146
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$72.2K
|
+$72.4K
|
+1,712
|
New
|
|
|
147
|
Simplex Trading
Chicago,
Illinois
|
$58K
|
+$59.9K
|
+1,416
|
New
|
|
|
148
|
Private Trust Company
Cleveland,
Ohio
|
$44.3K
|
–
|
–
|
–
|
|
|
149
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$36.4K
|
+$1.01K
|
+24
|
+3%
|
|
|
150
|
William Blair & Company
Chicago,
Illinois
|
$35.7K
|
+$9.52K
|
+225
|
+35%
|
|
