|
201
|
J.W. Cole Advisors
Tampa,
Florida
|
$710K
|
-$795K
|
-4,868
|
-54%
|
|
|
202
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$701K
|
–
|
–
|
–
|
|
|
203
|
55I LLC
Boston,
Massachusetts
|
$699K
|
+$390K
|
+2,386
|
+141%
|
|
|
204
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$691K
|
+$2.12K
|
+13
|
+0.3%
|
|
|
205
|
Parametric Portfolio Associates
Seattle,
Washington
|
$685K
|
-$3.27K
|
-20
|
-0.5%
|
|
|
206
|
Bellecapital
Zurich,
Switzerland
|
$683K
|
–
|
–
|
–
|
|
|
207
|
|
$656K
|
+$60.9K
|
+373
|
+11%
|
|
|
208
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$651K
|
+$619K
|
+3,791
|
New
|
|
|
209
|
VERITY Wealth Advisors
Sausalito,
United States
|
$650K
|
–
|
–
|
–
|
|
|
210
|
Checchi Capital Advisers
Beverly Hills,
California
|
$635K
|
+$114K
|
+700
|
+23%
|
|
|
211
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$634K
|
+$598K
|
+3,663
|
New
|
|
|
212
|
Montag & Associates
Atlanta,
Georgia
|
$633K
|
–
|
–
|
–
|
|
|
213
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$627K
|
-$1.31K
|
-8
|
-0.2%
|
|
|
214
|
Summit Financial Group
Moorefield,
West Virginia
|
$626K
|
–
|
–
|
–
|
|
|
215
|
Investors Research Corp
Atlanta,
Georgia
|
$626K
|
+$332K
|
+2,031
|
+126%
|
|
|
216
|
AssetMark Inc
Concord,
California
|
$625K
|
-$574K
|
-3,517
|
-49%
|
|
|
217
|
Concentric Wealth Management
Lafayette,
California
|
$618K
|
–
|
–
|
–
|
|
|
218
|
Parsons Capital Management
Providence,
Rhode Island
|
$606K
|
-$32.7K
|
-200
|
-5%
|
|
|
219
|
Iconiq Capital
San Francisco,
California
|
$599K
|
+$1.31K
|
+8
|
+0.2%
|
|
|
220
|
Private Ocean
San Rafael,
California
|
$598K
|
+$163
|
+1
|
+0%
|
|
|
221
|
NWAM LLC
Mercer Island,
Washington
|
$598K
|
+$569K
|
+3,483
|
New
|
|
|
222
|
SNS Financial Group
Minneapolis,
Minnesota
|
$590K
|
+$147K
|
+898
|
+35%
|
|
|
223
|
Truepoint Inc
Cincinnati,
Ohio
|
$582K
|
+$554K
|
+3,392
|
New
|
|
|
224
|
Plancorp LLC
Saint Louis,
Missouri
|
$579K
|
–
|
–
|
–
|
|
|
225
|
Linscomb Wealth
Houston,
Texas
|
$575K
|
+$53.7K
|
+329
|
+11%
|
|
