|
126
|
James J. Burns & Company
Melville,
New York
|
$308K
|
–
|
–
|
–
|
|
|
127
|
Adell Harriman & Carpenter
Houston,
Texas
|
$305K
|
-$219K
|
-4,090
|
-42%
|
|
|
128
|
Segment Wealth Management
Houston,
Texas
|
$305K
|
+$301K
|
+5,628
|
New
|
|
|
129
|
Corient Private Wealth
Miami,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
130
|
PMV Capital Advisers
Dallas,
Texas
|
$287K
|
+$284K
|
+5,302
|
New
|
|
|
131
|
CRA Financial Services
Northfield,
New Jersey
|
$286K
|
-$24.6K
|
-460
|
-8%
|
|
|
132
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$284K
|
+$96.4K
|
+1,800
|
+52%
|
|
|
133
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
134
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$277K
|
+$274K
|
+5,120
|
New
|
|
|
135
|
CreativeOne Wealth
Overland Park,
Kansas
|
$277K
|
+$321
|
+6
|
+0.1%
|
|
|
136
|
Wall Street Financial Group
Carlinville,
Illinois
|
$276K
|
-$44K
|
-822
|
-14%
|
|
|
137
|
Klingman & Associates
New York
|
$272K
|
–
|
–
|
–
|
|
|
138
|
Sequoia Financial Advisors
Akron,
Ohio
|
$270K
|
+$214
|
+4
|
+0.1%
|
|
|
139
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$268K
|
+$265K
|
+4,950
|
New
|
|
|
140
|
L.J. Altfest & Co
New York
|
$266K
|
-$18.2K
|
-340
|
-6%
|
|
|
141
|
Apriem Advisors
Irvine,
California
|
$264K
|
–
|
–
|
–
|
|
|
142
|
Savant Capital
Rockford,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
143
|
Second Half Financial Partners
Sebring,
Florida
|
$261K
|
+$1.07K
|
+20
|
+0.4%
|
|
|
144
|
Wells Fargo
San Francisco,
California
|
$260K
|
–
|
–
|
–
|
|
|
145
|
|
$253K
|
-$18K
|
-336
|
-7%
|
|
|
146
|
Hilltop Partners
Mishawaka,
Indiana
|
$253K
|
–
|
–
|
–
|
|
|
147
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
148
|
Anchor Investment Management
Columbia,
South Carolina
|
$250K
|
–
|
–
|
–
|
|
|
149
|
Coppell Advisory Solutions
Coppell,
Texas
|
$240K
|
-$11.6K
|
-216
|
-5%
|
|
|
150
|
Bank of America
Charlotte,
North Carolina
|
$238K
|
-$153K
|
-2,860
|
-39%
|
|
