|
101
|
Franklin Resources
San Mateo,
California
|
$344K
|
+$29.4K
|
+384
|
+10%
|
|
|
102
|
Disciplined Investments
Tulsa,
Oklahoma
|
$339K
|
–
|
–
|
–
|
|
|
103
|
Avion Wealth
The Woodlands,
Texas
|
$337K
|
-$64.9K
|
-847
|
-16%
|
|
|
104
|
Park Avenue Securities
New York
|
$332K
|
-$556K
|
-7,260
|
-63%
|
|
|
105
|
Private Ocean
San Rafael,
California
|
$328K
|
-$22.5K
|
-294
|
-7%
|
|
|
106
|
Fiduciary Trust
Boston,
Massachusetts
|
$321K
|
+$315K
|
+4,111
|
New
|
|
|
107
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$306K
|
+$31.4K
|
+410
|
+12%
|
|
|
108
|
SVB Wealth
Boston,
Massachusetts
|
$302K
|
+$296K
|
+3,872
|
New
|
|
|
109
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$294K
|
-$65.6K
|
-857
|
-19%
|
|
|
110
|
Front Row Advisors
Tiburon,
California
|
$293K
|
-$39.1K
|
-511
|
-12%
|
|
|
111
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$286K
|
-$305K
|
-3,987
|
-52%
|
|
|
112
|
SouthState Corp
Winter Haven,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
113
|
AE Wealth Management
Topeka,
Kansas
|
$275K
|
-$217K
|
-2,837
|
-45%
|
|
|
114
|
Raymond James Trust
St. Petersburg,
Florida
|
$268K
|
+$28.6K
|
+374
|
+12%
|
|
|
115
|
Capital Planning Advisors
Roseville,
California
|
$263K
|
–
|
–
|
–
|
|
|
116
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$257K
|
–
|
–
|
–
|
|
|
117
|
Alesco Advisors
Pittsford,
New York
|
$246K
|
-$3.16M
|
-41,306
|
-93%
|
|
|
118
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$246K
|
-$258K
|
-3,367
|
-52%
|
|
|
119
|
Level Four Advisory Services
Dallas,
Texas
|
$244K
|
+$241K
|
+3,146
|
New
|
|
|
120
|
Vivaldi Capital Management
Chicago,
Illinois
|
$231K
|
+$216K
|
+2,821
|
New
|
|
|
121
|
BOK Financial
Tulsa,
Oklahoma
|
$230K
|
-$30.6K
|
-399
|
-12%
|
|
|
122
|
Pin Oak Investment Advisors
Houston,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
123
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$228K
|
–
|
–
|
–
|
|
|
124
|
First Allied Advisory Services
San Diego,
California
|
$226K
|
–
|
–
|
–
|
|
|
125
|
Citadel Advisors
Miami,
Florida
|
$219K
|
+$215K
|
+2,808
|
New
|
|
