|
101
|
Disciplined Investments
Tulsa,
Oklahoma
|
$339K
|
–
|
–
|
–
|
|
|
102
|
Avion Wealth
The Woodlands,
Texas
|
$337K
|
+$80
|
+1
|
+0%
|
|
|
103
|
Private Ocean
San Rafael,
California
|
$329K
|
–
|
–
|
–
|
|
|
104
|
Front Row Advisors
Tiburon,
California
|
$318K
|
-$5.97K
|
-75
|
-2%
|
|
|
105
|
SVB Wealth
Boston,
Massachusetts
|
$302K
|
–
|
–
|
–
|
|
|
106
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$295K
|
-$11K
|
-138
|
-4%
|
|
|
107
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$283K
|
-$10.9K
|
-137
|
-4%
|
|
|
108
|
SouthState Corp
Winter Haven,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
109
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$257K
|
–
|
–
|
–
|
|
|
110
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$250K
|
-$294K
|
-3,693
|
-54%
|
|
|
111
|
Raymond James Trust
St. Petersburg,
Florida
|
$242K
|
-$26.2K
|
-330
|
-10%
|
|
|
112
|
First Allied Advisory Services
San Diego,
California
|
$226K
|
–
|
–
|
–
|
|
|
113
|
BOK Financial
Tulsa,
Oklahoma
|
$223K
|
-$7.4K
|
-93
|
-3%
|
|
|
114
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$218K
|
-$69.1K
|
-869
|
-24%
|
|
|
115
|
Managed Account Services
Coconut Grove,
Florida
|
$212K
|
–
|
–
|
–
|
|
|
116
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
117
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$185K
|
+$188K
|
+2,368
|
New
|
|
|
118
|
|
$174K
|
–
|
–
|
–
|
|
|
119
|
IndexIQ Advisors
New York
|
$149K
|
-$3.42K
|
-43
|
-2%
|
|
|
120
|
Global Retirement Partners
San Rafael,
California
|
$144K
|
-$6.13K
|
-77
|
-4%
|
|
|
121
|
William Blair & Company
Chicago,
Illinois
|
$143K
|
-$35.9K
|
-451
|
-20%
|
|
|
122
|
Fidelity Investments
Boston,
Massachusetts
|
$121K
|
+$64.7K
|
+814
|
+111%
|
|
|
123
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$117K
|
+$109K
|
+1,376
|
+1,137%
|
|
|
124
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$114K
|
-$68.6K
|
-863
|
-37%
|
|
|
125
|
IFP Advisors
Tampa,
Florida
|
$110K
|
+$23K
|
+289
|
+25%
|
|
