|
126
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$409K
|
-$5.1K
|
-50
|
-1%
|
|
|
127
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$391K
|
-$36.5K
|
-358
|
-9%
|
|
|
128
|
Raymond James Trust
St. Petersburg,
Florida
|
$391K
|
+$57.4K
|
+563
|
+18%
|
|
|
129
|
Beacon Financial Group
Dallas,
Texas
|
$390K
|
+$9.99K
|
+98
|
+3%
|
|
|
130
|
SouthState Corp
Winter Haven,
Florida
|
$388K
|
–
|
–
|
–
|
|
|
131
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$382K
|
-$64.2K
|
-630
|
-15%
|
|
|
132
|
Montecito Bank & Trust
Santa Barbara,
California
|
$380K
|
-$93.6K
|
-918
|
-20%
|
|
|
133
|
One Capital Management
Westlake Village,
California
|
$375K
|
+$4.69K
|
+46
|
+1%
|
|
|
134
|
Hobart Private Capital
Charlotte,
North Carolina
|
$370K
|
+$87.5K
|
+859
|
+32%
|
|
|
135
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$362K
|
+$353K
|
+3,464
|
New
|
|
|
136
|
Foresight Wealth Management
Draper,
Utah
|
$361K
|
-$70.6K
|
-693
|
-17%
|
|
|
137
|
Capital Planning Advisors
Roseville,
California
|
$354K
|
–
|
–
|
–
|
|
|
138
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$345K
|
-$15.8K
|
-155
|
-4%
|
|
|
139
|
Venturi Wealth Management
Austin,
Texas
|
$342K
|
+$99.6K
|
+977
|
+43%
|
|
|
140
|
BOK Financial
Tulsa,
Oklahoma
|
$341K
|
+$1.53K
|
+15
|
+0.5%
|
|
|
141
|
First Allied Advisory Services
San Diego,
California
|
$337K
|
-$11.6K
|
-114
|
-3%
|
|
|
142
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$334K
|
+$326K
|
+3,200
|
New
|
|
|
143
|
Evermay Wealth Management
Arlington,
Virginia
|
$328K
|
+$320K
|
+3,141
|
New
|
|
|
144
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$326K
|
+$60.6K
|
+595
|
+24%
|
|
|
145
|
Creative Financial Designs
Kokomo,
Indiana
|
$321K
|
+$6.42K
|
+63
|
+2%
|
|
|
146
|
Truepoint Inc
Cincinnati,
Ohio
|
$315K
|
–
|
–
|
–
|
|
|
147
|
SVB Wealth
Boston,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
148
|
Asset Management One
Tokyo,
Japan
|
$307K
|
-$83.6K
|
-820
|
-22%
|
|
|
149
|
Goldstein Munger & Associates
San Ramon,
California
|
$307K
|
–
|
–
|
–
|
|
|
150
|
EP Wealth Advisors
Torrance,
California
|
$307K
|
+$40.6K
|
+398
|
+16%
|
|
