|
101
|
Monterey Private Wealth
Monterey,
California
|
$267K
|
+$272K
|
+7,467
|
New
|
|
|
102
|
ETF Portfolio Partners
Leawood,
Kansas
|
$254K
|
-$3.72K
|
-102
|
-1%
|
|
|
103
|
Sand Hill Global Advisors
Palo Alto,
California
|
$246K
|
–
|
–
|
–
|
|
|
104
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$239K
|
+$247K
|
+6,759
|
New
|
|
|
105
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$230K
|
–
|
–
|
–
|
|
|
106
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$228K
|
+$10.9K
|
+300
|
+5%
|
|
|
107
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
108
|
Fortis Capital Management
Bellevue,
Washington
|
$224K
|
+$230K
|
+6,315
|
New
|
|
|
109
|
Pacific Center for Financial Services
San Ramon,
California
|
$219K
|
+$219
|
+6
|
+0.1%
|
|
|
110
|
Fiduciary Planning
Englewood,
Florida
|
$217K
|
+$547
|
+15
|
+0.2%
|
|
|
111
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$213K
|
-$33.4K
|
-915
|
-13%
|
|
|
112
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$213K
|
+$547
|
+15
|
+0.2%
|
|
|
113
|
Brown Advisory
Baltimore,
Maryland
|
$208K
|
–
|
–
|
–
|
|
|
114
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$205K
|
–
|
–
|
–
|
|
|
115
|
Tortoise Investment Management
White Plains,
New York
|
$201K
|
–
|
–
|
–
|
|
|
116
|
AssetMark Inc
Concord,
California
|
$178K
|
+$2.41K
|
+66
|
+1%
|
|
|
117
|
4Thought Financial Group
Syosset,
New York
|
$154K
|
-$7.22K
|
-198
|
-4%
|
|
|
118
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$133K
|
–
|
–
|
–
|
|
|
119
|
Selective Wealth Management
Forest,
Virginia
|
$116K
|
–
|
–
|
–
|
|
|
120
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
121
|
Fidelity Investments
Boston,
Massachusetts
|
$110K
|
-$6.24K
|
-171
|
-5%
|
|
|
122
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$108K
|
+$985
|
+27
|
+0.9%
|
|
|
123
|
|
$90K
|
–
|
–
|
–
|
|
|
124
|
Washington Trust
Westerly,
Rhode Island
|
$90K
|
–
|
–
|
–
|
|
|
125
|
Geneos Wealth Management
Englewood,
Colorado
|
$89K
|
–
|
–
|
–
|
|
