|
251
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$260K
|
–
|
–
|
–
|
|
|
252
|
Perigon Wealth Management
San Francisco,
California
|
$255K
|
–
|
–
|
–
|
|
|
253
|
Keel Point
Huntsville,
Alabama
|
$254K
|
-$100K
|
-2,540
|
-29%
|
|
|
254
|
Triumph Capital Management
Denver,
Colorado
|
$247K
|
-$62.1K
|
-1,575
|
-20%
|
|
|
255
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$244K
|
–
|
–
|
–
|
|
|
256
|
Sachetta
Lynnfield,
Massachusetts
|
$243K
|
+$93.1K
|
+2,360
|
+64%
|
|
|
257
|
SageView Advisory Group
Newport Beach,
California
|
$240K
|
–
|
–
|
–
|
|
|
258
|
L.J. Altfest & Co
New York
|
$240K
|
-$18.8K
|
-476
|
-7%
|
|
|
259
|
Brookstone Capital Management
Wheaton,
Illinois
|
$237K
|
+$31.8K
|
+805
|
+16%
|
|
|
260
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$236K
|
+$1.06K
|
+27
|
+0.5%
|
|
|
261
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$228K
|
+$79
|
+2
|
+0%
|
|
|
262
|
Vise Technologies
New York
|
$227K
|
+$225K
|
+5,717
|
New
|
|
|
263
|
Arete Wealth Advisors
Chicago,
Illinois
|
$226K
|
+$224K
|
+5,690
|
New
|
|
|
264
|
Dock Street Asset Management
Palm Beach,
Florida
|
$222K
|
–
|
–
|
–
|
|
|
265
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$219K
|
+$592
|
+15
|
+0.3%
|
|
|
266
|
Deltec Asset Management
New York
|
$214K
|
–
|
–
|
–
|
|
|
267
|
Kestra Private Wealth Services
Austin,
Texas
|
$213K
|
+$212K
|
+5,367
|
New
|
|
|
268
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$206K
|
-$10.8K
|
-275
|
-5%
|
|
|
269
|
MCF Advisors
Covington,
Kentucky
|
$195K
|
-$7.06K
|
-179
|
-4%
|
|
|
270
|
Westside Investment Management
Santa Monica,
California
|
$191K
|
–
|
–
|
–
|
|
|
271
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$178K
|
–
|
–
|
–
|
|
|
272
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$178K
|
-$44K
|
-1,115
|
-20%
|
|
|
273
|
Mather Group
Chicago,
Illinois
|
$170K
|
-$150K
|
-3,808
|
-47%
|
|
|
274
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$160K
|
+$59.1K
|
+1,498
|
+59%
|
|
|
275
|
Allworth Financial
Folsom,
California
|
$160K
|
+$134K
|
+3,390
|
+556%
|
|
