|
201
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$761K
|
-$12.9K
|
-85
|
-1%
|
|
|
202
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$757K
|
–
|
–
|
–
|
|
|
203
|
Triton Wealth Management
Sun City,
Arizona
|
$751K
|
+$779K
|
+5,129
|
New
|
|
|
204
|
Pure Financial Advisors
San Diego,
California
|
$750K
|
+$23.5K
|
+155
|
+3%
|
|
|
205
|
WealthShield Partners
Cary,
North Carolina
|
$742K
|
-$52.4K
|
-345
|
-6%
|
|
|
206
|
Checchi Capital Advisers
Beverly Hills,
California
|
$734K
|
+$33.1K
|
+218
|
+4%
|
|
|
207
|
IberiaBank
Lafayette,
Louisiana
|
$723K
|
-$30.5K
|
-201
|
-3%
|
|
|
208
|
Prudential Financial
Newark,
New Jersey
|
$716K
|
+$858K
|
+5,653
|
New
|
|
|
209
|
WrapManager Inc
Mill Valley,
California
|
$713K
|
-$460K
|
-3,027
|
-35%
|
|
|
210
|
Burleson & Co
Petaluma,
California
|
$710K
|
-$250K
|
-1,644
|
-26%
|
|
|
211
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$697K
|
–
|
–
|
–
|
|
|
212
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$689K
|
-$123K
|
-810
|
-13%
|
|
|
213
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$689K
|
-$60.7K
|
-400
|
-7%
|
|
|
214
|
Perigon Wealth Management
San Francisco,
California
|
$677K
|
+$150K
|
+985
|
+25%
|
|
|
215
|
Cetera Advisors
Denver,
Colorado
|
$676K
|
-$55.3K
|
-364
|
-6%
|
|
|
216
|
IEQ Capital
Foster City,
California
|
$669K
|
+$1.67K
|
+11
|
+0.2%
|
|
|
217
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$668K
|
-$22.9K
|
-151
|
-3%
|
|
|
218
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$661K
|
-$40.8K
|
-269
|
-5%
|
|
|
219
|
FDx Advisors
Chicago,
Illinois
|
$653K
|
-$77.4K
|
-510
|
-9%
|
|
|
220
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$653K
|
-$15.6K
|
-103
|
-2%
|
|
|
221
|
KeyBank National Association
Cleveland,
Ohio
|
$644K
|
-$116K
|
-764
|
-13%
|
|
|
222
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$634K
|
+$115K
|
+757
|
+18%
|
|
|
223
|
WealthSource Partners
San Luis Obispo,
California
|
$632K
|
+$32K
|
+211
|
+4%
|
|
|
224
|
Grimes & Company
Westborough,
Massachusetts
|
$631K
|
+$1.37K
|
+9
|
+0.2%
|
|
|
225
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$624K
|
–
|
–
|
–
|
|
