|
101
|
55 North Private Wealth
Winter Park,
Florida
|
$327K
|
+$326K
|
+3,238
|
New
|
|
|
102
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$301K
|
–
|
–
|
–
|
|
|
103
|
Corient Private Wealth
Miami,
Florida
|
$299K
|
+$2.22K
|
+22
|
+0.7%
|
|
|
104
|
AQR Capital Management
Greenwich,
Connecticut
|
$299K
|
-$550K
|
-5,466
|
-65%
|
|
|
105
|
Focus Partners Wealth
Boston,
Massachusetts
|
$287K
|
+$286K
|
+2,842
|
New
|
|
|
106
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$282K
|
+$280K
|
+2,781
|
New
|
|
|
107
|
Donalies Financial Planning
Washington,
District of Columbia
|
$273K
|
+$273K
|
+2,708
|
New
|
|
|
108
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$272K
|
–
|
–
|
–
|
|
|
109
|
D.A. Davidson & Co
Great Falls,
Montana
|
$272K
|
+$272K
|
+2,700
|
New
|
|
|
110
|
One Degree Advisors
San Diego,
California
|
$269K
|
+$269K
|
+2,672
|
New
|
|
|
111
|
CreativeOne Wealth
Overland Park,
Kansas
|
$267K
|
+$267K
|
+2,649
|
New
|
|
|
112
|
Chapman Financial Group
Kailua,
Hawaii
|
$265K
|
+$264K
|
+2,625
|
New
|
|
|
113
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$260K
|
+$27.6K
|
+274
|
+12%
|
|
|
114
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$250K
|
–
|
–
|
–
|
|
|
115
|
Asset Allocation Strategies
Farmington,
Michigan
|
$250K
|
+$249K
|
+2,477
|
New
|
|
|
116
|
Lakewood Asset Management
Naperville,
Illinois
|
$235K
|
-$30.6K
|
-304
|
-12%
|
|
|
117
|
Comerica Bank
Dallas,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
118
|
Westfuller Advisors
New York
|
$224K
|
+$2.32K
|
+23
|
+1%
|
|
|
119
|
SeaCrest Wealth Management
Purchase,
New York
|
$219K
|
+$218K
|
+2,164
|
New
|
|
|
120
|
SJS Investment Consulting
Sylvania,
Ohio
|
$214K
|
+$99.8K
|
+991
|
+88%
|
|
|
121
|
J.W. Cole Advisors
Tampa,
Florida
|
$211K
|
-$20.9K
|
-208
|
-9%
|
|
|
122
|
Net Worth Advisory Group
Sandy,
Utah
|
$209K
|
+$208K
|
+2,069
|
New
|
|
|
123
|
Narus Financial Partners
Salt Lake City,
Utah
|
$202K
|
–
|
–
|
–
|
|
|
124
|
|
$201K
|
+$201K
|
+1,994
|
New
|
|
|
125
|
Cresset Asset Management
Chicago,
Illinois
|
$200K
|
+$200K
|
+1,985
|
New
|
|
