|
126
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
127
|
SL Advisors
Westfield,
New Jersey
|
$343K
|
+$217
|
+8
|
+0.1%
|
|
|
128
|
Wealth Alliance
Mellville,
New York
|
$337K
|
-$62.1K
|
-2,287
|
-16%
|
|
|
129
|
Bollard Group
Boston,
Massachusetts
|
$337K
|
+$6.65K
|
+245
|
+2%
|
|
|
130
|
Axxcess Wealth Management
Carlsbad,
California
|
$330K
|
+$329K
|
+12,126
|
New
|
|
|
131
|
Linscomb Wealth
Houston,
Texas
|
$315K
|
–
|
–
|
–
|
|
|
132
|
Icon Wealth Partners
Houston,
Texas
|
$289K
|
+$9.36K
|
+345
|
+3%
|
|
|
133
|
Ziegler Capital Management
Chicago,
Illinois
|
$282K
|
–
|
–
|
–
|
|
|
134
|
William Blair & Company
Chicago,
Illinois
|
$277K
|
-$25.4K
|
-936
|
-8%
|
|
|
135
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$276K
|
–
|
–
|
–
|
|
|
136
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$272K
|
–
|
–
|
–
|
|
|
137
|
FirstPurpose Wealth
Orem,
Utah
|
$271K
|
–
|
–
|
–
|
|
|
138
|
|
$266K
|
+$265K
|
+9,768
|
New
|
|
|
139
|
Belfer Management
New York
|
$260K
|
–
|
–
|
–
|
|
|
140
|
MAI Capital Management
Independence,
Ohio
|
$254K
|
–
|
–
|
–
|
|
|
141
|
|
$249K
|
-$828K
|
-30,524
|
-77%
|
|
|
142
|
Sequoia Financial Advisors
Akron,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
143
|
B&D White Capital Company
Lakeway,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
144
|
Trek Financial
Scottsdale,
Arizona
|
$237K
|
-$14.1K
|
-521
|
-6%
|
|
|
145
|
Alpha Cubed Investments
Irvine,
California
|
$235K
|
+$234K
|
+8,617
|
New
|
|
|
146
|
Nuveen
Charlotte,
North Carolina
|
$227K
|
+$226K
|
+8,333
|
New
|
|
|
147
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$219K
|
+$1.9K
|
+70
|
+0.9%
|
|
|
148
|
Bank of New York Mellon
New York
|
$216K
|
+$215K
|
+7,933
|
New
|
|
|
149
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$216K
|
-$38.9K
|
-1,433
|
-15%
|
|
|
150
|
Geode Capital Management
Boston,
Massachusetts
|
$212K
|
-$6.19K
|
-228
|
-3%
|
|
