|
151
|
Evergreen Capital Management
Bellevue,
Washington
|
$282K
|
–
|
–
|
–
|
|
|
152
|
Global Financial Private Client
Sarasota,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
153
|
FOCUS Wealth Advisors
Houston,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
154
|
Fidelity Investments
Boston,
Massachusetts
|
$274K
|
-$31.6K
|
-920
|
-11%
|
|
|
155
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$272K
|
-$126K
|
-3,650
|
-32%
|
|
|
156
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$272K
|
+$344
|
+10
|
+0.1%
|
|
|
157
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$267K
|
+$101K
|
+2,950
|
+63%
|
|
|
158
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$263K
|
+$344
|
+10
|
+0.1%
|
|
|
159
|
Retireful LLC
Haslett,
Michigan
|
$263K
|
+$285K
|
+8,290
|
New
|
|
|
160
|
William Blair & Company
Chicago,
Illinois
|
$262K
|
-$17.2K
|
-500
|
-6%
|
|
|
161
|
IFP Advisors
Tampa,
Florida
|
$261K
|
-$501K
|
-14,570
|
-52%
|
|
|
162
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$260K
|
-$10.3M
|
-299,200
|
-98%
|
|
|
163
|
Rockefeller Capital Management
New York
|
$258K
|
+$173K
|
+5,030
|
+217%
|
|
|
164
|
V Wealth Advisors
Overland Park,
Kansas
|
$254K
|
–
|
–
|
–
|
|
|
165
|
Independent Financial Group
San Diego,
California
|
$249K
|
-$470K
|
-13,660
|
-66%
|
|
|
166
|
Carson Advisory
Athens,
Georgia
|
$248K
|
+$45.4K
|
+1,320
|
+23%
|
|
|
167
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$247K
|
–
|
–
|
–
|
|
|
168
|
55I LLC
Boston,
Massachusetts
|
$231K
|
-$142K
|
-4,140
|
-39%
|
|
|
169
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$228K
|
–
|
–
|
–
|
|
|
170
|
Cooper Financial Group
Irvine,
California
|
$217K
|
–
|
–
|
–
|
|
|
171
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$215K
|
–
|
–
|
–
|
|
|
172
|
Perigon Wealth Management
San Francisco,
California
|
$214K
|
–
|
–
|
–
|
|
|
173
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$211K
|
-$69.5K
|
-2,020
|
-25%
|
|
|
174
|
Caprock Group
Boise,
Idaho
|
$201K
|
–
|
–
|
–
|
|
|
175
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$182K
|
+$178K
|
+5,170
|
New
|
|
