|
401
|
Private Trust Company
Cleveland,
Ohio
|
$360K
|
+$31.8K
|
+509
|
+10%
|
|
|
402
|
Soltis Investment Advisors
St. George,
Utah
|
$356K
|
–
|
–
|
–
|
|
|
403
|
Valeo Financial Advisors
Carmel,
Indiana
|
$353K
|
+$37.8K
|
+605
|
+13%
|
|
|
404
|
IFP Advisors
Tampa,
Florida
|
$351K
|
+$563
|
+9
|
+0.2%
|
|
|
405
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$349K
|
-$12.5K
|
-200
|
-4%
|
|
|
406
|
Tortoise Investment Management
White Plains,
New York
|
$339K
|
–
|
–
|
–
|
|
|
407
|
Camelot Technology Advisors
San Francisco,
California
|
$339K
|
–
|
–
|
–
|
|
|
408
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$336K
|
+$323K
|
+5,162
|
New
|
|
|
409
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$333K
|
-$438
|
-7
|
-0.1%
|
|
|
410
|
M&T Bank
Buffalo,
New York
|
$328K
|
-$43.1K
|
-689
|
-12%
|
|
|
411
|
Magnus Financial Group
New York
|
$328K
|
-$9.94K
|
-159
|
-3%
|
|
|
412
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$327K
|
+$125K
|
+2,005
|
+66%
|
|
|
413
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$325K
|
–
|
–
|
–
|
|
|
414
|
Claro Advisors
Boston,
Massachusetts
|
$322K
|
–
|
–
|
–
|
|
|
415
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$318K
|
-$23.8K
|
-381
|
-7%
|
|
|
416
|
|
$316K
|
+$9.38K
|
+150
|
+3%
|
|
|
417
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$315K
|
–
|
–
|
–
|
|
|
418
|
|
$315K
|
–
|
–
|
–
|
|
|
419
|
Frank Rimerman Advisors
Palo Alto,
California
|
$314K
|
–
|
–
|
–
|
|
|
420
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$313K
|
–
|
–
|
–
|
|
|
421
|
Donor Advised Charitable Giving
San Francisco,
California
|
$312K
|
-$576K
|
-9,210
|
-66%
|
|
|
422
|
Bensler
Bellevue,
Washington
|
$308K
|
–
|
–
|
–
|
|
|
423
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$304K
|
-$4.31K
|
-69
|
-1%
|
|
|
424
|
TPG Advisors
Northfield,
Illinois
|
$301K
|
-$126K
|
-2,011
|
-30%
|
|
|
425
|
Journey Strategic Wealth
Summit,
New Jersey
|
$300K
|
-$622K
|
-9,950
|
-68%
|
|
