|
201
|
|
$680K
|
+$780K
|
+21,814
|
New
|
|
|
202
|
Parallel Advisors
San Francisco,
California
|
$679K
|
-$396K
|
-11,075
|
-34%
|
|
|
203
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$667K
|
-$73.7K
|
-2,061
|
-13%
|
|
|
204
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$665K
|
+$54.9K
|
+1,536
|
+8%
|
|
|
205
|
WNY Asset Management
Williamsville,
New York
|
$664K
|
+$15.9K
|
+445
|
+2%
|
|
|
206
|
McDonald Partners
Cleveland,
Ohio
|
$662K
|
-$3.15K
|
-88
|
-0.4%
|
|
|
207
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$652K
|
-$36.8K
|
-1,030
|
-5%
|
|
|
208
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$647K
|
-$51.9K
|
-1,452
|
-7%
|
|
|
209
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$646K
|
-$210K
|
-5,879
|
-22%
|
|
|
210
|
|
$642K
|
+$115K
|
+3,212
|
+19%
|
|
|
211
|
Insigneo Advisory Services
Miami,
Florida
|
$639K
|
+$732K
|
+20,470
|
New
|
|
|
212
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$625K
|
+$715K
|
+20,000
|
New
|
|
|
213
|
Principle Wealth Partners
Madison,
Connecticut
|
$620K
|
-$20.1K
|
-563
|
-3%
|
|
|
214
|
J.W. Cole Advisors
Tampa,
Florida
|
$617K
|
-$445K
|
-12,447
|
-39%
|
|
|
215
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$610K
|
–
|
–
|
–
|
|
|
216
|
Davenport & Co
Richmond,
Virginia
|
$604K
|
-$62.3K
|
-1,744
|
-8%
|
|
|
217
|
Realta Investment Advisors
Wilmington,
Delaware
|
$601K
|
-$37.4K
|
-1,045
|
-5%
|
|
|
218
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$594K
|
-$322K
|
-9,000
|
-32%
|
|
|
219
|
Clearstead Advisors
Cleveland,
Ohio
|
$584K
|
–
|
–
|
–
|
|
|
220
|
American Trust
Lexington,
Kentucky
|
$581K
|
+$665K
|
+18,611
|
New
|
|
|
221
|
Good Life Advisors
Reading,
Pennsylvania
|
$577K
|
+$15.2K
|
+425
|
+2%
|
|
|
222
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$559K
|
+$640K
|
+17,894
|
New
|
|
|
223
|
Intrua Financial
Houston,
Texas
|
$556K
|
-$952K
|
-26,638
|
-63%
|
|
|
224
|
Clear Creek Financial Management
Silverdale,
Washington
|
$556K
|
-$253K
|
-7,075
|
-28%
|
|
|
225
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$536K
|
-$41.6K
|
-1,165
|
-6%
|
|
