|
201
|
MAI Capital Management
Independence,
Ohio
|
$502K
|
-$245K
|
-2,469
|
-33%
|
|
|
202
|
Meridian Wealth Management
Lexington,
Kentucky
|
$463K
|
+$127K
|
+1,276
|
+38%
|
|
|
203
|
Outbound Financial Inc
Boulder,
Colorado
|
$459K
|
-$84.5K
|
-851
|
-16%
|
|
|
204
|
Alesco Advisors
Pittsford,
New York
|
$457K
|
-$90.3K
|
-910
|
-17%
|
|
|
205
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$447K
|
+$107K
|
+1,073
|
+31%
|
|
|
206
|
Principle Wealth Partners
Madison,
Connecticut
|
$434K
|
+$124K
|
+1,250
|
+40%
|
|
|
207
|
SteelPeak Wealth
Woodland Hills,
California
|
$430K
|
+$429K
|
+4,323
|
New
|
|
|
208
|
Premier Private Wealth Management
Palm Harbor,
Florida
|
$427K
|
-$39.7K
|
-400
|
-9%
|
|
|
209
|
Perennial Investment Advisors
Los Angeles,
California
|
$423K
|
–
|
–
|
–
|
|
|
210
|
|
$413K
|
+$3.57K
|
+36
|
+0.9%
|
|
|
211
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$400K
|
+$3.57K
|
+36
|
+0.9%
|
|
|
212
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$399K
|
-$1.07M
|
-10,807
|
-73%
|
|
|
213
|
Davenport & Co
Richmond,
Virginia
|
$399K
|
+$95.4K
|
+961
|
+31%
|
|
|
214
|
Claro Advisors
Boston,
Massachusetts
|
$397K
|
+$25.9K
|
+261
|
+7%
|
|
|
215
|
Insight 2811 Inc
Chicago,
Illinois
|
$395K
|
-$49.6K
|
-500
|
-11%
|
|
|
216
|
Two Sigma Securities
New York
|
$394K
|
+$394K
|
+3,964
|
New
|
|
|
217
|
Stokes Family Office
New Orleans,
Louisiana
|
$383K
|
–
|
–
|
–
|
|
|
218
|
RFG Advisory
Birmingham,
Alabama
|
$382K
|
-$79.3K
|
-799
|
-17%
|
|
|
219
|
Avior Wealth Management
Omaha,
Nebraska
|
$379K
|
-$63.5K
|
-640
|
-14%
|
|
|
220
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$379K
|
-$37.3K
|
-376
|
-9%
|
|
|
221
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$378K
|
–
|
–
|
–
|
|
|
222
|
Brown Advisory
Baltimore,
Maryland
|
$378K
|
–
|
–
|
–
|
|
|
223
|
Bay Colony Advisors
Concord,
Massachusetts
|
$364K
|
-$155K
|
-1,564
|
-30%
|
|
|
224
|
Sprott Inc
Toronto,
Ontario, Canada
|
$350K
|
+$21.8K
|
+220
|
+7%
|
|
|
225
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$337K
|
+$397
|
+4
|
+0.1%
|
|
