|
176
|
Mission Wealth Management
Santa Barbara,
California
|
$3.22M
|
+$122K
|
+5,796
|
+4%
|
|
|
177
|
HCR Wealth Advisors
Los Angeles,
California
|
$3.21M
|
+$148
|
+7
|
+0%
|
|
|
178
|
Triumph Capital Management
Denver,
Colorado
|
$3.04M
|
-$383K
|
-18,128
|
-11%
|
|
|
179
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$3.03M
|
–
|
–
|
–
|
|
|
180
|
MGO One Seven
Beachwood,
Ohio
|
$3.01M
|
+$2.35M
|
+111,077
|
+347%
|
|
|
181
|
All Season Financial Advisors
Denver,
Colorado
|
$3.01M
|
-$881K
|
-41,745
|
-23%
|
|
|
182
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.91M
|
-$25.8K
|
-1,221
|
-0.9%
|
|
|
183
|
Financial Advisory Partners
Winter Park,
Florida
|
$2.89M
|
+$535K
|
+25,336
|
+23%
|
|
|
184
|
TI-Trust
Quincy,
Illinois
|
$2.84M
|
–
|
–
|
–
|
|
|
185
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.84M
|
-$216K
|
-10,249
|
-7%
|
|
|
186
|
Appleton Partners
Boston,
Massachusetts
|
$2.82M
|
-$12.4K
|
-588
|
-0.4%
|
|
|
187
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.79M
|
+$348K
|
+16,474
|
+14%
|
|
|
188
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.72M
|
+$759K
|
+35,944
|
+38%
|
|
|
189
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.67M
|
-$937K
|
-44,368
|
-26%
|
|
|
190
|
HighTower Advisors
Chicago,
Illinois
|
$2.65M
|
+$670K
|
+31,727
|
+34%
|
|
|
191
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.64M
|
-$21.5M
|
-1,017,184
|
-89%
|
|
|
192
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.63M
|
+$2.64M
|
+125,000
|
New
|
|
|
193
|
Atria Wealth Solutions
New York
|
$2.63M
|
+$509K
|
+24,113
|
+24%
|
|
|
194
|
Old Port Advisors
Portland,
Maine
|
$2.6M
|
+$102K
|
+4,816
|
+4%
|
|
|
195
|
J. Safra Asset Management
New York
|
$2.54M
|
+$2.55M
|
+120,636
|
New
|
|
|
196
|
Operose Advisors
Milwaukee,
Wisconsin
|
$2.53M
|
+$1.77M
|
+84,013
|
+231%
|
|
|
197
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.52M
|
+$522K
|
+24,711
|
+26%
|
|
|
198
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.52M
|
+$522K
|
+24,711
|
+26%
|
|
|
199
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.5M
|
-$107K
|
-5,051
|
-4%
|
|
|
200
|
Great Diamond Partners
Portland,
Maine
|
$2.46M
|
-$85.9K
|
-4,067
|
-3%
|
|
