|
151
|
Avitas Wealth Management
Los Angeles,
California
|
$287K
|
+$3.16K
|
+92
|
+1%
|
|
|
152
|
GM Advisory Group
Melville,
New York
|
$286K
|
–
|
–
|
–
|
|
|
153
|
Level Four Advisory Services
Dallas,
Texas
|
$282K
|
+$6.62K
|
+193
|
+2%
|
|
|
154
|
Charles Schwab Trust
Henderson,
Nevada
|
$280K
|
–
|
–
|
–
|
|
|
155
|
Close Asset Management
London,
United Kingdom
|
$280K
|
–
|
–
|
–
|
|
|
156
|
|
$274K
|
-$419K
|
-12,224
|
-61%
|
|
|
157
|
Truist Financial
Charlotte,
North Carolina
|
$274K
|
-$23.5K
|
-684
|
-8%
|
|
|
158
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$273K
|
–
|
–
|
–
|
|
|
159
|
Meitav Investment House
Bene-Beraq,
Israel
|
$269K
|
–
|
–
|
–
|
|
|
160
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$262K
|
-$6.89K
|
-201
|
-3%
|
|
|
161
|
Davenport & Co
Richmond,
Virginia
|
$261K
|
-$20.6K
|
-600
|
-7%
|
|
|
162
|
|
$261K
|
+$256K
|
+7,466
|
New
|
|
|
163
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$259K
|
+$254K
|
+7,400
|
New
|
|
|
164
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$253K
|
-$4.29K
|
-125
|
-2%
|
|
|
165
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$244K
|
-$14.5K
|
-424
|
-6%
|
|
|
166
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$243K
|
–
|
–
|
–
|
|
|
167
|
Creative Financial Designs
Kokomo,
Indiana
|
$243K
|
+$50.3K
|
+1,466
|
+27%
|
|
|
168
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$233K
|
+$11.1K
|
+323
|
+5%
|
|
|
169
|
Private Portfolio Partners
Paramus,
New Jersey
|
$230K
|
-$14.5K
|
-424
|
-6%
|
|
|
170
|
Rockefeller Capital Management
New York
|
$228K
|
+$34.7K
|
+1,011
|
+18%
|
|
|
171
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$225K
|
+$221K
|
+6,434
|
New
|
|
|
172
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$217K
|
–
|
–
|
–
|
|
|
173
|
Pathstone Family Office
Englewood,
New Jersey
|
$216K
|
+$211K
|
+6,161
|
New
|
|
|
174
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$213K
|
–
|
–
|
–
|
|
|
175
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$211K
|
+$207K
|
+6,039
|
New
|
|
