|
201
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$429K
|
-$87.6K
|
-2,302
|
-17%
|
|
|
202
|
WNY Asset Management
Williamsville,
New York
|
$426K
|
+$6.54K
|
+172
|
+2%
|
|
|
203
|
Pursue Wealth Partners
Clayton,
California
|
$426K
|
+$427K
|
+11,216
|
New
|
|
|
204
|
SBI Securities
Tokyo,
Japan
|
$424K
|
+$47.7K
|
+1,254
|
+13%
|
|
|
205
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$423K
|
+$13.1K
|
+344
|
+3%
|
|
|
206
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$422K
|
+$423K
|
+11,126
|
New
|
|
|
207
|
MAI Capital Management
Independence,
Ohio
|
$417K
|
+$295K
|
+7,744
|
+239%
|
|
|
208
|
AlphaCore Capital
La Jolla,
California
|
$416K
|
-$325K
|
-8,543
|
-44%
|
|
|
209
|
Principal Securities
Des Moines,
Iowa
|
$416K
|
+$43.6K
|
+1,147
|
+12%
|
|
|
210
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$415K
|
+$48.2K
|
+1,267
|
+13%
|
|
|
211
|
Apella Capital
West Hartford,
Connecticut
|
$411K
|
+$16.7K
|
+438
|
+4%
|
|
|
212
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$409K
|
+$65.8K
|
+1,728
|
+19%
|
|
|
213
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$409K
|
+$1.26K
|
+33
|
+0.3%
|
|
|
214
|
Prospera Financial Services
Dallas,
Texas
|
$405K
|
-$1M
|
-26,379
|
-71%
|
|
|
215
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$398K
|
-$9.86K
|
-259
|
-2%
|
|
|
216
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$398K
|
+$48.5K
|
+1,275
|
+14%
|
|
|
217
|
Continuum Advisory
Eagle,
Idaho
|
$398K
|
+$61.9K
|
+1,627
|
+18%
|
|
|
218
|
SteelPeak Wealth
Woodland Hills,
California
|
$396K
|
+$106K
|
+2,792
|
+37%
|
|
|
219
|
Advantage Trust Company
Salina,
Kansas
|
$394K
|
–
|
–
|
–
|
|
|
220
|
Savant Capital
Rockford,
Illinois
|
$389K
|
+$395K
|
+10,387
|
New
|
|
|
221
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$389K
|
–
|
–
|
–
|
|
|
222
|
David Kennon
Sarasota,
Florida
|
$388K
|
–
|
–
|
–
|
|
|
223
|
|
$387K
|
+$388K
|
+10,202
|
New
|
|
|
224
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$384K
|
-$609
|
-16
|
-0.2%
|
|
|
225
|
IEQ Capital
Foster City,
California
|
$382K
|
–
|
–
|
–
|
|
