|
201
|
Claro Advisors
Boston,
Massachusetts
|
$477K
|
+$165K
|
+3,899
|
+52%
|
|
|
202
|
Davenport & Co
Richmond,
Virginia
|
$469K
|
+$109K
|
+2,589
|
+30%
|
|
|
203
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$467K
|
+$32.9K
|
+779
|
+7%
|
|
|
204
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$456K
|
+$462K
|
+10,937
|
New
|
|
|
205
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$432K
|
+$100K
|
+2,374
|
+30%
|
|
|
206
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$432K
|
+$184K
|
+4,362
|
+73%
|
|
|
207
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$430K
|
+$14.7K
|
+348
|
+3%
|
|
|
208
|
Personal CFO Solutions
Chester,
New Jersey
|
$404K
|
+$172K
|
+4,082
|
+73%
|
|
|
209
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$389K
|
+$36.7K
|
+869
|
+10%
|
|
|
210
|
Realta Investment Advisors
Wilmington,
Delaware
|
$387K
|
+$17K
|
+403
|
+4%
|
|
|
211
|
Raymond James Trust
St. Petersburg,
Florida
|
$385K
|
+$27.6K
|
+655
|
+8%
|
|
|
212
|
Kestra Private Wealth Services
Austin,
Texas
|
$384K
|
-$217K
|
-5,140
|
-36%
|
|
|
213
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$375K
|
–
|
–
|
–
|
|
|
214
|
PSI Advisors
Tampa,
Florida
|
$360K
|
+$132K
|
+3,127
|
+57%
|
|
|
215
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$356K
|
+$50K
|
+1,185
|
+16%
|
|
|
216
|
Pathstone Family Office
Englewood,
New Jersey
|
$353K
|
+$358K
|
+8,470
|
New
|
|
|
217
|
Opal Wealth Advisors
Jericho,
New York
|
$350K
|
+$140K
|
+3,311
|
+65%
|
|
|
218
|
Renaissance Technologies
New York
|
$300K
|
-$198K
|
-4,700
|
-39%
|
|
|
219
|
Calton & Associates
Tampa,
Florida
|
$298K
|
+$302K
|
+7,143
|
New
|
|
|
220
|
TrueWealth Advisors
Birmingham,
Alabama
|
$298K
|
+$301K
|
+7,140
|
New
|
|
|
221
|
BlackDiamond Wealth Management
New York
|
$297K
|
+$318K
|
+7,530
|
New
|
|
|
222
|
Private Trust Company
Cleveland,
Ohio
|
$295K
|
+$39.5K
|
+935
|
+15%
|
|
|
223
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$294K
|
+$34.2K
|
+810
|
+13%
|
|
|
224
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$293K
|
+$297K
|
+7,035
|
New
|
|
|
225
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$282K
|
+$22.1K
|
+523
|
+8%
|
|
