|
601
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.96M
|
–
|
–
|
–
|
|
|
602
|
Level Four Advisory Services
Dallas,
Texas
|
$2.95M
|
+$25.1K
|
+102
|
+0.8%
|
|
|
603
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.95M
|
+$2.24M
|
+9,102
|
+397%
|
|
|
604
|
LVW Advisors
Pittsford,
New York
|
$2.93M
|
-$64.2K
|
-261
|
-2%
|
|
|
605
|
Second Half Financial Partners
Sebring,
Florida
|
$2.93M
|
+$2.78M
|
+11,296
|
New
|
|
|
606
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.91M
|
-$362K
|
-1,474
|
-12%
|
|
|
607
|
SVB Wealth
Boston,
Massachusetts
|
$2.9M
|
-$44.5K
|
-181
|
-2%
|
|
|
608
|
INTECH Investment Management
West Palm Beach,
Florida
|
$2.89M
|
-$6.49M
|
-26,413
|
-70%
|
|
|
609
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.87M
|
+$292K
|
+1,188
|
+12%
|
|
|
610
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.85M
|
+$14.3K
|
+58
|
+0.5%
|
|
|
611
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$2.81M
|
-$1.23K
|
-5
|
-0%
|
|
|
612
|
Principal Securities
Des Moines,
Iowa
|
$2.79M
|
-$134K
|
-546
|
-5%
|
|
|
613
|
Hamilton Capital Partners (Canada)
Toronto,
|
$2.79M
|
+$1.73M
|
+7,052
|
+189%
|
|
|
614
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.77M
|
+$95.4K
|
+388
|
+4%
|
|
|
615
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.76M
|
+$49.9K
|
+203
|
+2%
|
|
|
616
|
Private Advisor Group
Morristown,
New Jersey
|
$2.75M
|
+$220K
|
+893
|
+9%
|
|
|
617
|
Moors & Cabot
Boston,
Massachusetts
|
$2.75M
|
+$81.9K
|
+333
|
+3%
|
|
|
618
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.75M
|
-$41.8K
|
-170
|
-2%
|
|
|
619
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.72M
|
-$61.2K
|
-249
|
-2%
|
|
|
620
|
|
$2.67M
|
+$1.43M
|
+5,803
|
+129%
|
|
|
621
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.67M
|
-$28.3K
|
-115
|
-1%
|
|
|
622
|
Private Trust Company
Cleveland,
Ohio
|
$2.66M
|
+$119K
|
+484
|
+5%
|
|
|
623
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.64M
|
-$36.9K
|
-150
|
-1%
|
|
|
624
|
Occidental Asset Management
Burlingame,
California
|
$2.63M
|
+$408K
|
+1,661
|
+20%
|
|
|
625
|
Y-Intercept (HK)
Hong Kong
|
$2.6M
|
+$2.47M
|
+10,051
|
New
|
|
