|
176
|
|
$475K
|
+$68K
|
+2,015
|
+17%
|
|
|
177
|
Tortoise Investment Management
White Plains,
New York
|
$464K
|
+$468K
|
+13,870
|
New
|
|
|
178
|
WNY Asset Management
Williamsville,
New York
|
$463K
|
+$112K
|
+3,325
|
+32%
|
|
|
179
|
Ballentine Partners
Waltham,
Massachusetts
|
$425K
|
-$49.8K
|
-1,476
|
-10%
|
|
|
180
|
MML Investors Services
Springfield,
Massachusetts
|
$410K
|
+$413K
|
+12,244
|
New
|
|
|
181
|
Armbruster Capital Management
Pittsford,
New York
|
$408K
|
+$412K
|
+12,200
|
New
|
|
|
182
|
Physician Wealth Advisors
Midvale,
Utah
|
$403K
|
–
|
–
|
–
|
|
|
183
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$388K
|
+$391K
|
+11,575
|
New
|
|
|
184
|
Perigon Wealth Management
San Francisco,
California
|
$382K
|
+$385K
|
+11,420
|
New
|
|
|
185
|
Advisor Partners
Walnut Creek,
California
|
$380K
|
–
|
–
|
–
|
|
|
186
|
Waterfront Wealth
Overland Park,
Kansas
|
$379K
|
+$2.33K
|
+69
|
+0.6%
|
|
|
187
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$371K
|
-$5.03K
|
-149
|
-1%
|
|
|
188
|
RFG Advisory
Birmingham,
Alabama
|
$366K
|
+$369K
|
+10,941
|
New
|
|
|
189
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$345K
|
+$347K
|
+10,293
|
New
|
|
|
190
|
Citizens Financial Group
Providence,
Rhode Island
|
$331K
|
+$641
|
+19
|
+0.2%
|
|
|
191
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$328K
|
+$331K
|
+9,806
|
New
|
|
|
192
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$327K
|
-$87.2K
|
-2,585
|
-21%
|
|
|
193
|
Klingman & Associates
New York
|
$325K
|
–
|
–
|
–
|
|
|
194
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$317K
|
+$66.9K
|
+1,982
|
+26%
|
|
|
195
|
Truist Financial
Charlotte,
North Carolina
|
$297K
|
+$34K
|
+1,009
|
+13%
|
|
|
196
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
197
|
World Investment Advisors
Santa Barbara,
California
|
$293K
|
+$36.2K
|
+1,072
|
+14%
|
|
|
198
|
Fiduciary Trust
Boston,
Massachusetts
|
$288K
|
-$11.6K
|
-345
|
-4%
|
|
|
199
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$287K
|
–
|
–
|
–
|
|
|
200
|
Life Planning Partners
Jacksonville,
Florida
|
$286K
|
–
|
–
|
–
|
|
