|
401
|
Private Trust Company
Cleveland,
Ohio
|
$840K
|
+$921K
|
+19,347
|
New
|
|
|
402
|
Graypoint LLC
Albany,
New York
|
$818K
|
–
|
–
|
–
|
|
|
403
|
Unison Advisors
Washington,
District of Columbia
|
$784K
|
-$499K
|
-10,481
|
-37%
|
|
|
404
|
Conning Inc
Hartford,
Connecticut
|
$784K
|
+$252K
|
+5,297
|
+42%
|
|
|
405
|
Falcon Wealth Planning
Ontario,
California
|
$781K
|
+$591K
|
+12,403
|
+222%
|
|
|
406
|
S.C. Financial Services
Scottsdale,
Arizona
|
$776K
|
-$489K
|
-10,261
|
-36%
|
|
|
407
|
Schroder Investment Management Group
London,
United Kingdom
|
$776K
|
–
|
–
|
–
|
|
|
408
|
Wedbush Securities
Los Angeles,
California
|
$772K
|
+$149K
|
+3,122
|
+21%
|
|
|
409
|
Merriman Wealth Management
Seattle,
Washington
|
$771K
|
+$4.9K
|
+103
|
+0.6%
|
|
|
410
|
True Link Financial Advisors
San Francisco,
California
|
$770K
|
-$2.79M
|
-58,508
|
-77%
|
|
|
411
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$769K
|
+$250K
|
+5,259
|
+42%
|
|
|
412
|
LexAurum Advisors
Overland Park,
Kansas
|
$765K
|
+$30.8K
|
+646
|
+4%
|
|
|
413
|
KeyBank National Association
Cleveland,
Ohio
|
$754K
|
-$19.2K
|
-404
|
-2%
|
|
|
414
|
Peterson Financial Group
Des Moines,
Iowa
|
$751K
|
-$6.57K
|
-138
|
-0.8%
|
|
|
415
|
NorthRock Partners
Minneapolis,
Minnesota
|
$750K
|
-$848K
|
-17,814
|
-98%
|
|
|
416
|
Campion Asset Management
Falls Church,
Virginia
|
$747K
|
+$10.2K
|
+215
|
+1%
|
|
|
417
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$746K
|
+$819K
|
+17,210
|
New
|
|
|
418
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$743K
|
–
|
–
|
–
|
|
|
419
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$741K
|
-$48.7K
|
-1,023
|
-6%
|
|
|
420
|
CreativeOne Wealth
Overland Park,
Kansas
|
$734K
|
+$213K
|
+4,463
|
+36%
|
|
|
421
|
L.J. Altfest & Co
New York
|
$716K
|
-$103K
|
-2,155
|
-12%
|
|
|
422
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$715K
|
+$785K
|
+16,488
|
New
|
|
|
423
|
Knightsbridge Asset Management
Newport Beach,
California
|
$713K
|
+$782K
|
+16,418
|
New
|
|
|
424
|
Strategy Asset Managers
Pasadena,
California
|
$711K
|
-$266K
|
-5,583
|
-25%
|
|
|
425
|
TD Private Client Wealth
New York
|
$698K
|
-$57.6K
|
-1,209
|
-7%
|
|
