|
201
|
|
$4.72M
|
-$8.72M
|
-93,101
|
Closed
|
|
|
202
|
Heritage Family Offices
Scottsdale,
Arizona
|
$4.63M
|
-$387K
|
-4,136
|
-8%
|
|
|
203
|
Summit Financial
Parsippany,
New Jersey
|
$4.59M
|
+$115K
|
+1,229
|
+3%
|
|
|
204
|
Lake Street Private Wealth
Chicago,
Illinois
|
$4.48M
|
+$150K
|
+1,605
|
+4%
|
|
|
205
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.18M
|
+$3.91M
|
+41,739
|
+1,915%
|
|
|
206
|
Parallel Advisors
San Francisco,
California
|
$4.18M
|
+$38.4K
|
+410
|
+0.9%
|
|
|
207
|
Kelly Financial Services
Braintree,
Massachusetts
|
$4.12M
|
+$184K
|
+1,962
|
+5%
|
|
|
208
|
Founders Financial Securities
Towson,
Maryland
|
$4.09M
|
-$2.21M
|
-23,573
|
-35%
|
|
|
209
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$4.09M
|
–
|
–
|
–
|
|
|
210
|
Hancock Whitney
Gulfport,
Mississippi
|
$4.06M
|
+$518K
|
+5,533
|
+15%
|
|
|
211
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$4.02M
|
+$106K
|
+1,132
|
+3%
|
|
|
212
|
Wharton Business Group
Malvern,
Pennsylvania
|
$4.01M
|
+$3.26M
|
+34,770
|
+470%
|
|
|
213
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.97M
|
-$182K
|
-1,942
|
-4%
|
|
|
214
|
Insight Wealth Partners
Plano,
Texas
|
$3.97M
|
+$430K
|
+4,592
|
+12%
|
|
|
215
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.94M
|
+$372K
|
+3,976
|
+11%
|
|
|
216
|
Paragon Advisors
College Station,
Texas
|
$3.94M
|
+$722K
|
+7,710
|
+23%
|
|
|
217
|
Private Advisor Group
Morristown,
New Jersey
|
$3.84M
|
+$242K
|
+2,586
|
+7%
|
|
|
218
|
Kestra Advisory Services
Austin,
Texas
|
$3.83M
|
-$632K
|
-6,746
|
-14%
|
|
|
219
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.82M
|
+$79.8K
|
+852
|
+2%
|
|
|
220
|
IFP Advisors
Tampa,
Florida
|
$3.81M
|
+$311K
|
+3,319
|
+9%
|
|
|
221
|
|
$3.77M
|
+$140K
|
+1,500
|
+4%
|
|
|
222
|
Central Trust Company
Jefferson City,
Missouri
|
$3.77M
|
+$256K
|
+2,730
|
+7%
|
|
|
223
|
Crabel Capital Management
Los Angeles,
California
|
$3.72M
|
-$5.36M
|
-57,213
|
-59%
|
|
|
224
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.72M
|
+$118K
|
+1,262
|
+3%
|
|
|
225
|
High Falls Advisors
Rochester,
New York
|
$3.64M
|
+$39.1K
|
+418
|
+1%
|
|
