|
126
|
Perennial Advisors
New York
|
$555K
|
–
|
–
|
–
|
|
|
127
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$540K
|
-$95.9K
|
-2,250
|
-15%
|
|
|
128
|
Western Wealth Management
Golden,
Colorado
|
$525K
|
+$511K
|
+11,990
|
New
|
|
|
129
|
UBS Group
Zurich,
Switzerland
|
$524K
|
+$257K
|
+6,032
|
+101%
|
|
|
130
|
Madrona Financial Services
Everett,
Washington
|
$512K
|
–
|
–
|
–
|
|
|
131
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$508K
|
+$512
|
+12
|
+0.1%
|
|
|
132
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$508K
|
+$512
|
+12
|
+0.1%
|
|
|
133
|
Advyzon Investment Management
Lisle,
Illinois
|
$505K
|
–
|
–
|
–
|
|
|
134
|
Clear Creek Financial Management
Silverdale,
Washington
|
$505K
|
+$6.91K
|
+162
|
+1%
|
|
|
135
|
Maia Wealth
Denver,
Colorado
|
$505K
|
+$597
|
+14
|
+0.1%
|
|
|
136
|
Equitable Holdings
New York
|
$497K
|
-$133K
|
-3,121
|
-22%
|
|
|
137
|
Regal Investment Advisors
Kentwood,
Michigan
|
$491K
|
+$426
|
+10
|
+0.1%
|
|
|
138
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$490K
|
+$512
|
+12
|
+0.1%
|
|
|
139
|
Security National Bank
Omaha,
Nebraska
|
$484K
|
–
|
–
|
–
|
|
|
140
|
MAI Capital Management
Independence,
Ohio
|
$475K
|
+$383K
|
+8,995
|
+485%
|
|
|
141
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$474K
|
+$469
|
+11
|
+0.1%
|
|
|
142
|
Act Wealth Management
Plano,
Texas
|
$468K
|
+$512
|
+12
|
+0.1%
|
|
|
143
|
Kestra Private Wealth Services
Austin,
Texas
|
$464K
|
-$94.8K
|
-2,223
|
-17%
|
|
|
144
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$464K
|
-$43.7K
|
-1,026
|
-9%
|
|
|
145
|
Key Financial Inc
West Chester,
Pennsylvania
|
$441K
|
-$586K
|
-13,753
|
-58%
|
|
|
146
|
Pathstone Holdings
Englewood,
New Jersey
|
$438K
|
+$426
|
+10
|
+0.1%
|
|
|
147
|
CLG LLC
Long Beach,
California
|
$437K
|
+$35.9K
|
+842
|
+9%
|
|
|
148
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$427K
|
-$11K
|
-258
|
-3%
|
|
|
149
|
Huntington National Bank
Columbus,
Ohio
|
$419K
|
–
|
–
|
–
|
|
|
150
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$416K
|
+$7.2K
|
+169
|
+2%
|
|
