|
176
|
Rock Point Advisors
Burlington,
Vermont
|
$834K
|
-$191K
|
-1,908
|
-19%
|
|
|
177
|
Elevated Capital Advisors
Sandy,
Utah
|
$826K
|
+$824K
|
+8,251
|
New
|
|
|
178
|
Values First Advisors
Gray,
Tennessee
|
$810K
|
+$808K
|
+8,093
|
New
|
|
|
179
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$808K
|
-$72.7K
|
-728
|
-8%
|
|
|
180
|
Comerica Securities
Detroit,
Michigan
|
$778K
|
+$11.5K
|
+115
|
+2%
|
|
|
181
|
Cypress Wealth Services
Palm Desert,
California
|
$762K
|
-$200K
|
-2,002
|
-21%
|
|
|
182
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$746K
|
+$744K
|
+7,447
|
New
|
|
|
183
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$709K
|
+$487K
|
+4,874
|
+219%
|
|
|
184
|
M&T Bank
Buffalo,
New York
|
$695K
|
-$3.3K
|
-33
|
-0.5%
|
|
|
185
|
Madrona Financial Services
Everett,
Washington
|
$687K
|
+$295K
|
+2,950
|
+76%
|
|
|
186
|
Synergy Financial Group
San Ramon,
California
|
$652K
|
+$397K
|
+3,978
|
+157%
|
|
|
187
|
Axxcess Wealth Management
Carlsbad,
California
|
$649K
|
-$1.42M
|
-14,210
|
-69%
|
|
|
188
|
NWAM LLC
Mercer Island,
Washington
|
$648K
|
+$646K
|
+6,471
|
New
|
|
|
189
|
Five Oceans Advisors
Santa Monica,
California
|
$641K
|
+$3.1K
|
+31
|
+0.5%
|
|
|
190
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$640K
|
-$325K
|
-3,256
|
-34%
|
|
|
191
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$616K
|
-$482K
|
-4,829
|
-44%
|
|
|
192
|
Private Trust Company
Cleveland,
Ohio
|
$601K
|
+$380K
|
+3,807
|
+173%
|
|
|
193
|
NewEdge Advisors
New Orleans,
Louisiana
|
$591K
|
-$776K
|
-7,774
|
-57%
|
|
|
194
|
Geneos Wealth Management
Englewood,
Colorado
|
$591K
|
-$25K
|
-250
|
-4%
|
|
|
195
|
AssetMark Inc
Concord,
California
|
$568K
|
+$567K
|
+5,676
|
New
|
|
|
196
|
Regal Investment Advisors
Kentwood,
Michigan
|
$545K
|
+$16.3K
|
+163
|
+3%
|
|
|
197
|
CreativeOne Wealth
Overland Park,
Kansas
|
$544K
|
+$297K
|
+2,975
|
+121%
|
|
|
198
|
Chatham Capital Group
Savannah,
Georgia
|
$543K
|
–
|
–
|
–
|
|
|
199
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$536K
|
–
|
–
|
–
|
|
|
200
|
Fermata Advisors
Sonoma,
California
|
$523K
|
-$235K
|
-2,352
|
-31%
|
|
