|
201
|
Private Trust Company
Cleveland,
Ohio
|
$620K
|
+$11K
|
+110
|
+2%
|
|
|
202
|
M&T Bank
Buffalo,
New York
|
$619K
|
-$74.9K
|
-750
|
-11%
|
|
|
203
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$618K
|
+$318K
|
+3,180
|
+106%
|
|
|
204
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$618K
|
+$318K
|
+3,180
|
+106%
|
|
|
205
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$599K
|
+$591K
|
+5,917
|
+8,701%
|
|
|
206
|
Colony Group
Boston,
Massachusetts
|
$596K
|
-$9.86M
|
-98,687
|
-94%
|
|
|
207
|
Kestra Private Wealth Services
Austin,
Texas
|
$585K
|
+$584K
|
+5,845
|
New
|
|
|
208
|
Atlas Financial Advisors
Oroville,
California
|
$582K
|
+$271K
|
+2,713
|
+88%
|
|
|
209
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$565K
|
-$32.3K
|
-323
|
-5%
|
|
|
210
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$522K
|
+$300
|
+3
|
+0.1%
|
|
|
211
|
Chatham Capital Group
Savannah,
Georgia
|
$518K
|
–
|
–
|
–
|
|
|
212
|
Advisory Services Network
Atlanta,
Georgia
|
$514K
|
+$9.19K
|
+92
|
+2%
|
|
|
213
|
Occidental Asset Management
Burlingame,
California
|
$510K
|
-$499K
|
-5,000
|
-50%
|
|
|
214
|
Regal Investment Advisors
Kentwood,
Michigan
|
$508K
|
-$52.4K
|
-525
|
-9%
|
|
|
215
|
Realta Investment Advisors
Wilmington,
Delaware
|
$502K
|
–
|
–
|
–
|
|
|
216
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$497K
|
+$23.6K
|
+236
|
+5%
|
|
|
217
|
Upper Left Wealth Management
Tampa,
Florida
|
$497K
|
-$4.2K
|
-42
|
-0.8%
|
|
|
218
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$492K
|
-$809K
|
-8,094
|
-62%
|
|
|
219
|
Citadel Advisors
Miami,
Florida
|
$479K
|
-$9.77M
|
-97,851
|
-95%
|
|
|
220
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$477K
|
+$476K
|
+4,769
|
New
|
|
|
221
|
Bridgeworth
Birmingham,
Alabama
|
$476K
|
-$40.8K
|
-408
|
-8%
|
|
|
222
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$424K
|
+$423K
|
+4,237
|
New
|
|
|
223
|
CGN Advisors
Manhattan,
Kansas
|
$422K
|
–
|
–
|
–
|
|
|
224
|
Five Oceans Advisors
Santa Monica,
California
|
$418K
|
+$3.9K
|
+39
|
+0.9%
|
|
|
225
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$404K
|
-$159K
|
-1,595
|
-28%
|
|
