|
201
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.27M
|
+$2.32M
|
+90,741
|
+223%
|
|
|
202
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$3.13M
|
+$42.8K
|
+1,672
|
+1%
|
|
|
203
|
Capital One Financial
Mclean,
Virginia
|
$3.06M
|
-$18.6M
|
-725,782
|
-86%
|
|
|
204
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.04M
|
+$2.06M
|
+80,514
|
+194%
|
|
|
205
|
Matthew Hamilton Rosenberg
|
$2.98M
|
-$864K
|
-33,737
|
-22%
|
|
|
206
|
1900 Wealth Management
San Antonio,
Texas
|
$2.94M
|
-$885K
|
-34,560
|
-23%
|
|
|
207
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.88M
|
-$708K
|
-27,643
|
-19%
|
|
|
208
|
Diversified
Wilmington,
Delaware
|
$2.85M
|
+$319K
|
+12,450
|
+12%
|
|
|
209
|
Banco Santander
Madrid,
Spain
|
$2.81M
|
-$22.4K
|
-876
|
-0.8%
|
|
|
210
|
Cooper Financial Group
Irvine,
California
|
$2.81M
|
+$755K
|
+29,483
|
+35%
|
|
|
211
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.79M
|
+$644K
|
+25,162
|
+29%
|
|
|
212
|
|
$2.68M
|
-$2.12M
|
-82,970
|
-43%
|
|
|
213
|
Venturi Wealth Management
Austin,
Texas
|
$2.65M
|
+$245K
|
+9,549
|
+10%
|
|
|
214
|
Belpointe Asset Management
Reno,
Nevada
|
$2.63M
|
-$1.29M
|
-50,453
|
-32%
|
|
|
215
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.63M
|
+$305K
|
+11,915
|
+13%
|
|
|
216
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$2.6M
|
+$1.43M
|
+55,700
|
+114%
|
|
|
217
|
First Pacific Financial
Vancouver,
Washington
|
$2.6M
|
-$77.2K
|
-3,016
|
-3%
|
|
|
218
|
Mather Group
Chicago,
Illinois
|
$2.59M
|
+$1.8M
|
+70,337
|
+209%
|
|
|
219
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$2.59M
|
-$11.1M
|
-435,038
|
-81%
|
|
|
220
|
World Equity Group
Schaumburg,
Illinois
|
$2.59M
|
+$2.66M
|
+103,908
|
New
|
|
|
221
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.57M
|
+$2.29M
|
+89,546
|
+658%
|
|
|
222
|
Valmark Advisers
Akron,
Ohio
|
$2.54M
|
-$36.5K
|
-1,425
|
-1%
|
|
|
223
|
TD Private Client Wealth
New York
|
$2.54M
|
+$496K
|
+19,385
|
+24%
|
|
|
224
|
WR Wealth Planners
Columbia,
Missouri
|
$2.51M
|
+$2.58M
|
+100,848
|
New
|
|
|
225
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.51M
|
+$527K
|
+20,592
|
+26%
|
|
