|
151
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$710K
|
+$89.9K
|
+864
|
+14%
|
|
|
152
|
Aviance Capital Partners
Naples,
Florida
|
$705K
|
-$16.8K
|
-162
|
-2%
|
|
|
153
|
Darwin Wealth Management
Tampa,
Florida
|
$691K
|
+$26.9K
|
+259
|
+4%
|
|
|
154
|
Ascent Group
Virginia Beach,
Virginia
|
$688K
|
-$53.4K
|
-513
|
-7%
|
|
|
155
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$687K
|
–
|
–
|
–
|
|
|
156
|
Private Trust Company
Cleveland,
Ohio
|
$656K
|
+$656K
|
+6,309
|
New
|
|
|
157
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$583K
|
+$180K
|
+1,726
|
+44%
|
|
|
158
|
Beaumont Capital Management
Boston,
Massachusetts
|
$570K
|
+$10.8K
|
+104
|
+2%
|
|
|
159
|
CreativeOne Wealth
Overland Park,
Kansas
|
$568K
|
–
|
–
|
–
|
|
|
160
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$564K
|
-$54.4M
|
-523,234
|
-99%
|
|
|
161
|
Koshinski Asset Management
Decatur,
Illinois
|
$554K
|
+$555K
|
+5,332
|
New
|
|
|
162
|
Bigelow Investment Advisors
Portland,
Maine
|
$553K
|
+$204K
|
+1,959
|
+58%
|
|
|
163
|
Lazard Asset Management
New York
|
$531K
|
–
|
–
|
–
|
|
|
164
|
Trivium Point Advisory
Westport,
Connecticut
|
$522K
|
-$48.3K
|
-464
|
-8%
|
|
|
165
|
Advisor OS
Chicago,
Illinois
|
$509K
|
+$181K
|
+1,739
|
+55%
|
|
|
166
|
Howland Capital Management
Boston,
Massachusetts
|
$493K
|
+$493K
|
+4,745
|
New
|
|
|
167
|
Corient Private Wealth
Miami,
Florida
|
$488K
|
+$121K
|
+1,159
|
+33%
|
|
|
168
|
Atria Wealth Solutions
New York
|
$486K
|
+$486K
|
+4,670
|
New
|
|
|
169
|
True Link Financial Advisors
San Francisco,
California
|
$485K
|
-$364K
|
-3,500
|
-43%
|
|
|
170
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$484K
|
–
|
–
|
–
|
|
|
171
|
Guidance Capital
Lousville,
Kentucky
|
$484K
|
+$56.3K
|
+541
|
+13%
|
|
|
172
|
Bangor Savings Bank
Bangor,
Maine
|
$475K
|
-$153K
|
-1,470
|
-24%
|
|
|
173
|
Quotient Wealth Partners
Dallas,
Texas
|
$466K
|
-$400K
|
-3,849
|
-46%
|
|
|
174
|
Stephens Inc
Little Rock,
Arkansas
|
$461K
|
-$4.89K
|
-47
|
-1%
|
|
|
175
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$455K
|
+$43.7K
|
+420
|
+11%
|
|
