|
226
|
Raymond James Trust
St. Petersburg,
Florida
|
$629K
|
–
|
–
|
–
|
|
|
227
|
Derby & Company
Newton,
Massachusetts
|
$614K
|
+$12K
|
+675
|
+2%
|
|
|
228
|
Asset Dedication LLC
San Francisco,
California
|
$612K
|
–
|
–
|
–
|
|
|
229
|
Cypress Wealth Services
Palm Desert,
California
|
$607K
|
+$36K
|
+2,025
|
+6%
|
|
|
230
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$603K
|
+$634K
|
+35,680
|
New
|
|
|
231
|
Avantax Advisory Services
Dallas,
Texas
|
$597K
|
+$628K
|
+35,305
|
New
|
|
|
232
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$595K
|
-$4.25M
|
-239,210
|
-87%
|
|
|
233
|
Veritable
Wilmington,
Delaware
|
$593K
|
–
|
–
|
–
|
|
|
234
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$588K
|
-$25.8K
|
-1,450
|
-4%
|
|
|
235
|
Columbus Macro
New Castle,
Pennsylvania
|
$588K
|
+$620K
|
+34,865
|
New
|
|
|
236
|
SeaCrest Wealth Management
Purchase,
New York
|
$561K
|
+$622
|
+35
|
+0.1%
|
|
|
237
|
Inscription Capital
Houston,
Texas
|
$558K
|
+$588K
|
+33,050
|
New
|
|
|
238
|
Trust Company
Manhattan,
Kansas
|
$552K
|
-$107K
|
-6,000
|
-15%
|
|
|
239
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$543K
|
-$16.4K
|
-920
|
-3%
|
|
|
240
|
Magnus Financial Group
New York
|
$543K
|
+$572K
|
+32,145
|
New
|
|
|
241
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$541K
|
–
|
–
|
–
|
|
|
242
|
|
$539K
|
+$79.9K
|
+4,495
|
+16%
|
|
|
243
|
WesBanco Bank
Wheeling,
West Virginia
|
$536K
|
–
|
–
|
–
|
|
|
244
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$527K
|
-$381K
|
-21,415
|
-41%
|
|
|
245
|
BOK Financial
Tulsa,
Oklahoma
|
$525K
|
+$129K
|
+7,260
|
+30%
|
|
|
246
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$520K
|
+$548K
|
+30,810
|
New
|
|
|
247
|
Brown Advisory
Baltimore,
Maryland
|
$518K
|
+$545K
|
+30,665
|
New
|
|
|
248
|
Intelligence Driven Advisers
Carlsbad,
California
|
$518K
|
+$546K
|
+30,720
|
New
|
|
|
249
|
US Bancorp
Minneapolis,
Minnesota
|
$513K
|
+$228K
|
+12,800
|
+73%
|
|
|
250
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$496K
|
–
|
–
|
–
|
|
