|
301
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$2.39M
|
+$60K
|
+803
|
+3%
|
|
|
302
|
BTS Asset Management
Lincoln,
Massachusetts
|
$2.35M
|
-$193K
|
-2,589
|
-8%
|
|
|
303
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$2.3M
|
+$40.2K
|
+539
|
+2%
|
|
|
304
|
Bank of New York Mellon
New York
|
$2.29M
|
-$25.9M
|
-346,255
|
-92%
|
|
|
305
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$2.27M
|
+$964K
|
+12,907
|
+72%
|
|
|
306
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.26M
|
+$171K
|
+2,294
|
+8%
|
|
|
307
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$2.24M
|
+$98.8K
|
+1,323
|
+5%
|
|
|
308
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.23M
|
+$768K
|
+10,292
|
+52%
|
|
|
309
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$2.22M
|
-$46.7K
|
-625
|
-2%
|
|
|
310
|
Arch Capital Group
Pembroke,
Bermuda
|
$2.21M
|
–
|
–
|
–
|
|
|
311
|
Integrated Advisors Network
Dallas,
Texas
|
$2.21M
|
+$488K
|
+6,530
|
+28%
|
|
|
312
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.2M
|
-$58.5K
|
-783
|
-3%
|
|
|
313
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$2.16M
|
-$103K
|
-1,374
|
-4%
|
|
|
314
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.15M
|
-$742K
|
-9,937
|
-25%
|
|
|
315
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.15M
|
-$742K
|
-9,937
|
-25%
|
|
|
316
|
Beacon Financial Group
Dallas,
Texas
|
$2.1M
|
-$167K
|
-2,234
|
-7%
|
|
|
317
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.09M
|
-$198K
|
-2,658
|
-9%
|
|
|
318
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.08M
|
-$112K
|
-1,498
|
-5%
|
|
|
319
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.08M
|
-$168K
|
-2,254
|
-7%
|
|
|
320
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.08M
|
+$96.2K
|
+1,289
|
+5%
|
|
|
321
|
Richard W. Paul & Associates
Novi,
Michigan
|
$2.06M
|
-$103K
|
-1,374
|
-5%
|
|
|
322
|
NBT Bank
Norwich,
New York
|
$2.04M
|
-$381K
|
-5,105
|
-16%
|
|
|
323
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.02M
|
–
|
–
|
–
|
|
|
324
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.02M
|
+$2.04M
|
+27,351
|
New
|
|
|
325
|
Sierra Capital
Miami,
Florida
|
$1.98M
|
-$253K
|
-3,384
|
-11%
|
|
