|
201
|
KeyBank National Association
Cleveland,
Ohio
|
$5.73M
|
-$520K
|
-6,769
|
-8%
|
|
|
202
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$5.68M
|
+$323K
|
+4,197
|
+6%
|
|
|
203
|
Waverly Advisors
Birmingham,
Alabama
|
$5.68M
|
+$42.4K
|
+552
|
+0.8%
|
|
|
204
|
Bank of New York Mellon
New York
|
$5.67M
|
-$74K
|
-963
|
-1%
|
|
|
205
|
SageView Advisory Group
Newport Beach,
California
|
$5.47M
|
-$1.72M
|
-22,416
|
Closed
|
|
|
206
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$5.05M
|
+$5.03M
|
+65,473
|
New
|
|
|
207
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.04M
|
+$392K
|
+5,099
|
+8%
|
|
|
208
|
Wealth Forward LLC
Fargo,
North Dakota
|
$4.97M
|
+$51.7K
|
+672
|
+1%
|
|
|
209
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$4.96M
|
+$280K
|
+3,644
|
+6%
|
|
|
210
|
Donoghue Forlines
Boston,
Massachusetts
|
$4.95M
|
-$844K
|
-10,973
|
-15%
|
|
|
211
|
Paloma Partners
Greenwich,
Connecticut
|
$4.93M
|
+$3.78M
|
+49,132
|
+334%
|
|
|
212
|
Roundview Capital
Princeton,
New Jersey
|
$4.89M
|
+$269K
|
+3,503
|
+6%
|
|
|
213
|
Bensler
Bellevue,
Washington
|
$4.83M
|
-$319K
|
-4,154
|
-6%
|
|
|
214
|
TD Private Client Wealth
New York
|
$4.73M
|
+$117K
|
+1,516
|
+3%
|
|
|
215
|
Choreo LLC
Rockford,
Illinois
|
$4.69M
|
+$413K
|
+5,376
|
+10%
|
|
|
216
|
Penserra Capital Management
Orinda,
California
|
$4.66M
|
-$769
|
-10
|
-0%
|
|
|
217
|
Equitable Holdings
New York
|
$4.65M
|
-$89.3K
|
-1,161
|
-2%
|
|
|
218
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$4.65M
|
+$314K
|
+4,078
|
+7%
|
|
|
219
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.61M
|
-$2.71M
|
-35,221
|
-37%
|
|
|
220
|
SoFi Wealth
San Francisco,
California
|
$4.55M
|
+$545K
|
+7,084
|
+14%
|
|
|
221
|
Conning Inc
Hartford,
Connecticut
|
$4.5M
|
-$15.4M
|
-200,000
|
-77%
|
|
|
222
|
Blue Fin Capital
Warren,
Rhode Island
|
$4.5M
|
+$339K
|
+4,412
|
+8%
|
|
|
223
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.41M
|
-$38.8K
|
-505
|
-0.9%
|
|
|
224
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$4.4M
|
+$311K
|
+4,051
|
+8%
|
|
|
225
|
Avantax Advisory Services
Dallas,
Texas
|
$4.39M
|
+$1.48M
|
+19,222
|
+51%
|
|
