|
201
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$298K
|
–
|
–
|
–
|
|
|
202
|
Gotham Asset Management
New York
|
$295K
|
+$8.59K
|
+107
|
+3%
|
|
|
203
|
Steward Partners Investment Advisory
New York
|
$287K
|
+$963
|
+12
|
+0.4%
|
|
|
204
|
&Partners
Nashville,
Tennessee
|
$285K
|
+$274K
|
+3,419
|
New
|
|
|
205
|
Lido Advisors
Los Angeles,
California
|
$285K
|
+$60.1K
|
+749
|
+28%
|
|
|
206
|
Creative Planning
Overland Park,
Kansas
|
$278K
|
+$29.1K
|
+363
|
+12%
|
|
|
207
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$273K
|
+$262K
|
+3,267
|
New
|
|
|
208
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$273K
|
-$2.49K
|
-31
|
-0.9%
|
|
|
209
|
Citizens Financial Group
Providence,
Rhode Island
|
$270K
|
–
|
–
|
–
|
|
|
210
|
Liberty Wealth Management
Oakland,
California
|
$269K
|
-$36.4K
|
-453
|
-12%
|
|
|
211
|
BOS Asset Management
Springfield,
Illinois
|
$258K
|
+$248K
|
+3,085
|
New
|
|
|
212
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$256K
|
-$5.14K
|
-64
|
-2%
|
|
|
213
|
Icon Wealth Advisors
Houston,
Texas
|
$255K
|
+$11.4K
|
+142
|
+5%
|
|
|
214
|
Meridian Wealth Management
Lexington,
Kentucky
|
$255K
|
-$51.2K
|
-638
|
-17%
|
|
|
215
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$251K
|
-$1.88M
|
-23,380
|
-89%
|
|
|
216
|
Private Trust Company
Cleveland,
Ohio
|
$249K
|
–
|
–
|
–
|
|
|
217
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$248K
|
+$15.7K
|
+196
|
+7%
|
|
|
218
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$241K
|
+$24.1K
|
+300
|
+12%
|
|
|
219
|
Alpha Financial Partners
Lexington,
Kentucky
|
$241K
|
+$232K
|
+2,885
|
New
|
|
|
220
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$241K
|
+$231K
|
+2,882
|
New
|
|
|
221
|
Focus Financial Network
Minneapolis,
Minnesota
|
$234K
|
+$224K
|
+2,793
|
New
|
|
|
222
|
Schonfeld Strategic Advisors
New York
|
$230K
|
-$13.2K
|
-164
|
-6%
|
|
|
223
|
TownSquare Capital
Provo,
Utah
|
$229K
|
+$3.53K
|
+44
|
+2%
|
|
|
224
|
Synovus Financial
Columbus,
Georgia
|
$224K
|
+$215K
|
+2,680
|
New
|
|
|
225
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$223K
|
–
|
–
|
–
|
|
