|
201
|
Private Trust Company
Cleveland,
Ohio
|
$263K
|
–
|
–
|
–
|
|
|
202
|
Ascent Group
Virginia Beach,
Virginia
|
$261K
|
-$81.3K
|
-1,564
|
-23%
|
|
|
203
|
Millennium Management
New York
|
$258K
|
+$270K
|
+5,200
|
New
|
|
|
204
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$258K
|
+$9.46K
|
+182
|
+4%
|
|
|
205
|
Mercer Global Advisors
Denver,
Colorado
|
$258K
|
+$56.2K
|
+1,082
|
+26%
|
|
|
206
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$256K
|
–
|
–
|
–
|
|
|
207
|
Aveo Capital Partners
Englewood,
Colorado
|
$255K
|
-$468
|
-9
|
-0.2%
|
|
|
208
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$249K
|
+$261K
|
+5,020
|
New
|
|
|
209
|
Forum Financial Management
Lombard,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
210
|
NewEdge Advisors
New Orleans,
Louisiana
|
$237K
|
-$271K
|
-5,216
|
-52%
|
|
|
211
|
Angeles Wealth Management
Santa Monica,
California
|
$223K
|
–
|
–
|
–
|
|
|
212
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$222K
|
–
|
–
|
–
|
|
|
213
|
Lido Advisors
Los Angeles,
California
|
$222K
|
+$33.1K
|
+637
|
+17%
|
|
|
214
|
Moors & Cabot
Boston,
Massachusetts
|
$218K
|
+$228K
|
+4,393
|
New
|
|
|
215
|
Avantax Advisory Services
Dallas,
Texas
|
$218K
|
–
|
–
|
–
|
|
|
216
|
Kestra Advisory Services
Austin,
Texas
|
$218K
|
+$29.1K
|
+559
|
+15%
|
|
|
217
|
Destiny Wealth Partners
Tavares,
Florida
|
$211K
|
-$2.7K
|
-52
|
-1%
|
|
|
218
|
Cambridge Trust
Cambridge,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
219
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
220
|
INVST
Indianapolis,
Indiana
|
$206K
|
+$216K
|
+4,150
|
New
|
|
|
221
|
Venture Visionary Partners
Sylvania,
Ohio
|
$205K
|
-$624
|
-12
|
-0.3%
|
|
|
222
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$201K
|
+$211K
|
+4,050
|
New
|
|
|
223
|
LGT Financial Advisors
Dallas,
Texas
|
$169K
|
+$115K
|
+2,214
|
+187%
|
|
|
224
|
Lazard Asset Management
New York
|
$158K
|
+$67K
|
+1,288
|
+67%
|
|
|
225
|
Realta Investment Advisors
Wilmington,
Delaware
|
$152K
|
–
|
–
|
–
|
|
