|
201
|
Focus Partners Wealth
Boston,
Massachusetts
|
$584K
|
-$5.15K
|
-51
|
-0.8%
|
|
|
202
|
Osterweis Capital Management
San Francisco,
California
|
$582K
|
–
|
–
|
–
|
|
|
203
|
D.A. Davidson & Co
Great Falls,
Montana
|
$581K
|
–
|
–
|
–
|
|
|
204
|
EP Wealth Advisors
Torrance,
California
|
$573K
|
+$2.12K
|
+21
|
+0.3%
|
|
|
205
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$571K
|
–
|
–
|
–
|
|
|
206
|
Geneos Wealth Management
Englewood,
Colorado
|
$568K
|
+$284K
|
+2,810
|
+81%
|
|
|
207
|
Synovus Financial
Columbus,
Georgia
|
$561K
|
-$35.9K
|
-355
|
-5%
|
|
|
208
|
Eastern Bank
Boston,
Massachusetts
|
$560K
|
-$42.4K
|
-420
|
-6%
|
|
|
209
|
Kickstand Ventures
Pittsford,
New York
|
$558K
|
+$178K
|
+1,763
|
+40%
|
|
|
210
|
Franklin Resources
San Mateo,
California
|
$556K
|
–
|
–
|
–
|
|
|
211
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$550K
|
-$12.7K
|
-126
|
-2%
|
|
|
212
|
Family Office Research
Bethesda,
Maryland
|
$540K
|
-$8.38K
|
-83
|
-1%
|
|
|
213
|
Ridgeline Wealth
Mesa,
Arizona
|
$540K
|
–
|
–
|
–
|
|
|
214
|
Clearstead Advisors
Cleveland,
Ohio
|
$538K
|
-$8.48K
|
-84
|
-1%
|
|
|
215
|
Bollard Group
Boston,
Massachusetts
|
$535K
|
+$202
|
+2
|
+0%
|
|
|
216
|
Strategic Blueprint
Atlanta,
Georgia
|
$531K
|
+$157K
|
+1,553
|
+36%
|
|
|
217
|
SOA Wealth Advisors
New York
|
$524K
|
+$303
|
+3
|
+0.1%
|
|
|
218
|
Southland Equity Partners
Wildwood,
Missouri
|
$521K
|
+$45.2K
|
+448
|
+8%
|
|
|
219
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$517K
|
–
|
–
|
–
|
|
|
220
|
Bank of New York Mellon
New York
|
$513K
|
-$196K
|
-1,937
|
-25%
|
|
|
221
|
SteelPeak Wealth
Woodland Hills,
California
|
$509K
|
-$37.7M
|
-373,562
|
-99%
|
|
|
222
|
Becker Capital Management
Portland,
Oregon
|
$508K
|
–
|
–
|
–
|
|
|
223
|
Concurrent Investment Advisors
Tampa,
Florida
|
$501K
|
-$44K
|
-436
|
-7%
|
|
|
224
|
Kennedy Investment Group
West Depford,
New Jersey
|
$497K
|
+$94.8K
|
+939
|
+21%
|
|
|
225
|
Empirical Wealth Management
Seattle,
Washington
|
$485K
|
–
|
–
|
–
|
|
