|
176
|
Durante & Waters
Brewster,
New York
|
$4.38M
|
+$1.3M
|
+31,366
|
+45%
|
|
|
177
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.36M
|
+$272K
|
+6,544
|
+7%
|
|
|
178
|
Bank of New York Mellon
New York
|
$4.28M
|
+$1.1M
|
+26,545
|
+37%
|
|
|
179
|
Kestra Advisory Services
Austin,
Texas
|
$4.13M
|
-$621K
|
-14,976
|
-14%
|
|
|
180
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$4.12M
|
+$64.4K
|
+1,553
|
+2%
|
|
|
181
|
Tacita Capital
Toronto,
Ontario, Canada
|
$4.05M
|
+$116K
|
+2,793
|
+3%
|
|
|
182
|
ICICI Prudential Asset Management
Mumbai,
India
|
$3.95M
|
–
|
–
|
–
|
|
|
183
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.95M
|
-$230K
|
-5,546
|
-6%
|
|
|
184
|
Davenport & Co
Richmond,
Virginia
|
$3.89M
|
-$3.11K
|
-75
|
-0.1%
|
|
|
185
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.84M
|
+$21.9K
|
+527
|
+0.6%
|
|
|
186
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$3.84M
|
-$105K
|
-2,530
|
-3%
|
|
|
187
|
Flagstar Advisors
New York
|
$3.79M
|
-$2.81M
|
-67,677
|
-44%
|
|
|
188
|
|
$3.67M
|
+$3.9K
|
+94
|
+0.1%
|
|
|
189
|
First Foundation Advisors
Irvine,
California
|
$3.66M
|
+$724K
|
+17,440
|
+26%
|
|
|
190
|
49 Wealth Management
Austin,
Texas
|
$3.65M
|
-$1.66M
|
-40,075
|
-32%
|
|
|
191
|
Warner Financial
Bethesda,
Maryland
|
$3.63M
|
+$74.7K
|
+1,801
|
+2%
|
|
|
192
|
SFM LLC
Manchester,
New Hampshire
|
$3.63M
|
+$3.4K
|
+82
|
+0.1%
|
|
|
193
|
May Barnhard Investments
Bethesda,
Maryland
|
$3.6M
|
+$111K
|
+2,670
|
+3%
|
|
|
194
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.54M
|
+$77.4K
|
+1,866
|
+2%
|
|
|
195
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.54M
|
+$72.3K
|
+1,742
|
+2%
|
|
|
196
|
MFA Wealth Services
Thousand Oaks,
California
|
$3.52M
|
+$1.16M
|
+28,034
|
+52%
|
|
|
197
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.51M
|
+$3.37M
|
+81,154
|
New
|
|
|
198
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$3.44M
|
+$1.19M
|
+28,759
|
+57%
|
|
|
199
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.23M
|
+$353K
|
+8,505
|
+13%
|
|
|
200
|
Truist Financial
Charlotte,
North Carolina
|
$3.23M
|
+$305K
|
+7,346
|
+11%
|
|
