|
201
|
Bank of New York Mellon
New York
|
$2.88M
|
-$62.8M
|
-1,592,761
|
-96%
|
|
|
202
|
Durante & Waters
Brewster,
New York
|
$2.78M
|
+$785K
|
+19,900
|
+40%
|
|
|
203
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.76M
|
-$122K
|
-3,102
|
-4%
|
|
|
204
|
MGO One Seven
Beachwood,
Ohio
|
$2.76M
|
+$289K
|
+7,324
|
+12%
|
|
|
205
|
|
$2.75M
|
+$87.9K
|
+2,229
|
+3%
|
|
|
206
|
Well Done LLC
Holland,
Michigan
|
$2.75M
|
+$3.15K
|
+80
|
+0.1%
|
|
|
207
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$2.7M
|
+$2.09K
|
+53
|
+0.1%
|
|
|
208
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2.69M
|
+$1.51M
|
+38,236
|
+129%
|
|
|
209
|
Truist Financial
Charlotte,
North Carolina
|
$2.67M
|
-$2.08M
|
-52,770
|
-44%
|
|
|
210
|
First Foundation Advisors
Irvine,
California
|
$2.67M
|
+$808K
|
+20,490
|
+44%
|
|
|
211
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.63M
|
+$23.7K
|
+602
|
+0.9%
|
|
|
212
|
Shum Financial Group
Alameda,
California
|
$2.59M
|
+$40.6K
|
+1,031
|
+2%
|
|
|
213
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.57M
|
-$87.6K
|
-2,221
|
-3%
|
|
|
214
|
Trilogy Capital
Irvine,
California
|
$2.56M
|
-$10.4M
|
-264,401
|
-80%
|
|
|
215
|
WNY Asset Management
Williamsville,
New York
|
$2.55M
|
-$565K
|
-14,327
|
-18%
|
|
|
216
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.49M
|
+$141K
|
+3,564
|
+6%
|
|
|
217
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.46M
|
+$484K
|
+12,281
|
+25%
|
|
|
218
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$2.46M
|
-$116K
|
-2,932
|
-5%
|
|
|
219
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.33M
|
-$247K
|
-6,277
|
-10%
|
|
|
220
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.3M
|
-$2.17K
|
-55
|
-0.1%
|
|
|
221
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.27M
|
-$121K
|
-3,057
|
-5%
|
|
|
222
|
Wealthspire Advisors (New York)
New York
|
$2.26M
|
-$173K
|
-4,377
|
-7%
|
|
|
223
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.25M
|
-$208K
|
-5,267
|
-8%
|
|
|
224
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.25M
|
-$345K
|
-8,758
|
-13%
|
|
|
225
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.19M
|
–
|
–
|
–
|
|
