|
201
|
Freestone Capital Holdings
Seattle,
Washington
|
$7.79M
|
-$2.43M
|
-27,519
|
-22%
|
|
|
202
|
Source Financial Advisors
New York
|
$7.74M
|
+$348K
|
+3,934
|
+4%
|
|
|
203
|
King Wealth Management Group
Naples,
Florida
|
$7.63M
|
+$63.4K
|
+717
|
+0.8%
|
|
|
204
|
Sanford Advisory Services
Portage,
Michigan
|
$7.47M
|
-$488K
|
-5,521
|
-6%
|
|
|
205
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.37M
|
-$886K
|
-10,024
|
-10%
|
|
|
206
|
Naples Global Advisors
Naples,
Florida
|
$7.27M
|
+$51.7K
|
+585
|
+0.6%
|
|
|
207
|
Financial Management Professionals
Austin,
Texas
|
$7.08M
|
+$183K
|
+2,073
|
+2%
|
|
|
208
|
JSF Financial
Los Angeles,
California
|
$7M
|
+$6.35M
|
+71,867
|
+445%
|
|
|
209
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$6.96M
|
+$2.12M
|
+23,982
|
+38%
|
|
|
210
|
Argent Trust Co
Nashville,
Tennessee
|
$6.95M
|
+$87K
|
+984
|
+1%
|
|
|
211
|
American Portfolios Advisors
Holbrook,
New York
|
$6.84M
|
-$18.1M
|
-204,696
|
-70%
|
|
|
212
|
Wealthspire Advisors (New York)
New York
|
$6.79M
|
+$5.28M
|
+59,719
|
+233%
|
|
|
213
|
Doliver Advisors
Houston,
Texas
|
$6.62M
|
+$1.88M
|
+21,219
|
+34%
|
|
|
214
|
Glenview Trust
Louisville,
Kentucky
|
$6.58M
|
+$477K
|
+5,394
|
+7%
|
|
|
215
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.39M
|
+$8.31K
|
+94
|
+0.1%
|
|
|
216
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$6.38M
|
-$15.3K
|
-173
|
-0.2%
|
|
|
217
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$6.36M
|
-$1.01M
|
-11,424
|
-13%
|
|
|
218
|
Northwest Wealth Management
Spencer,
Iowa
|
$6.28M
|
+$1.93M
|
+21,871
|
+38%
|
|
|
219
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$6.28M
|
+$27K
|
+305
|
+0.4%
|
|
|
220
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.24M
|
-$47.4K
|
-536
|
-0.7%
|
|
|
221
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$6.15M
|
-$369K
|
-4,178
|
-5%
|
|
|
222
|
|
$6M
|
-$511K
|
-5,777
|
-7%
|
|
|
223
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$5.96M
|
–
|
–
|
–
|
|
|
224
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.89M
|
-$14.7M
|
-166,754
|
-69%
|
|
|
225
|
Wade Financial Advisory
Campbell,
California
|
$5.88M
|
+$365K
|
+4,130
|
+6%
|
|
