|
301
|
Carret Asset Management
New York
|
$251K
|
-$10K
|
-90
|
-4%
|
|
|
302
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$248K
|
+$147K
|
+1,320
|
+145%
|
|
|
303
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$243K
|
+$1K
|
+9
|
+0.4%
|
|
|
304
|
Saxony Capital Management
St. Louis,
Missouri
|
$242K
|
+$25.4K
|
+228
|
+12%
|
|
|
305
|
SeaCrest Wealth Management
Purchase,
New York
|
$241K
|
-$111
|
-1
|
-0%
|
|
|
306
|
Cresset Asset Management
Chicago,
Illinois
|
$241K
|
-$44.8K
|
-402
|
-16%
|
|
|
307
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$238K
|
–
|
–
|
–
|
|
|
308
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$236K
|
+$237K
|
+2,130
|
New
|
|
|
309
|
Darrow Company
Needham,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
310
|
Vivaldi Capital Management
Chicago,
Illinois
|
$224K
|
+$212K
|
+1,902
|
New
|
|
|
311
|
Advisory Alpha
Holland,
Michigan
|
$224K
|
+$1.45K
|
+13
|
+0.6%
|
|
|
312
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$221K
|
–
|
–
|
–
|
|
|
313
|
Payne Capital Management
New York
|
$221K
|
+$223K
|
+2,000
|
New
|
|
|
314
|
Frank Rimerman Advisors
Palo Alto,
California
|
$220K
|
–
|
–
|
–
|
|
|
315
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$216K
|
–
|
–
|
–
|
|
|
316
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$215K
|
-$2.45K
|
-22
|
-1%
|
|
|
317
|
Focus Partners Wealth
Boston,
Massachusetts
|
$213K
|
+$215K
|
+1,928
|
New
|
|
|
318
|
First Trust Advisors
Wheaton,
Illinois
|
$211K
|
+$213K
|
+1,912
|
New
|
|
|
319
|
WP Advisors
San Francisco,
California
|
$211K
|
+$212K
|
+1,908
|
New
|
|
|
320
|
Fiduciary Alliance
Greenville,
South Carolina
|
$211K
|
+$212K
|
+1,906
|
New
|
|
|
321
|
Atria Wealth Solutions
New York
|
$210K
|
+$211K
|
+1,898
|
New
|
|
|
322
|
Legacy Capital Group California
Los Gatos,
California
|
$204K
|
+$206K
|
+1,849
|
New
|
|
|
323
|
PFG Advisors
Phoenix,
Arizona
|
$204K
|
+$205K
|
+1,842
|
New
|
|
|
324
|
Americana Partners
Houston,
Texas
|
$202K
|
+$203K
|
+1,827
|
New
|
|
|
325
|
SageView Advisory Group
Newport Beach,
California
|
$201K
|
+$203K
|
+1,821
|
New
|
|
