|
201
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.37M
|
–
|
–
|
–
|
|
|
202
|
Breakwater Investment Management
Seattle,
Washington
|
$1.34M
|
-$6.64K
|
-25
|
-0.5%
|
|
|
203
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.33M
|
-$369K
|
-1,389
|
-22%
|
|
|
204
|
Venturi Wealth Management
Austin,
Texas
|
$1.33M
|
–
|
–
|
–
|
|
|
205
|
Arax Advisory Partners
Denver,
Colorado
|
$1.33M
|
+$1.2M
|
+4,522
|
+1,303%
|
|
|
206
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.31M
|
–
|
–
|
–
|
|
|
207
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.3M
|
+$2.39K
|
+9
|
+0.2%
|
|
|
208
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$1.29M
|
–
|
–
|
–
|
|
|
209
|
NBC Securities
Birmingham,
Alabama
|
$1.29M
|
+$3.72K
|
+14
|
+0.3%
|
|
|
210
|
|
$1.26M
|
+$13.3K
|
+50
|
+1%
|
|
|
211
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.26M
|
-$6.11K
|
-23
|
-0.5%
|
|
|
212
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.23M
|
+$425K
|
+1,601
|
+55%
|
|
|
213
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.21M
|
-$19.9K
|
-75
|
-2%
|
|
|
214
|
Compass Financial Management
Tampa,
Florida
|
$1.2M
|
+$1.17M
|
+4,395
|
New
|
|
|
215
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.2M
|
–
|
–
|
–
|
|
|
216
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.2M
|
+$770K
|
+2,898
|
+196%
|
|
|
217
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.19M
|
-$44.4K
|
-167
|
-4%
|
|
|
218
|
QRG Capital Management
Chicago,
Illinois
|
$1.15M
|
+$1.12M
|
+4,217
|
New
|
|
|
219
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.15M
|
-$531
|
-2
|
-0%
|
|
|
220
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
221
|
Corient Private Wealth
Miami,
Florida
|
$1.14M
|
+$241K
|
+909
|
+28%
|
|
|
222
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.13M
|
+$266
|
+1
|
+0%
|
|
|
223
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.12M
|
+$2.39K
|
+9
|
+0.2%
|
|
|
224
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.09M
|
+$91.9K
|
+346
|
+9%
|
|
|
225
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.07M
|
+$1.04M
|
+3,912
|
New
|
|
