|
201
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
|
202
|
Breakwater Investment Management
Seattle,
Washington
|
$1.16M
|
-$225K
|
-905
|
-16%
|
|
|
203
|
Venturi Wealth Management
Austin,
Texas
|
$1.15M
|
–
|
–
|
–
|
|
|
204
|
Allworth Financial
Folsom,
California
|
$1.14M
|
-$98.5K
|
-397
|
-8%
|
|
|
205
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.12M
|
+$3.72K
|
+15
|
+0.3%
|
|
|
206
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$1.12M
|
–
|
–
|
–
|
|
|
207
|
NBC Securities
Birmingham,
Alabama
|
$1.11M
|
-$28.5K
|
-115
|
-2%
|
|
|
208
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.1M
|
+$341K
|
+1,376
|
+42%
|
|
|
209
|
Vise Technologies
New York
|
$1.1M
|
–
|
–
|
–
|
|
|
210
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.09M
|
-$23.1K
|
-93
|
-2%
|
|
|
211
|
Linscomb Wealth
Houston,
Texas
|
$1.09M
|
+$1.14M
|
+4,599
|
New
|
|
|
212
|
|
$1.08M
|
–
|
–
|
–
|
|
|
213
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.07M
|
-$154K
|
-622
|
-12%
|
|
|
214
|
MKT Advisors
Escondido,
California
|
$1.06M
|
-$41.2K
|
-166
|
-4%
|
|
|
215
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.06M
|
–
|
–
|
–
|
|
|
216
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.06M
|
-$383K
|
-1,543
|
-26%
|
|
|
217
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.04M
|
+$1.09M
|
+4,396
|
New
|
|
|
218
|
Diversify Wealth Management
Sandy,
Utah
|
$1.04M
|
-$82.9K
|
-334
|
-8%
|
|
|
219
|
Flow Traders U.S.
New York
|
$1.03M
|
+$1.08M
|
+4,350
|
New
|
|
|
220
|
Pathstone Holdings
Englewood,
New Jersey
|
$993K
|
–
|
–
|
–
|
|
|
221
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$973K
|
+$14.9K
|
+60
|
+1%
|
|
|
222
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$965K
|
-$2.23K
|
-9
|
-0.2%
|
|
|
223
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$963K
|
-$39.2K
|
-158
|
-4%
|
|
|
224
|
IHT Wealth Management
Chicago,
Illinois
|
$928K
|
-$42.2K
|
-170
|
-4%
|
|
|
225
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$906K
|
+$951K
|
+3,833
|
New
|
|
