|
201
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$2.41M
|
-$422K
|
-4,213
|
-15%
|
|
|
202
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.4M
|
-$49.3K
|
-492
|
-2%
|
|
|
203
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.38M
|
+$342K
|
+3,414
|
+17%
|
|
|
204
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.37M
|
-$82.4K
|
-822
|
-3%
|
|
|
205
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.36M
|
+$106K
|
+1,055
|
+5%
|
|
|
206
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.36M
|
-$27.3K
|
-272
|
-1%
|
|
|
207
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$2.35M
|
+$147K
|
+1,464
|
+7%
|
|
|
208
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.33M
|
+$374K
|
+3,728
|
+19%
|
|
|
209
|
Avantax Advisory Services
Dallas,
Texas
|
$2.33M
|
+$1.16M
|
+11,597
|
+101%
|
|
|
210
|
Aviance Capital Partners
Naples,
Florida
|
$2.32M
|
-$77.7K
|
-775
|
-3%
|
|
|
211
|
Crabel Capital Management
Los Angeles,
California
|
$2.29M
|
+$10.1K
|
+101
|
+0.4%
|
|
|
212
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.28M
|
-$24.7K
|
-246
|
-1%
|
|
|
213
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$2.24M
|
-$118K
|
-1,177
|
-5%
|
|
|
214
|
Financial Strategies Group
Okemos,
Michigan
|
$2.23M
|
-$56.3K
|
-562
|
-2%
|
|
|
215
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.22M
|
+$246K
|
+2,454
|
+12%
|
|
|
216
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$2.17M
|
-$104K
|
-1,035
|
-5%
|
|
|
217
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.14M
|
-$28.3K
|
-282
|
-1%
|
|
|
218
|
HCR Wealth Advisors
Los Angeles,
California
|
$2.13M
|
-$33.6K
|
-335
|
-2%
|
|
|
219
|
WJ Interests
Sugar Land,
Texas
|
$2.11M
|
-$301K
|
-2,999
|
-12%
|
|
|
220
|
Brown Advisory
Baltimore,
Maryland
|
$2.1M
|
-$1.5M
|
-14,930
|
-42%
|
|
|
221
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$2.09M
|
-$788K
|
-7,865
|
-27%
|
|
|
222
|
Sachetta
Lynnfield,
Massachusetts
|
$2.08M
|
–
|
–
|
–
|
|
|
223
|
Avid Wealth Partners
San Antonio,
Texas
|
$2.06M
|
-$1.16M
|
-11,613
|
-36%
|
|
|
224
|
Klingman & Associates
New York
|
$2.06M
|
–
|
–
|
–
|
|
|
225
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2.06M
|
+$37.4K
|
+373
|
+2%
|
|
