|
201
|
Clearstead Trust
Portland,
Maine
|
$1.24M
|
–
|
–
|
–
|
|
|
202
|
ProVise Management Group
Clearwater,
Florida
|
$1.24M
|
-$5.43K
|
-107
|
-0.4%
|
|
|
203
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.24M
|
+$1.25M
|
+24,699
|
New
|
|
|
204
|
Intrua Financial
Houston,
Texas
|
$1.24M
|
+$77.7K
|
+1,531
|
+7%
|
|
|
205
|
Spire Wealth Management
Mclean,
Virginia
|
$1.23M
|
+$65.1K
|
+1,284
|
+6%
|
|
|
206
|
VanEck Associates
New York
|
$1.22M
|
-$58.4K
|
-1,151
|
-5%
|
|
|
207
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$1.22M
|
+$40.6K
|
+800
|
+3%
|
|
|
208
|
Beacon Financial Group
Dallas,
Texas
|
$1.17M
|
-$50.8K
|
-1,001
|
-4%
|
|
|
209
|
Victory Capital Management
San Antonio,
Texas
|
$1.16M
|
-$558
|
-11
|
-0%
|
|
|
210
|
Prospera Financial Services
Dallas,
Texas
|
$1.15M
|
+$898K
|
+17,709
|
+346%
|
|
|
211
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.14M
|
-$14.4K
|
-283
|
-1%
|
|
|
212
|
HB Wealth Management
Atlanta,
Georgia
|
$1.14M
|
+$4.72K
|
+93
|
+0.4%
|
|
|
213
|
Pinnacle Associates
New York
|
$1.12M
|
+$58.1K
|
+1,145
|
+5%
|
|
|
214
|
Linscomb Wealth
Houston,
Texas
|
$1.12M
|
+$267K
|
+5,258
|
+31%
|
|
|
215
|
Huntington National Bank
Columbus,
Ohio
|
$1.11M
|
+$28.9K
|
+569
|
+3%
|
|
|
216
|
MGO Private Wealth
Irvine,
California
|
$1.11M
|
-$78.6K
|
-1,550
|
-7%
|
|
|
217
|
Pacer Advisors
Malvern,
Pennsylvania
|
$1.1M
|
+$68.1K
|
+1,343
|
+7%
|
|
|
218
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.1M
|
-$3.41M
|
-67,217
|
-75%
|
|
|
219
|
SL Advisors
Westfield,
New Jersey
|
$1.1M
|
–
|
–
|
–
|
|
|
220
|
Magnolia Capital Management
Cold Spring,
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
221
|
IFP Advisors
Tampa,
Florida
|
$1.03M
|
+$223K
|
+4,391
|
+43%
|
|
|
222
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.01M
|
-$2.54K
|
-50
|
-0.2%
|
|
|
223
|
Birch Capital Management
Dallas,
Texas
|
$1.01M
|
+$637K
|
+12,562
|
+167%
|
|
|
224
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$1M
|
+$126K
|
+2,477
|
+14%
|
|
|
225
|
Advisor OS
Chicago,
Illinois
|
$993K
|
–
|
–
|
–
|
|
