|
201
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.4M
|
-$426K
|
-6,007
|
-24%
|
|
|
202
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.35M
|
-$52.6K
|
-741
|
-4%
|
|
|
203
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.33M
|
+$1.27M
|
+17,864
|
New
|
|
|
204
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.32M
|
+$259K
|
+3,651
|
+26%
|
|
|
205
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.3M
|
-$90.4K
|
-1,273
|
-7%
|
|
|
206
|
Atomi Financial Group
New York
|
$1.29M
|
+$1.24M
|
+17,532
|
New
|
|
|
207
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.24M
|
+$47.4K
|
+668
|
+4%
|
|
|
208
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.22M
|
+$287K
|
+4,044
|
+33%
|
|
|
209
|
Howard Financial Services
Dallas,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
210
|
ProVise Management Group
Clearwater,
Florida
|
$1.14M
|
-$111K
|
-1,569
|
-9%
|
|
|
211
|
Trilogy Capital
Irvine,
California
|
$1.13M
|
+$124K
|
+1,740
|
+13%
|
|
|
212
|
Ascension Capital Advisors
Houston,
Texas
|
$1.09M
|
-$4.61K
|
-65
|
-0.4%
|
|
|
213
|
Patten Group
Chattanooga,
Tennessee
|
$1.04M
|
-$22.2K
|
-313
|
-2%
|
|
|
214
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.03M
|
+$155K
|
+2,179
|
+18%
|
|
|
215
|
Anchor Investment Management
Columbia,
South Carolina
|
$994K
|
-$1.63K
|
-23
|
-0.2%
|
|
|
216
|
Meitav Investment House
Bene-Beraq,
Israel
|
$978K
|
+$430K
|
+6,063
|
+87%
|
|
|
217
|
Wealthfront Advisers
Palo Alto,
California
|
$975K
|
+$160K
|
+2,250
|
+21%
|
|
|
218
|
J.W. Cole Advisors
Tampa,
Florida
|
$965K
|
-$63.4K
|
-893
|
-6%
|
|
|
219
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$946K
|
-$3.64M
|
-51,345
|
-80%
|
|
|
220
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$942K
|
–
|
–
|
–
|
|
|
221
|
Van Den Berg Management I
Austin,
Texas
|
$922K
|
-$26.9K
|
-379
|
-3%
|
|
|
222
|
Raymond James Trust
St. Petersburg,
Florida
|
$920K
|
+$11.4K
|
+160
|
+1%
|
|
|
223
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$915K
|
+$51.8K
|
+730
|
+6%
|
|
|
224
|
Fidelity Investments
Boston,
Massachusetts
|
$913K
|
+$48.1K
|
+677
|
+6%
|
|
|
225
|
WhitTier Trust Company
Reno,
Nevada
|
$908K
|
–
|
–
|
–
|
|
