|
201
|
Graypoint LLC
Albany,
New York
|
$690K
|
-$124K
|
-2,475
|
-15%
|
|
|
202
|
Whitney & Co
Rochester,
New York
|
$671K
|
-$177K
|
-3,524
|
-21%
|
|
|
203
|
Independent Family Office
Albany,
New York
|
$667K
|
-$25.1K
|
-500
|
-4%
|
|
|
204
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$660K
|
+$30.1K
|
+600
|
+5%
|
|
|
205
|
Tradition Wealth Management
Edina,
Minnesota
|
$654K
|
+$25.2K
|
+502
|
+4%
|
|
|
206
|
Sovereign Financial Group
Stamford,
Connecticut
|
$623K
|
+$623K
|
+12,434
|
New
|
|
|
207
|
Foster & Motley
Cincinnati,
Ohio
|
$599K
|
+$61.4K
|
+1,225
|
+11%
|
|
|
208
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$594K
|
-$359K
|
-7,158
|
-38%
|
|
|
209
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$572K
|
+$84.9K
|
+1,693
|
+17%
|
|
|
210
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$571K
|
+$116K
|
+2,309
|
+25%
|
|
|
211
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$571K
|
+$571K
|
+11,396
|
New
|
|
|
212
|
Next Financial Group
Houston,
Texas
|
$569K
|
+$14.6K
|
+292
|
+3%
|
|
|
213
|
Global Retirement Partners
San Rafael,
California
|
$559K
|
–
|
–
|
–
|
|
|
214
|
Providence First Trust
Scottsdale,
Arizona
|
$529K
|
+$1K
|
+20
|
+0.2%
|
|
|
215
|
KeyBank National Association
Cleveland,
Ohio
|
$523K
|
+$5.01K
|
+100
|
+1%
|
|
|
216
|
TownSquare Capital
Provo,
Utah
|
$523K
|
+$29.3K
|
+584
|
+6%
|
|
|
217
|
Tranquility Partners
Brentwood,
Tennessee
|
$520K
|
-$416K
|
-8,302
|
-44%
|
|
|
218
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$517K
|
+$517K
|
+10,315
|
New
|
|
|
219
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$501K
|
+$501K
|
+10,000
|
New
|
|
|
220
|
Wealthgate Family Office
Boulder,
Colorado
|
$501K
|
+$501K
|
+10,000
|
New
|
|
|
221
|
Mattern Wealth Management
Lawrence,
Kansas
|
$497K
|
-$9.68M
|
-193,102
|
-95%
|
|
|
222
|
Vicus Capital
State College,
Pennsylvania
|
$456K
|
-$21.4K
|
-426
|
-4%
|
|
|
223
|
Meridian Management
Little Rock,
Arkansas
|
$449K
|
–
|
–
|
–
|
|
|
224
|
55I LLC
Boston,
Massachusetts
|
$438K
|
-$90.2K
|
-1,799
|
-17%
|
|
|
225
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$436K
|
-$70.2K
|
-1,400
|
-14%
|
|
