|
201
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
202
|
Atria Investments
Charlotte,
North Carolina
|
$1.04M
|
-$258K
|
-1,436
|
-21%
|
|
|
203
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.03M
|
+$990K
|
+5,520
|
New
|
|
|
204
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.02M
|
-$142K
|
-793
|
-13%
|
|
|
205
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.01M
|
-$2.51K
|
-14
|
-0.3%
|
|
|
206
|
Pinnacle Associates
New York
|
$1.01M
|
+$266K
|
+1,485
|
+38%
|
|
|
207
|
RhumbLine Advisers
Boston,
Massachusetts
|
$975K
|
+$936K
|
+5,215
|
New
|
|
|
208
|
SVB Wealth
Boston,
Massachusetts
|
$932K
|
–
|
–
|
–
|
|
|
209
|
Clearstead Advisors
Cleveland,
Ohio
|
$924K
|
+$75.4K
|
+420
|
+9%
|
|
|
210
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$909K
|
–
|
–
|
–
|
|
|
211
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$895K
|
-$38K
|
-212
|
-4%
|
|
|
212
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$895K
|
+$859K
|
+4,787
|
New
|
|
|
213
|
Cedar Wealth Management
Walnut Creek,
California
|
$893K
|
+$1.61K
|
+9
|
+0.2%
|
|
|
214
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$871K
|
-$66.2K
|
-369
|
-7%
|
|
|
215
|
Avantax Advisory Services
Dallas,
Texas
|
$867K
|
+$45.9K
|
+256
|
+6%
|
|
|
216
|
Evergreen Capital Management
Bellevue,
Washington
|
$858K
|
+$114K
|
+638
|
+16%
|
|
|
217
|
XML Financial
Bethesda,
Maryland
|
$857K
|
+$179
|
+1
|
+0%
|
|
|
218
|
MMBG Investment Advisors
Miami,
Florida
|
$851K
|
–
|
–
|
–
|
|
|
219
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$845K
|
-$30.1K
|
-168
|
-4%
|
|
|
220
|
AE Wealth Management
Topeka,
Kansas
|
$841K
|
+$567K
|
+3,161
|
+236%
|
|
|
221
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$833K
|
-$95.3K
|
-531
|
-11%
|
|
|
222
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$824K
|
+$2.33K
|
+13
|
+0.3%
|
|
|
223
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$818K
|
+$11.5K
|
+64
|
+1%
|
|
|
224
|
Vivaldi Capital Management
Chicago,
Illinois
|
$814K
|
-$17.4K
|
-97
|
-2%
|
|
|
225
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$805K
|
-$84K
|
-468
|
-10%
|
|
