|
176
|
Independent Family Office
Albany,
New York
|
$1.38M
|
–
|
–
|
–
|
|
|
177
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.36M
|
+$70.6K
|
+3,435
|
+5%
|
|
|
178
|
|
$1.34M
|
+$773K
|
+37,599
|
+130%
|
|
|
179
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.32M
|
+$620K
|
+30,174
|
+85%
|
|
|
180
|
Private Client Services
Louisville,
Kentucky
|
$1.3M
|
+$368K
|
+17,888
|
+38%
|
|
|
181
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.28M
|
+$15.8K
|
+770
|
+1%
|
|
|
182
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.28M
|
-$274K
|
-13,327
|
-17%
|
|
|
183
|
IHT Wealth Management
Chicago,
Illinois
|
$1.27M
|
-$283K
|
-13,756
|
-18%
|
|
|
184
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.27M
|
-$534K
|
-25,994
|
-29%
|
|
|
185
|
NWAM LLC
Mercer Island,
Washington
|
$1.26M
|
+$11.4K
|
+557
|
+0.9%
|
|
|
186
|
Park Avenue Securities
New York
|
$1.22M
|
+$1.02M
|
+49,727
|
+453%
|
|
|
187
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
188
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.21M
|
–
|
–
|
–
|
|
|
189
|
M&T Bank
Buffalo,
New York
|
$1.21M
|
-$21.4K
|
-1,040
|
-2%
|
|
|
190
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$1.2M
|
-$103
|
-5
|
-0%
|
|
|
191
|
Valued Retirements
Houston,
Texas
|
$1.18M
|
+$468K
|
+22,768
|
+64%
|
|
|
192
|
Rossby Financial
Melbourne,
Florida
|
$1.15M
|
+$1.18M
|
+57,334
|
New
|
|
|
193
|
G&S Capital
Denver,
Colorado
|
$1.14M
|
+$59.3K
|
+2,884
|
+5%
|
|
|
194
|
|
$1.14M
|
+$25.7K
|
+1,250
|
+2%
|
|
|
195
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.13M
|
+$50K
|
+2,430
|
+5%
|
|
|
196
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.12M
|
-$559K
|
-27,200
|
-33%
|
|
|
197
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.08M
|
-$25.7K
|
-1,250
|
-2%
|
|
|
198
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1.08M
|
–
|
–
|
–
|
|
|
199
|
Security National Bank
Omaha,
Nebraska
|
$1.03M
|
–
|
–
|
–
|
|
|
200
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.03M
|
+$131K
|
+6,353
|
+14%
|
|
