|
201
|
|
$2.64M
|
-$390K
|
-10,550
|
-12%
|
|
|
202
|
Wakefield Asset Management
Englewood,
Colorado
|
$2.64M
|
-$25.8K
|
-697
|
-0.9%
|
|
|
203
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.6M
|
+$107K
|
+2,905
|
+4%
|
|
|
204
|
City National Bank of Florida
Miami,
Florida
|
$2.57M
|
+$544K
|
+14,706
|
+25%
|
|
|
205
|
Vise Technologies
New York
|
$2.54M
|
–
|
–
|
–
|
|
|
206
|
Matrix Private Capital Group
New York
|
$2.5M
|
+$1.14M
|
+30,769
|
+78%
|
|
|
207
|
MML Investors Services
Springfield,
Massachusetts
|
$2.48M
|
+$405K
|
+10,937
|
+18%
|
|
|
208
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.48M
|
+$81.3K
|
+2,197
|
+3%
|
|
|
209
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$2.43M
|
-$159K
|
-4,300
|
-6%
|
|
|
210
|
HUB Investment Partners
Austin,
Texas
|
$2.42M
|
+$2.52M
|
+68,148
|
New
|
|
|
211
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.39M
|
+$54.9K
|
+1,485
|
+2%
|
|
|
212
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$2.36M
|
-$1.02M
|
-27,484
|
-29%
|
|
|
213
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.31M
|
+$321K
|
+8,683
|
+15%
|
|
|
214
|
St. James Investment Company
Southlake,
Texas
|
$2.3M
|
-$808K
|
-21,835
|
-25%
|
|
|
215
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.27M
|
-$18.5K
|
-500
|
-0.8%
|
|
|
216
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.27M
|
-$27.7K
|
-750
|
-1%
|
|
|
217
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$2.22M
|
-$14.8K
|
-400
|
-0.6%
|
|
|
218
|
KeyBank National Association
Cleveland,
Ohio
|
$2.17M
|
+$1.85M
|
+50,000
|
+449%
|
|
|
219
|
G&S Capital
Denver,
Colorado
|
$2.16M
|
+$186K
|
+5,018
|
+9%
|
|
|
220
|
Rossby Financial
Melbourne,
Florida
|
$2.15M
|
-$1.85K
|
-50
|
-0.1%
|
|
|
221
|
Avenir Corporation
Alexandria,
Virginia
|
$2.14M
|
–
|
–
|
–
|
|
|
222
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.13M
|
–
|
–
|
–
|
|
|
223
|
Quantinno Capital Management
New York
|
$2.12M
|
+$114K
|
+3,093
|
+5%
|
|
|
224
|
ORG Wealth Partners
Dallas,
Texas
|
$2.11M
|
-$413K
|
-11,159
|
-16%
|
|
|
225
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$2.07M
|
+$2.16M
|
+58,311
|
New
|
|
