|
226
|
Klingman & Associates
New York
|
$712K
|
+$645
|
+13
|
+0.1%
|
|
|
227
|
Fidelis Capital Partners
Tampa,
Florida
|
$702K
|
-$36.7K
|
-740
|
-5%
|
|
|
228
|
Sequoia Financial Advisors
Akron,
Ohio
|
$693K
|
+$11.2K
|
+225
|
+2%
|
|
|
229
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$691K
|
-$40.3K
|
-812
|
-5%
|
|
|
230
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$683K
|
+$9.67K
|
+195
|
+1%
|
|
|
231
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$676K
|
-$264K
|
-5,324
|
-27%
|
|
|
232
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$656K
|
-$172K
|
-3,459
|
-20%
|
|
|
233
|
|
$634K
|
+$104K
|
+2,099
|
+19%
|
|
|
234
|
Livet Wealth
Salt Lake City,
Utah
|
$626K
|
-$5.9K
|
-119
|
-0.9%
|
|
|
235
|
McLean Asset Management
Tysons,
Virginia
|
$612K
|
-$150K
|
-3,016
|
-19%
|
|
|
236
|
American Century Companies
Kansas City,
Missouri
|
$602K
|
-$5.25M
|
-105,783
|
-89%
|
|
|
237
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$602K
|
+$620K
|
+12,505
|
New
|
|
|
238
|
Omega Financial Group
Santa Barbara,
California
|
$596K
|
-$4.17K
|
-84
|
-0.7%
|
|
|
239
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$587K
|
+$42K
|
+846
|
+7%
|
|
|
240
|
Essex Financial Services
Essex,
Connecticut
|
$586K
|
+$794
|
+16
|
+0.1%
|
|
|
241
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$580K
|
+$843
|
+17
|
+0.1%
|
|
|
242
|
Breakwater Investment Management
Seattle,
Washington
|
$559K
|
+$373K
|
+7,523
|
+184%
|
|
|
243
|
Amara Financial
San Francisco,
California
|
$559K
|
+$1.24K
|
+25
|
+0.2%
|
|
|
244
|
Simon Quick Advisors
Morristown,
New Jersey
|
$555K
|
–
|
–
|
–
|
|
|
245
|
Oath Planning
Tulsa,
Oklahoma
|
$553K
|
+$1.29K
|
+26
|
+0.2%
|
|
|
246
|
Hardin Capital Partners
Greenville,
South Carolina
|
$550K
|
+$23.7K
|
+477
|
+4%
|
|
|
247
|
Lantz Financial
Naperville,
Illinois
|
$545K
|
–
|
–
|
–
|
|
|
248
|
Belpointe Asset Management
Reno,
Nevada
|
$542K
|
-$8.33K
|
-168
|
-1%
|
|
|
249
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$542K
|
-$8.33K
|
-168
|
-1%
|
|
|
250
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$537K
|
-$85.7K
|
-1,727
|
-13%
|
|
