|
251
|
Bank of New York Mellon
New York
|
$1.28M
|
-$152K
|
-5,773
|
-11%
|
|
|
252
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.28M
|
+$11.6K
|
+440
|
+0.9%
|
|
|
253
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.26M
|
+$28.3K
|
+1,075
|
+2%
|
|
|
254
|
Truist Financial
Charlotte,
North Carolina
|
$1.25M
|
+$1.21M
|
+45,880
|
New
|
|
|
255
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.24M
|
+$24K
|
+912
|
+2%
|
|
|
256
|
Successful Portfolios
Clearwater,
Florida
|
$1.24M
|
+$50.6K
|
+1,919
|
+4%
|
|
|
257
|
Trellis Advisors
Ellensburg,
Washington
|
$1.24M
|
-$14.2K
|
-540
|
-1%
|
|
|
258
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.21M
|
-$42.5K
|
-1,612
|
-4%
|
|
|
259
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.21M
|
+$2.16K
|
+82
|
+0.2%
|
|
|
260
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.19M
|
+$99.7K
|
+3,782
|
+10%
|
|
|
261
|
CVA Family Office
Denver,
Colorado
|
$1.18M
|
+$1.14M
|
+43,124
|
New
|
|
|
262
|
Sunbelt Securities
Houston,
Texas
|
$1.18M
|
+$1.13M
|
+42,948
|
New
|
|
|
263
|
Colony Group
Boston,
Massachusetts
|
$1.14M
|
-$54.7K
|
-2,074
|
-5%
|
|
|
264
|
Level Four Advisory Services
Dallas,
Texas
|
$1.14M
|
-$5.17M
|
-196,245
|
-82%
|
|
|
265
|
Rafferty Asset Management
New York
|
$1.12M
|
+$33.5K
|
+1,270
|
+3%
|
|
|
266
|
Centric Wealth Management
Chicago,
Illinois
|
$1.11M
|
+$567K
|
+21,522
|
+112%
|
|
|
267
|
Laidlaw Wealth Management
New York City,
New York
|
$1.11M
|
+$1.07M
|
+40,466
|
New
|
|
|
268
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.1M
|
-$394K
|
-14,945
|
-27%
|
|
|
269
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.1M
|
+$246K
|
+9,331
|
+30%
|
|
|
270
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.09M
|
-$134K
|
-5,082
|
-12%
|
|
|
271
|
Cohen Klingenstein
New York
|
$1.08M
|
–
|
–
|
–
|
|
|
272
|
CCG Wealth Management
San Diego,
California
|
$1.08M
|
-$179K
|
-6,783
|
-15%
|
|
|
273
|
Islay Capital Management
Lubbock,
Texas
|
$1.08M
|
+$1.04M
|
+39,406
|
New
|
|
|
274
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.07M
|
-$22.3K
|
-847
|
-2%
|
|
|
275
|
WealthSource Partners
San Luis Obispo,
California
|
$1.06M
|
-$2.06M
|
-78,178
|
-67%
|
|
