|
201
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.72M
|
-$259K
|
-8,699
|
-5%
|
|
|
202
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$4.6M
|
+$95.8K
|
+3,214
|
+2%
|
|
|
203
|
Diversify Wealth Management
Sandy,
Utah
|
$4.59M
|
-$27.2K
|
-914
|
-0.6%
|
|
|
204
|
Selby Wealth Management
Emeryville,
California
|
$4.57M
|
+$4.53M
|
+152,087
|
New
|
|
|
205
|
Steele Capital Management
Dubuque,
Iowa
|
$4.55M
|
+$99K
|
+3,322
|
+2%
|
|
|
206
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$4.54M
|
-$77.6K
|
-2,604
|
-2%
|
|
|
207
|
Family Investment Center
Saint Joseph,
Missouri
|
$4.48M
|
-$73.9K
|
-2,479
|
-2%
|
|
|
208
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$4.45M
|
-$12.3K
|
-413
|
-0.3%
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$4.43M
|
-$22.2K
|
-744
|
-0.5%
|
|
|
210
|
Natixis Advisors
Boston,
Massachusetts
|
$4.42M
|
+$629K
|
+21,102
|
+17%
|
|
|
211
|
New York Life Investment Management
New York
|
$4.39M
|
-$1.49M
|
-49,933
|
-26%
|
|
|
212
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$4.38M
|
-$18.1K
|
-608
|
-0.4%
|
|
|
213
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.38M
|
+$1.66M
|
+55,792
|
+62%
|
|
|
214
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.3M
|
+$29.2K
|
+981
|
+0.7%
|
|
|
215
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.28M
|
+$14.9K
|
+499
|
+0.4%
|
|
|
216
|
Code Waechter
Tampa,
Florida
|
$4.27M
|
-$98.5K
|
-3,303
|
-2%
|
|
|
217
|
Fidelity Investments
Boston,
Massachusetts
|
$4.25M
|
+$375K
|
+12,586
|
+10%
|
|
|
218
|
Valpey Financial Services
Concord,
New Hampshire
|
$4.22M
|
-$43K
|
-1,442
|
-1%
|
|
|
219
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$4.2M
|
+$4.16M
|
+139,573
|
New
|
|
|
220
|
Capital Planning
Bellevue,
Washington
|
$4.19M
|
+$514K
|
+17,238
|
+14%
|
|
|
221
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.14M
|
-$189K
|
-6,341
|
-4%
|
|
|
222
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.14M
|
-$60K
|
-2,013
|
-1%
|
|
|
223
|
Sage Financial Management Group
Mclean,
Virginia
|
$4.12M
|
-$12.5K
|
-420
|
-0.3%
|
|
|
224
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$4.09M
|
-$64.2K
|
-2,154
|
-2%
|
|
|
225
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.09M
|
+$4.06M
|
+136,155
|
New
|
|
