|
226
|
High Falls Advisors
Rochester,
New York
|
$2.08M
|
-$128K
|
-1,269
|
-6%
|
|
|
227
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.07M
|
+$397K
|
+3,939
|
+24%
|
|
|
228
|
Occidental Asset Management
Burlingame,
California
|
$2.05M
|
+$17.9K
|
+178
|
+0.9%
|
|
|
229
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2.05M
|
-$58.6K
|
-581
|
-3%
|
|
|
230
|
Belpointe Asset Management
Reno,
Nevada
|
$2.05M
|
+$393K
|
+3,897
|
+24%
|
|
|
231
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2M
|
+$603K
|
+5,981
|
+44%
|
|
|
232
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.98M
|
+$14.6K
|
+145
|
+0.8%
|
|
|
233
|
Coastline Trust
Providence,
Rhode Island
|
$1.97M
|
+$150K
|
+1,487
|
+8%
|
|
|
234
|
Abbrea Capital
Greenbrae,
California
|
$1.95M
|
-$9.98K
|
-99
|
-0.5%
|
|
|
235
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.94M
|
-$27.8K
|
-276
|
-1%
|
|
|
236
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.92M
|
+$517K
|
+5,128
|
+38%
|
|
|
237
|
KeyBank National Association
Cleveland,
Ohio
|
$1.88M
|
–
|
–
|
–
|
|
|
238
|
Domani Wealth
Lancaster,
Pennsylvania
|
$1.87M
|
+$302
|
+3
|
+0%
|
|
|
239
|
Prospera Financial Services
Dallas,
Texas
|
$1.87M
|
-$29.2K
|
-290
|
-2%
|
|
|
240
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$1.85M
|
-$15.6K
|
-155
|
-0.9%
|
|
|
241
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1.83M
|
-$64.5K
|
-640
|
-3%
|
|
|
242
|
YorkBridge Wealth Partners
New York
|
$1.83M
|
+$46.8K
|
+464
|
+3%
|
|
|
243
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.81M
|
-$57.4K
|
-569
|
-3%
|
|
|
244
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.79M
|
-$3.33K
|
-33
|
-0.2%
|
|
|
245
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.76M
|
+$1.73M
|
+17,141
|
New
|
|
|
246
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.74M
|
+$135K
|
+1,340
|
+9%
|
|
|
247
|
Neuberger Berman Group
New York
|
$1.73M
|
–
|
–
|
–
|
|
|
248
|
Lido Advisors
Los Angeles,
California
|
$1.72M
|
-$7.08M
|
-70,259
|
-81%
|
|
|
249
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.72M
|
+$52.9K
|
+525
|
+3%
|
|
|
250
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.71M
|
+$29.7K
|
+295
|
+2%
|
|
