|
176
|
Roundview Capital
Princeton,
New Jersey
|
$1.29M
|
-$9.76K
|
-311
|
-0.8%
|
|
|
177
|
Kestra Advisory Services
Austin,
Texas
|
$1.26M
|
+$1.26M
|
+40,144
|
New
|
|
|
178
|
Gradient Capital Advisors
San Diego,
California
|
$1.25M
|
+$7.03K
|
+224
|
+0.6%
|
|
|
179
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.23M
|
-$668K
|
-21,288
|
-35%
|
|
|
180
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.22M
|
+$683K
|
+21,755
|
+127%
|
|
|
181
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.16M
|
+$39.4K
|
+1,255
|
+4%
|
|
|
182
|
Franklin Resources
San Mateo,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
183
|
Retirement Group
San Diego,
California
|
$1.13M
|
+$81K
|
+2,581
|
+8%
|
|
|
184
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.11M
|
+$1.11M
|
+35,372
|
New
|
|
|
185
|
Wealthquest
Cincinnati,
Ohio
|
$1.11M
|
+$31.7K
|
+1,012
|
+3%
|
|
|
186
|
Atria Investments
Charlotte,
North Carolina
|
$1.11M
|
+$42.7K
|
+1,360
|
+4%
|
|
|
187
|
Level Four Advisory Services
Dallas,
Texas
|
$1.09M
|
-$1.04M
|
-33,029
|
-49%
|
|
|
188
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.09M
|
+$15.6K
|
+498
|
+1%
|
|
|
189
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.08M
|
+$47.1K
|
+1,500
|
+5%
|
|
|
190
|
Bank of New York Mellon
New York
|
$1.08M
|
+$181K
|
+5,756
|
+20%
|
|
|
191
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.07M
|
+$171K
|
+5,437
|
+19%
|
|
|
192
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.07M
|
+$1.07M
|
+34,156
|
New
|
|
|
193
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.03M
|
+$261K
|
+8,310
|
+34%
|
|
|
194
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1M
|
+$68.2K
|
+2,175
|
+7%
|
|
|
195
|
WhitTier Trust Company
Reno,
Nevada
|
$994K
|
-$9.41K
|
-300
|
-0.9%
|
|
|
196
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$990K
|
+$990K
|
+31,551
|
New
|
|
|
197
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$976K
|
-$20.7M
|
-660,963
|
-95%
|
|
|
198
|
Raymond James Trust
St. Petersburg,
Florida
|
$971K
|
+$274K
|
+8,732
|
+39%
|
|
|
199
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$969K
|
+$93.2K
|
+2,972
|
+11%
|
|
|
200
|
Whittier Trust
South Pasadena,
California
|
$961K
|
–
|
–
|
–
|
|
