|
201
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.02M
|
+$437K
|
+15,030
|
+76%
|
|
|
202
|
AlphaQ Advisors
Winter Park,
Florida
|
$1M
|
+$998K
|
+34,348
|
New
|
|
|
203
|
Transatlantique Private Wealth
New York
|
$970K
|
+$964K
|
+33,173
|
New
|
|
|
204
|
Whittier Trust
South Pasadena,
California
|
$936K
|
–
|
–
|
–
|
|
|
205
|
Prosperity Wealth Management
San Ramon,
California
|
$929K
|
-$62.1K
|
-2,136
|
-6%
|
|
|
206
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$886K
|
-$23.4K
|
-804
|
-3%
|
|
|
207
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$870K
|
-$1.15M
|
-39,533
|
-57%
|
|
|
208
|
Aspire Private Capital
Cornelius,
North Carolina
|
$869K
|
+$357K
|
+12,291
|
+71%
|
|
|
209
|
Paladin Wealth
Arden Hills,
Minnesota
|
$842K
|
+$837K
|
+28,807
|
New
|
|
|
210
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$836K
|
+$831K
|
+28,589
|
New
|
|
|
211
|
Concurrent Investment Advisors
Tampa,
Florida
|
$814K
|
+$253K
|
+8,701
|
+45%
|
|
|
212
|
Cary Street Partners
Richmond,
Virginia
|
$802K
|
-$1.03M
|
-35,329
|
-56%
|
|
|
213
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$801K
|
+$796K
|
+27,392
|
+342,400%
|
|
|
214
|
SWMG LLC
Fort Worth,
Texas
|
$800K
|
+$794K
|
+27,308
|
New
|
|
|
215
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$789K
|
+$479K
|
+16,482
|
+157%
|
|
|
216
|
Focus Partners Wealth
Boston,
Massachusetts
|
$787K
|
-$83.7K
|
-2,878
|
-10%
|
|
|
217
|
Maia Wealth
Denver,
Colorado
|
$786K
|
+$157K
|
+5,390
|
+25%
|
|
|
218
|
|
$783K
|
–
|
–
|
–
|
|
|
219
|
Breakwater Investment Management
Seattle,
Washington
|
$781K
|
–
|
–
|
–
|
|
|
220
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$779K
|
-$175K
|
-6,024
|
-18%
|
|
|
221
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$772K
|
-$52.3K
|
-1,800
|
-6%
|
|
|
222
|
WorthPointe
La Jolla,
California
|
$755K
|
+$340K
|
+11,712
|
+83%
|
|
|
223
|
Calton & Associates
Tampa,
Florida
|
$731K
|
–
|
–
|
–
|
|
|
224
|
Winch Advisory Services
Appleton,
Wisconsin
|
$716K
|
-$8.14K
|
-280
|
-1%
|
|
|
225
|
|
$705K
|
+$194K
|
+6,666
|
+38%
|
|
