|
201
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$701K
|
–
|
–
|
–
|
|
|
202
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$701K
|
+$678K
|
+6,593
|
New
|
|
|
203
|
NEPC LLC
Boston,
Massachusetts
|
$698K
|
+$550K
|
+5,355
|
+441%
|
|
|
204
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$697K
|
+$9.25K
|
+90
|
+1%
|
|
|
205
|
Belpointe Asset Management
Reno,
Nevada
|
$684K
|
-$17.7K
|
-172
|
-3%
|
|
|
206
|
West Financial Advisors
Des Moines,
Iowa
|
$680K
|
-$25.4K
|
-247
|
-4%
|
|
|
207
|
Bank of New York Mellon
New York
|
$680K
|
–
|
–
|
–
|
|
|
208
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$678K
|
-$7.2K
|
-70
|
-1%
|
|
|
209
|
Parsons Capital Management
Providence,
Rhode Island
|
$671K
|
-$10.3K
|
-100
|
-2%
|
|
|
210
|
Oxford Financial Group
Carmel,
Indiana
|
$660K
|
-$103
|
-1
|
-0%
|
|
|
211
|
Western Wealth Management
Golden,
Colorado
|
$650K
|
+$630K
|
+6,132
|
New
|
|
|
212
|
Franklin Resources
San Mateo,
California
|
$645K
|
+$57.5K
|
+559
|
+10%
|
|
|
213
|
Wedbush Securities
Los Angeles,
California
|
$637K
|
+$160K
|
+1,553
|
+35%
|
|
|
214
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$632K
|
+$42.6K
|
+414
|
+7%
|
|
|
215
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$630K
|
+$91.6K
|
+891
|
+18%
|
|
|
216
|
Spire Wealth Management
Mclean,
Virginia
|
$623K
|
+$4.01K
|
+39
|
+0.7%
|
|
|
217
|
Unionview LLC
Seattle,
Washington
|
$619K
|
+$599K
|
+5,828
|
New
|
|
|
218
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$618K
|
+$14.6K
|
+142
|
+3%
|
|
|
219
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$614K
|
+$594K
|
+5,781
|
New
|
|
|
220
|
TriaGen Wealth Management
Calabasas,
California
|
$613K
|
-$1.44K
|
-14
|
-0.2%
|
|
|
221
|
Parallel Advisors
San Francisco,
California
|
$613K
|
+$520K
|
+5,059
|
+709%
|
|
|
222
|
WealthBridge Capital Management
Westerville,
Ohio
|
$588K
|
-$222K
|
-2,156
|
-28%
|
|
|
223
|
Good Life Advisors
Reading,
Pennsylvania
|
$586K
|
+$27.5K
|
+268
|
+5%
|
|
|
224
|
Warner Financial
Bethesda,
Maryland
|
$583K
|
+$564K
|
+5,484
|
New
|
|
|
225
|
Financial Network Wealth Management
Draper,
Utah
|
$575K
|
–
|
–
|
–
|
|
