|
201
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
202
|
James Investment Research
Alpha,
Ohio
|
$1.02M
|
+$38.2K
|
+375
|
+4%
|
|
|
203
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.02M
|
-$54.8K
|
-538
|
-5%
|
|
|
204
|
One Day In July LLC
Burlington,
Vermont
|
$1.02M
|
-$179K
|
-1,754
|
-15%
|
|
|
205
|
Astoria Portfolio Advisors
New York
|
$1.02M
|
-$80.7K
|
-793
|
-7%
|
|
|
206
|
PFG Advisors
Phoenix,
Arizona
|
$1.01M
|
-$25.8K
|
-253
|
-3%
|
|
|
207
|
Peak Financial Management
Wellesley,
Massachusetts
|
$986K
|
+$171K
|
+1,684
|
+21%
|
|
|
208
|
GenWealth Group
Maplewood,
New Jersey
|
$980K
|
-$11.2K
|
-110
|
-1%
|
|
|
209
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$965K
|
+$130K
|
+1,280
|
+16%
|
|
|
210
|
LexAurum Advisors
Overland Park,
Kansas
|
$963K
|
+$199K
|
+1,956
|
+26%
|
|
|
211
|
Keebeck Wealth Management
Chicago,
Illinois
|
$958K
|
-$72.2K
|
-709
|
-7%
|
|
|
212
|
TSA Wealth Management
Houston,
Texas
|
$927K
|
+$647K
|
+6,360
|
+238%
|
|
|
213
|
Ascent Group
Virginia Beach,
Virginia
|
$912K
|
-$52.4K
|
-515
|
-5%
|
|
|
214
|
My Legacy Advisors
Bend,
Oregon
|
$905K
|
-$76.4K
|
-750
|
-8%
|
|
|
215
|
New Potomac Partners
Bethesda,
Maryland
|
$898K
|
-$30.5K
|
-300
|
-3%
|
|
|
216
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$897K
|
+$136K
|
+1,334
|
+18%
|
|
|
217
|
ASB Consultores
Aventura,
Florida
|
$897K
|
–
|
–
|
–
|
|
|
218
|
Prudential plc
London, England,
United Kingdom
|
$897K
|
+$73.3K
|
+720
|
+9%
|
|
|
219
|
Centaurus Financial
Anaheim,
California
|
$892K
|
+$884K
|
+8,684
|
New
|
|
|
220
|
Cypress Wealth Services
Palm Desert,
California
|
$874K
|
+$122K
|
+1,196
|
+16%
|
|
|
221
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$873K
|
+$275K
|
+2,706
|
+47%
|
|
|
222
|
|
$870K
|
+$140K
|
+1,378
|
+19%
|
|
|
223
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$852K
|
+$845K
|
+8,299
|
New
|
|
|
224
|
Global Retirement Partners
San Rafael,
California
|
$852K
|
+$135K
|
+1,326
|
+19%
|
|
|
225
|
Mercer Global Advisors
Denver,
Colorado
|
$845K
|
-$186K
|
-1,823
|
-18%
|
|
