|
226
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$517K
|
-$20.1K
|
-412
|
-4%
|
|
|
227
|
Curated Wealth Partners
El Segundo,
California
|
$516K
|
–
|
–
|
–
|
|
|
228
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$516K
|
–
|
–
|
–
|
|
|
229
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$507K
|
+$78.7K
|
+1,612
|
+18%
|
|
|
230
|
Comerica Bank
Dallas,
Texas
|
$488K
|
+$146K
|
+2,999
|
+42%
|
|
|
231
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$478K
|
+$484K
|
+9,912
|
New
|
|
|
232
|
Citizens Financial Group
Providence,
Rhode Island
|
$463K
|
+$781
|
+16
|
+0.2%
|
|
|
233
|
Tortoise Investment Management
White Plains,
New York
|
$446K
|
+$196K
|
+4,018
|
+77%
|
|
|
234
|
Family Management
New York
|
$433K
|
-$623K
|
-12,766
|
-59%
|
|
|
235
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$426K
|
-$977
|
-20
|
-0.2%
|
|
|
236
|
DB Wealth Management Group
San Diego,
California
|
$418K
|
-$25.7K
|
-526
|
-6%
|
|
|
237
|
Viridian RIA
Bothell,
Washington
|
$417K
|
-$517K
|
-10,578
|
Closed
|
|
|
238
|
Lido Advisors
Los Angeles,
California
|
$413K
|
-$71.1K
|
-1,455
|
-15%
|
|
|
239
|
Evergreen Capital Management
Bellevue,
Washington
|
$401K
|
-$1.66K
|
-34
|
-0.4%
|
|
|
240
|
TFC Financial Management
Boston,
Massachusetts
|
$401K
|
+$347K
|
+7,103
|
+585%
|
|
|
241
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$398K
|
+$1.51K
|
+31
|
+0.4%
|
|
|
242
|
Moser Wealth Advisors
Bellevue,
Washington
|
$392K
|
–
|
–
|
–
|
|
|
243
|
Equitable Holdings
New York
|
$377K
|
-$34.2K
|
-700
|
-8%
|
|
|
244
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$362K
|
–
|
–
|
–
|
|
|
245
|
Steward Partners Investment Advisory
New York
|
$354K
|
-$1.72M
|
-35,230
|
-83%
|
|
|
246
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$354K
|
-$81.3K
|
-1,665
|
-18%
|
|
|
247
|
CX Institutional
Auburn,
Indiana
|
$353K
|
-$16.4K
|
-336
|
-4%
|
|
|
248
|
Aries Wealth Management
Portland,
Maine
|
$351K
|
+$65.2K
|
+1,335
|
+23%
|
|
|
249
|
Prospera Financial Services
Dallas,
Texas
|
$349K
|
+$353K
|
+7,232
|
New
|
|
|
250
|
Financial Advantage
Columbia,
Maryland
|
$342K
|
–
|
–
|
–
|
|
