|
201
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$592K
|
-$208K
|
-5,230
|
-26%
|
|
|
202
|
Trilogy Capital
Irvine,
California
|
$563K
|
-$11.7K
|
-295
|
-2%
|
|
|
203
|
Private Trust Company
Cleveland,
Ohio
|
$562K
|
-$3.94K
|
-99
|
-0.7%
|
|
|
204
|
WNY Asset Management
Williamsville,
New York
|
$556K
|
+$291K
|
+7,315
|
+113%
|
|
|
205
|
Bay Colony Advisors
Concord,
Massachusetts
|
$547K
|
+$2.27K
|
+57
|
+0.4%
|
|
|
206
|
Richardson Financial Services
Medway,
Massachusetts
|
$545K
|
+$53.4K
|
+1,344
|
+11%
|
|
|
207
|
PFG Advisors
Phoenix,
Arizona
|
$539K
|
+$78.8K
|
+1,982
|
+17%
|
|
|
208
|
Williams Jones Wealth Management
New York
|
$539K
|
–
|
–
|
–
|
|
|
209
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$530K
|
-$47.4K
|
-1,192
|
-8%
|
|
|
210
|
Northwest Financial Advisors
Herndon,
Virginia
|
$526K
|
+$1.31K
|
+33
|
+0.3%
|
|
|
211
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$519K
|
+$1.91K
|
+48
|
+0.4%
|
|
|
212
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$507K
|
+$18.3K
|
+459
|
+4%
|
|
|
213
|
First Foundation Advisors
Irvine,
California
|
$501K
|
–
|
–
|
–
|
|
|
214
|
Valmark Advisers
Akron,
Ohio
|
$490K
|
+$173K
|
+4,360
|
+56%
|
|
|
215
|
Westmount Partners
Los Angeles,
California
|
$481K
|
-$129K
|
-3,233
|
-21%
|
|
|
216
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$470K
|
+$1.31K
|
+33
|
+0.3%
|
|
|
217
|
|
$470K
|
-$230K
|
-5,796
|
-33%
|
|
|
218
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$456K
|
+$8.59K
|
+216
|
+2%
|
|
|
219
|
Clearstead Advisors
Cleveland,
Ohio
|
$454K
|
+$4.29K
|
+108
|
+1%
|
|
|
220
|
Heritage Financial Services
Westwood,
Massachusetts
|
$453K
|
+$178K
|
+4,479
|
+66%
|
|
|
221
|
Alaethes Wealth
Glenbrook,
Nevada
|
$446K
|
+$440K
|
+11,065
|
New
|
|
|
222
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$437K
|
+$5.57K
|
+140
|
+1%
|
|
|
223
|
Continuum Advisory
Eagle,
Idaho
|
$429K
|
-$2.5K
|
-63
|
-0.6%
|
|
|
224
|
Barnes Wealth Management Group
Bakersfield,
California
|
$424K
|
+$85.1K
|
+2,139
|
+26%
|
|
|
225
|
Crossmark Global Holdings
Houston,
Texas
|
$397K
|
+$392K
|
+9,852
|
New
|
|
