|
301
|
Private Trust Company
Cleveland,
Ohio
|
$1.6M
|
-$290K
|
-5,769
|
-15%
|
|
|
302
|
EP Wealth Advisors
Torrance,
California
|
$1.52M
|
-$90.9K
|
-1,805
|
-6%
|
|
|
303
|
IFP Advisors
Tampa,
Florida
|
$1.51M
|
+$537K
|
+10,658
|
+55%
|
|
|
304
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.49M
|
+$214K
|
+4,259
|
+17%
|
|
|
305
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.46M
|
+$361K
|
+7,165
|
+33%
|
|
|
306
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$1.45M
|
-$7.45M
|
-147,949
|
-84%
|
|
|
307
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.43M
|
-$117K
|
-2,333
|
-8%
|
|
|
308
|
UMB Bank
Kansas City,
Missouri
|
$1.42M
|
-$330K
|
-6,551
|
-19%
|
|
|
309
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.41M
|
+$1.12M
|
+22,230
|
+384%
|
|
|
310
|
Quartz Partners
Saratoga Springs,
New York
|
$1.4M
|
+$370K
|
+7,352
|
+36%
|
|
|
311
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.4M
|
+$732K
|
+14,546
|
+110%
|
|
|
312
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$1.39M
|
+$186K
|
+3,693
|
+15%
|
|
|
313
|
Core Wealth Partners
Santa Rosa,
California
|
$1.37M
|
-$42.5K
|
-844
|
-3%
|
|
|
314
|
Flynn Zito Capital Management
Garden City,
New York
|
$1.36M
|
+$10.5K
|
+208
|
+0.8%
|
|
|
315
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1.35M
|
-$36.7K
|
-730
|
-3%
|
|
|
316
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.35M
|
+$41.5K
|
+825
|
+3%
|
|
|
317
|
Park Avenue Securities
New York
|
$1.33M
|
+$294K
|
+5,833
|
+28%
|
|
|
318
|
HF Advisory Group
Annapolis,
Maryland
|
$1.32M
|
+$137K
|
+2,727
|
+12%
|
|
|
319
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.3M
|
-$244K
|
-4,853
|
-16%
|
|
|
320
|
Procyon Advisors
Shelton,
Connecticut
|
$1.28M
|
+$255K
|
+5,066
|
+25%
|
|
|
321
|
Garrison Bradford & Associates
New York
|
$1.28M
|
-$224K
|
-4,450
|
-16%
|
|
|
322
|
Defined Financial Planning
San Rafael,
California
|
$1.26M
|
+$1.27M
|
+25,134
|
New
|
|
|
323
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.22M
|
+$721K
|
+14,323
|
+144%
|
|
|
324
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$1.22M
|
+$1.22M
|
+24,287
|
New
|
|
|
325
|
Belpointe Asset Management
Reno,
Nevada
|
$1.22M
|
-$5.31M
|
-105,545
|
-81%
|
|
