|
201
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.48M
|
+$1.48M
|
+19,560
|
New
|
|
|
202
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.46M
|
-$188K
|
-2,485
|
-11%
|
|
|
203
|
|
$1.45M
|
+$1.45M
|
+19,216
|
New
|
|
|
204
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.45M
|
+$520K
|
+6,885
|
+56%
|
|
|
205
|
Kestra Advisory Services
Austin,
Texas
|
$1.45M
|
+$732K
|
+9,685
|
+102%
|
|
|
206
|
HeadInvest LLC
Portland,
Maine
|
$1.44M
|
+$985K
|
+13,034
|
+216%
|
|
|
207
|
Farrell Financial
Orchard Park,
New York
|
$1.42M
|
+$36.1K
|
+478
|
+3%
|
|
|
208
|
Diversify Wealth Management
Sandy,
Utah
|
$1.4M
|
+$559K
|
+7,403
|
+67%
|
|
|
209
|
Diversify Advisory Services
Sandy,
Utah
|
$1.4M
|
+$1.4M
|
+18,524
|
New
|
|
|
210
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.4M
|
-$19.2M
|
-254,598
|
-93%
|
|
|
211
|
Vision Capital Management
Portland,
Oregon
|
$1.4M
|
+$31.7K
|
+419
|
+2%
|
|
|
212
|
Valmark Advisers
Akron,
Ohio
|
$1.38M
|
+$1.38M
|
+18,292
|
New
|
|
|
213
|
Praetorian Wealth Management
Carmel,
California
|
$1.38M
|
–
|
–
|
–
|
|
|
214
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.38M
|
-$7.56K
|
-100
|
-0.5%
|
|
|
215
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
216
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$1.35M
|
+$1.35M
|
+17,895
|
New
|
|
|
217
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.34M
|
+$1.34M
|
+17,719
|
New
|
|
|
218
|
Morton Capital Management
Calabasas,
California
|
$1.3M
|
+$1.3M
|
+17,190
|
New
|
|
|
219
|
Bank of New York Mellon
New York
|
$1.28M
|
+$1.27M
|
+16,851
|
New
|
|
|
220
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.27M
|
+$1.27M
|
+16,850
|
New
|
|
|
221
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.26M
|
+$10.7K
|
+142
|
+0.9%
|
|
|
222
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.26M
|
+$1.26M
|
+16,621
|
New
|
|
|
223
|
Successful Portfolios
Clearwater,
Florida
|
$1.23M
|
+$516K
|
+6,829
|
+72%
|
|
|
224
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.22M
|
-$1.81M
|
-23,912
|
-60%
|
|
|
225
|
&Partners
Nashville,
Tennessee
|
$1.21M
|
-$1.39M
|
-18,451
|
-53%
|
|
