|
201
|
Ancora Advisors
Cleveland,
Ohio
|
$362K
|
-$296K
|
-2,792
|
Closed
|
|
|
202
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$349K
|
+$339K
|
+3,194
|
New
|
|
|
203
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$346K
|
-$126K
|
-1,182
|
-27%
|
|
|
204
|
Comerica Securities
Detroit,
Michigan
|
$345K
|
+$335K
|
+3,154
|
New
|
|
|
205
|
Choreo LLC
Rockford,
Illinois
|
$327K
|
-$22.6K
|
-213
|
-7%
|
|
|
206
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$308K
|
-$15.4K
|
-145
|
-5%
|
|
|
207
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$298K
|
+$287K
|
+2,707
|
New
|
|
|
208
|
Brown Advisory
Baltimore,
Maryland
|
$297K
|
-$881K
|
-8,300
|
-75%
|
|
|
209
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
210
|
BOK Financial Private Wealth
Denver,
Colorado
|
$283K
|
–
|
–
|
–
|
|
|
211
|
Gupta Wealth Management
San Diego,
California
|
$283K
|
+$274K
|
+2,585
|
New
|
|
|
212
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$279K
|
+$4.99K
|
+47
|
+2%
|
|
|
213
|
Community Financial Services Group
Newport,
Vermont
|
$277K
|
–
|
–
|
–
|
|
|
214
|
Boston Advisors
Boston,
Massachusetts
|
$273K
|
+$265K
|
+2,500
|
New
|
|
|
215
|
EP Wealth Advisors
Torrance,
California
|
$267K
|
+$39.8K
|
+375
|
+18%
|
|
|
216
|
Next Financial Group
Houston,
Texas
|
$262K
|
-$77K
|
-725
|
-23%
|
|
|
217
|
SouthState Corp
Winter Haven,
Florida
|
$259K
|
–
|
–
|
–
|
|
|
218
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$255K
|
–
|
–
|
–
|
|
|
219
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$254K
|
+$246K
|
+2,314
|
+23,140%
|
|
|
220
|
Truepoint Inc
Cincinnati,
Ohio
|
$254K
|
-$41.8K
|
-394
|
-15%
|
|
|
221
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$251K
|
+$121K
|
+1,138
|
+99%
|
|
|
222
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$248K
|
+$11.6K
|
+109
|
+5%
|
|
|
223
|
Wealthcare Capital Management
Richmond,
Virginia
|
$245K
|
–
|
–
|
–
|
|
|
224
|
|
$244K
|
–
|
–
|
–
|
|
|
225
|
BOK Financial
Tulsa,
Oklahoma
|
$243K
|
+$235K
|
+2,217
|
New
|
|
