|
201
|
Matrix Trust Company
Denver,
Colorado
|
$6.03M
|
-$144K
|
-1,878
|
-2%
|
|
|
202
|
New York Life Investment Management
New York
|
$5.98M
|
+$238K
|
+3,092
|
+4%
|
|
|
203
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$5.74M
|
-$53.7K
|
-698
|
-0.9%
|
|
|
204
|
Atria Investments
Charlotte,
North Carolina
|
$5.74M
|
-$266K
|
-3,457
|
-4%
|
|
|
205
|
FLC Capital Advisors
Palm Desert,
California
|
$5.71M
|
+$5.66M
|
+73,675
|
New
|
|
|
206
|
Guggenheim Capital
Chicago,
Illinois
|
$5.71M
|
+$638K
|
+8,298
|
+13%
|
|
|
207
|
Strategic Financial Partners
Bend,
Oregon
|
$5.64M
|
-$6.24M
|
-81,113
|
-53%
|
|
|
208
|
Perigon Wealth Management
San Francisco,
California
|
$5.63M
|
+$5.58M
|
+72,625
|
New
|
|
|
209
|
Stephens Inc
Little Rock,
Arkansas
|
$5.6M
|
+$11.6K
|
+151
|
+0.2%
|
|
|
210
|
Manning & Napier Group
Fairport,
New York
|
$5.58M
|
–
|
–
|
–
|
|
|
211
|
Family CFO
Los Altos,
California
|
$5.56M
|
+$2.06M
|
+26,846
|
+60%
|
|
|
212
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.56M
|
+$2.12M
|
+27,570
|
+62%
|
|
|
213
|
First National Trust
Hermitage,
Pennsylvania
|
$5.5M
|
-$216K
|
-2,815
|
-4%
|
|
|
214
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$5.32M
|
+$508K
|
+6,604
|
+11%
|
|
|
215
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.22M
|
+$19.5K
|
+254
|
+0.4%
|
|
|
216
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.2M
|
-$2.08M
|
-27,075
|
-29%
|
|
|
217
|
Capasso Planning Partners
Charleston,
South Carolina
|
$5.08M
|
-$193K
|
-2,516
|
-4%
|
|
|
218
|
US Financial Advisors
Braintree,
Massachusetts
|
$4.99M
|
-$3.67M
|
-47,767
|
-43%
|
|
|
219
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.97M
|
-$124K
|
-1,609
|
-2%
|
|
|
220
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.92M
|
–
|
–
|
–
|
|
|
221
|
Central Trust Company
Jefferson City,
Missouri
|
$4.87M
|
+$3.85M
|
+50,105
|
+393%
|
|
|
222
|
BOK Financial
Tulsa,
Oklahoma
|
$4.8M
|
-$784K
|
-10,200
|
-14%
|
|
|
223
|
KCS Wealth Advisory
Los Angeles,
California
|
$4.74M
|
-$121K
|
-1,572
|
-3%
|
|
|
224
|
Meeder Advisory Services
Dublin,
Ohio
|
$4.73M
|
+$4.69M
|
+60,961
|
New
|
|
|
225
|
MML Investors Services
Springfield,
Massachusetts
|
$4.7M
|
+$147K
|
+1,910
|
+3%
|
|
