|
226
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$713K
|
-$117K
|
-2,250
|
-13%
|
|
|
227
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$711K
|
-$86.8K
|
-1,663
|
-10%
|
|
|
228
|
M&T Bank
Buffalo,
New York
|
$704K
|
-$640K
|
-12,257
|
-45%
|
|
|
229
|
Allie Family Office
Miami,
Florida
|
$702K
|
–
|
–
|
–
|
|
|
230
|
|
$696K
|
+$787K
|
+15,088
|
New
|
|
|
231
|
Whittier Trust
South Pasadena,
California
|
$693K
|
-$10.4K
|
-200
|
-1%
|
|
|
232
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$687K
|
-$35.4K
|
-679
|
-4%
|
|
|
233
|
Cresset Asset Management
Chicago,
Illinois
|
$684K
|
+$22.5K
|
+431
|
+3%
|
|
|
234
|
KCS Wealth Advisory
Los Angeles,
California
|
$675K
|
-$25.6K
|
-490
|
-3%
|
|
|
235
|
Kestra Advisory Services
Austin,
Texas
|
$663K
|
-$109K
|
-2,093
|
-13%
|
|
|
236
|
Financial Life Advisors
San Antonio,
Texas
|
$659K
|
–
|
–
|
–
|
|
|
237
|
Institute for Wealth Management
Denver,
Colorado
|
$653K
|
+$6K
|
+115
|
+0.8%
|
|
|
238
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$648K
|
-$31.8K
|
-609
|
-4%
|
|
|
239
|
Private Trust Company
Cleveland,
Ohio
|
$641K
|
-$7.83K
|
-150
|
-1%
|
|
|
240
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$635K
|
-$13.5K
|
-259
|
-2%
|
|
|
241
|
NWAM LLC
Mercer Island,
Washington
|
$625K
|
-$43.3K
|
-830
|
-6%
|
|
|
242
|
Avantax Advisory Services
Dallas,
Texas
|
$624K
|
-$734K
|
-14,070
|
-51%
|
|
|
243
|
IHT Wealth Management
Chicago,
Illinois
|
$612K
|
+$420K
|
+8,050
|
+155%
|
|
|
244
|
Essex Financial Services
Essex,
Connecticut
|
$598K
|
-$52.2K
|
-1,000
|
-7%
|
|
|
245
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$592K
|
+$5.48K
|
+105
|
+0.8%
|
|
|
246
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$591K
|
+$39.5K
|
+757
|
+6%
|
|
|
247
|
Intellectus Partners
San Francisco,
California
|
$586K
|
+$78.3K
|
+1,500
|
+13%
|
|
|
248
|
The Family Firm
Bethesda,
Maryland
|
$585K
|
+$193K
|
+3,707
|
+41%
|
|
|
249
|
Atria Wealth Solutions
New York
|
$580K
|
-$566K
|
-10,846
|
-46%
|
|
|
250
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$580K
|
-$739K
|
-14,169
|
-53%
|
|
