|
201
|
Trivium Point Advisory
Westport,
Connecticut
|
$2.03M
|
+$219K
|
+3,190
|
+12%
|
|
|
202
|
Simplex Trading
Chicago,
Illinois
|
$2.03M
|
–
|
–
|
–
|
|
|
203
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$2M
|
+$132K
|
+1,921
|
+7%
|
|
|
204
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.98M
|
-$411K
|
-6,000
|
-17%
|
|
|
205
|
Comerica Bank
Dallas,
Texas
|
$1.98M
|
+$1.07M
|
+15,630
|
+118%
|
|
|
206
|
EP Wealth Advisors
Torrance,
California
|
$1.95M
|
-$7.6K
|
-111
|
-0.4%
|
|
|
207
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.95M
|
+$2.04M
|
+29,747
|
New
|
|
|
208
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.94M
|
+$1.96M
|
+28,561
|
+2,674%
|
|
|
209
|
Bank of New York Mellon
New York
|
$1.94M
|
+$24.8K
|
+362
|
+1%
|
|
|
210
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.93M
|
-$17.5K
|
-255
|
-0.9%
|
|
|
211
|
RiverGlades Family Offices
Naples,
Florida
|
$1.89M
|
-$2.06K
|
-30
|
-0.1%
|
|
|
212
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
-$2.04M
|
-29,823
|
-51%
|
|
|
213
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.82M
|
+$39.3K
|
+573
|
+2%
|
|
|
214
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.74M
|
+$342
|
+5
|
+0%
|
|
|
215
|
Collective Family Office
York,
Pennsylvania
|
$1.72M
|
-$41.1K
|
-600
|
-2%
|
|
|
216
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.7M
|
-$69.2K
|
-1,010
|
-4%
|
|
|
217
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.7M
|
+$1.77M
|
+25,901
|
New
|
|
|
218
|
Xcel Wealth Management
Holly Hill,
Florida
|
$1.66M
|
+$127K
|
+1,859
|
+8%
|
|
|
219
|
American Portfolios Advisors
Holbrook,
New York
|
$1.66M
|
+$366K
|
+5,340
|
+27%
|
|
|
220
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.66M
|
+$98.8K
|
+1,442
|
+6%
|
|
|
221
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.63M
|
-$195K
|
-2,842
|
-10%
|
|
|
222
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.61M
|
+$1.68M
|
+24,556
|
New
|
|
|
223
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.6M
|
–
|
–
|
–
|
|
|
224
|
Parthenon LLC
Louisville,
Kentucky
|
$1.59M
|
–
|
–
|
–
|
|
|
225
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.58M
|
–
|
–
|
–
|
|
