|
201
|
ProVise Management Group
Clearwater,
Florida
|
$310K
|
-$1.71K
|
-25
|
-0.5%
|
|
|
202
|
Integrated Advisors Network
Dallas,
Texas
|
$308K
|
–
|
–
|
–
|
|
|
203
|
Occidental Asset Management
Burlingame,
California
|
$306K
|
+$1.44K
|
+21
|
+0.4%
|
|
|
204
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$305K
|
-$29.6K
|
-434
|
-8%
|
|
|
205
|
Kestra Advisory Services
Austin,
Texas
|
$297K
|
+$20.2K
|
+295
|
+7%
|
|
|
206
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$297K
|
+$327K
|
+4,785
|
New
|
|
|
207
|
Charles Schwab
San Francisco,
California
|
$289K
|
-$55.1K
|
-807
|
-15%
|
|
|
208
|
TruWealth Advisors
Metairie,
Louisiana
|
$288K
|
-$415K
|
-6,073
|
-57%
|
|
|
209
|
55I LLC
Boston,
Massachusetts
|
$288K
|
-$180K
|
-2,635
|
-36%
|
|
|
210
|
Coombe, Bender & Co
Ellenville,
New York
|
$274K
|
+$5.19K
|
+76
|
+2%
|
|
|
211
|
Wealthspan Partners
Davenport,
Iowa
|
$269K
|
-$32.4K
|
-474
|
-10%
|
|
|
212
|
Eagle Bay Advisors
New York
|
$260K
|
-$40.5K
|
-593
|
-12%
|
|
|
213
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$260K
|
–
|
–
|
–
|
|
|
214
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$257K
|
+$10.2K
|
+150
|
+4%
|
|
|
215
|
Tranquility Partners
Brentwood,
Tennessee
|
$255K
|
-$270K
|
-3,953
|
-49%
|
|
|
216
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$250K
|
-$9.09K
|
-133
|
-3%
|
|
|
217
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$248K
|
-$1.16K
|
-17
|
-0.4%
|
|
|
218
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$236K
|
-$100K
|
-1,471
|
-28%
|
|
|
219
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$231K
|
+$20.6K
|
+301
|
+9%
|
|
|
220
|
Beacon Pointe Advisors
Newport Beach,
California
|
$227K
|
-$60.5K
|
-885
|
-19%
|
|
|
221
|
Arete Wealth Advisors
Chicago,
Illinois
|
$220K
|
+$242K
|
+3,545
|
New
|
|
|
222
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$217K
|
+$240K
|
+3,515
|
New
|
|
|
223
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$213K
|
-$16.3K
|
-238
|
-6%
|
|
|
224
|
Bessemer Group
Woodbridge,
New Jersey
|
$212K
|
–
|
–
|
–
|
|
|
225
|
Curated Wealth Partners
El Segundo,
California
|
$211K
|
-$54.7K
|
-800
|
-19%
|
|
