|
226
|
Private Trust Company
Cleveland,
Ohio
|
$1.22M
|
-$17.7K
|
-240
|
-1%
|
|
|
227
|
Florida Financial Advisors
Tampa,
Florida
|
$1.22M
|
-$136K
|
-1,854
|
-10%
|
|
|
228
|
Allworth Financial
Folsom,
California
|
$1.2M
|
-$12.8K
|
-174
|
-1%
|
|
|
229
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$1.2M
|
+$1.32K
|
+18
|
+0.1%
|
|
|
230
|
Mission Wealth Management
Santa Barbara,
California
|
$1.19M
|
+$1.19M
|
+16,122
|
New
|
|
|
231
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$1.18M
|
-$32.7K
|
-444
|
-3%
|
|
|
232
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.17M
|
+$45K
|
+612
|
+4%
|
|
|
233
|
Belpointe Asset Management
Reno,
Nevada
|
$1.15M
|
-$318K
|
-4,320
|
-22%
|
|
|
234
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.13M
|
+$1.13M
|
+15,318
|
New
|
|
|
235
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$1.13M
|
-$136K
|
-1,848
|
-11%
|
|
|
236
|
|
$1.12M
|
+$1.12M
|
+15,180
|
New
|
|
|
237
|
IFP Advisors
Tampa,
Florida
|
$1.11M
|
+$222K
|
+3,018
|
+25%
|
|
|
238
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
239
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.1M
|
+$224K
|
+3,042
|
+26%
|
|
|
240
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.1M
|
-$98.5K
|
-1,338
|
-8%
|
|
|
241
|
Vise Technologies
New York
|
$1.07M
|
+$482K
|
+6,546
|
+83%
|
|
|
242
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$1.06M
|
+$1.77K
|
+24
|
+0.2%
|
|
|
243
|
Bank of New York Mellon
New York
|
$1.06M
|
-$132K
|
-1,800
|
-11%
|
|
|
244
|
IEQ Capital
Foster City,
California
|
$1.01M
|
+$41.1K
|
+558
|
+4%
|
|
|
245
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$1.01M
|
+$15.5K
|
+210
|
+2%
|
|
|
246
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1M
|
-$680K
|
-9,240
|
-41%
|
|
|
247
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$996K
|
-$20.3K
|
-276
|
-2%
|
|
|
248
|
EP Wealth Advisors
Torrance,
California
|
$996K
|
+$989K
|
+13,440
|
New
|
|
|
249
|
Ignite Planners
San Clemente,
California
|
$995K
|
-$23K
|
-312
|
-2%
|
|
|
250
|
Kestra Private Wealth Services
Austin,
Texas
|
$979K
|
+$135K
|
+1,830
|
+16%
|
|
