|
201
|
Proficio Capital Partners
Newton,
Massachusetts
|
$348K
|
–
|
–
|
–
|
|
|
202
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$335K
|
-$73K
|
-1,170
|
-18%
|
|
|
203
|
WealthOne
Albany,
New York
|
$330K
|
+$320K
|
+5,131
|
New
|
|
|
204
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$325K
|
–
|
–
|
–
|
|
|
205
|
Magnus Financial Group
New York
|
$324K
|
-$33.2K
|
-533
|
-10%
|
|
|
206
|
NewEdge Advisors
New Orleans,
Louisiana
|
$322K
|
+$266K
|
+4,272
|
+81%
|
|
|
207
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$322K
|
-$215K
|
-3,446
|
-41%
|
|
|
208
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$320K
|
+$310K
|
+4,970
|
New
|
|
|
209
|
Southland Equity Partners
Wildwood,
Missouri
|
$304K
|
-$8.73K
|
-140
|
-3%
|
|
|
210
|
Avantax Advisory Services
Dallas,
Texas
|
$300K
|
-$183K
|
-2,931
|
-39%
|
|
|
211
|
Fidelity Investments
Boston,
Massachusetts
|
$297K
|
-$8.48K
|
-136
|
-3%
|
|
|
212
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$291K
|
–
|
–
|
–
|
|
|
213
|
Armbruster Capital Management
Pittsford,
New York
|
$283K
|
–
|
–
|
–
|
|
|
214
|
Total Investment Management
Scottsdale,
Arizona
|
$282K
|
-$30.8M
|
-494,137
|
-99%
|
|
|
215
|
Financial Alternatives
La Jolla,
California
|
$275K
|
+$267K
|
+4,277
|
New
|
|
|
216
|
Focus Financial Network
Minneapolis,
Minnesota
|
$275K
|
+$6.61K
|
+106
|
+3%
|
|
|
217
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$265K
|
+$256K
|
+4,111
|
New
|
|
|
218
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
219
|
UG Investment Advisers
Taipei,
Taiwan
|
$257K
|
+$249K
|
+4,000
|
New
|
|
|
220
|
Regions Financial Corp
Birmingham,
Alabama
|
$251K
|
-$37K
|
-593
|
-13%
|
|
|
221
|
Barclays
London,
United Kingdom
|
$250K
|
+$124K
|
+1,987
|
+105%
|
|
|
222
|
Whittier Trust
South Pasadena,
California
|
$244K
|
–
|
–
|
–
|
|
|
223
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$236K
|
–
|
–
|
–
|
|
|
224
|
Destiny Wealth Partners
Tavares,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
225
|
Cumberland Advisors
Sarasota,
Florida
|
$234K
|
–
|
–
|
–
|
|
