|
201
|
Mercer Global Advisors
Denver,
Colorado
|
$701K
|
+$716K
|
+7,173
|
New
|
|
|
202
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$700K
|
–
|
–
|
–
|
|
|
203
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$685K
|
–
|
–
|
–
|
|
|
204
|
Moulton Wealth Management
Spokane,
Washington
|
$683K
|
+$692K
|
+6,939
|
New
|
|
|
205
|
Concurrent Investment Advisors
Tampa,
Florida
|
$682K
|
-$776K
|
-7,777
|
-53%
|
|
|
206
|
Brown Advisory
Baltimore,
Maryland
|
$679K
|
+$29.9K
|
+300
|
+5%
|
|
|
207
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$653K
|
+$666K
|
+6,680
|
New
|
|
|
208
|
Institute for Wealth Management
Denver,
Colorado
|
$646K
|
+$599
|
+6
|
+0.1%
|
|
|
209
|
Atomi Financial Group
New York
|
$639K
|
+$16.5K
|
+165
|
+3%
|
|
|
210
|
Private Trust Company
Cleveland,
Ohio
|
$638K
|
+$27.7K
|
+278
|
+4%
|
|
|
211
|
MASECO Private Wealth
London,
|
$628K
|
–
|
–
|
–
|
|
|
212
|
Advisortrust Partners
Raleigh,
North Carolina
|
$609K
|
+$622K
|
+6,236
|
New
|
|
|
213
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$595K
|
+$798
|
+8
|
+0.1%
|
|
|
214
|
Advisory Services Network
Atlanta,
Georgia
|
$590K
|
+$2.49K
|
+25
|
+0.4%
|
|
|
215
|
Millennium Management
New York
|
$585K
|
+$598K
|
+5,990
|
New
|
|
|
216
|
WealthShield Partners
Cary,
North Carolina
|
$579K
|
–
|
–
|
–
|
|
|
217
|
Evolution Wealth Advisors
Aventura,
Florida
|
$576K
|
–
|
–
|
–
|
|
|
218
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$566K
|
–
|
–
|
–
|
|
|
219
|
Franklin Resources
San Mateo,
California
|
$554K
|
+$23.9K
|
+240
|
+4%
|
|
|
220
|
Portland Financial Advisors
Port Washington,
New York
|
$553K
|
–
|
–
|
–
|
|
|
221
|
Waverly Advisors
Birmingham,
Alabama
|
$547K
|
-$800K
|
-8,023
|
-59%
|
|
|
222
|
Empowered Funds
Havertown,
Pennsylvania
|
$546K
|
+$557K
|
+5,586
|
New
|
|
|
223
|
IHT Wealth Management
Chicago,
Illinois
|
$542K
|
-$6.68K
|
-67
|
-1%
|
|
|
224
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$524K
|
+$6.49K
|
+65
|
+1%
|
|
|
225
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$521K
|
–
|
–
|
–
|
|
