|
201
|
Newton One Investments
Newark,
Delaware
|
$1.57M
|
+$225K
|
+2,041
|
+17%
|
|
|
202
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.57M
|
-$2.42K
|
-22
|
-0.2%
|
|
|
203
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.55M
|
-$20.7K
|
-188
|
-1%
|
|
|
204
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.53M
|
-$67K
|
-608
|
-4%
|
|
|
205
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.53M
|
+$1.52M
|
+13,834
|
New
|
|
|
206
|
Truist Financial
Charlotte,
North Carolina
|
$1.52M
|
-$1.38M
|
-12,494
|
-48%
|
|
|
207
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.51M
|
+$5.51K
|
+50
|
+0.4%
|
|
|
208
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$1.49M
|
+$148K
|
+1,340
|
+11%
|
|
|
209
|
Eagle Bay Advisors
New York
|
$1.47M
|
+$620K
|
+5,625
|
+74%
|
|
|
210
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.46M
|
-$70.4M
|
-638,662
|
-98%
|
|
|
211
|
Vance Wealth
Santa Clarita,
California
|
$1.45M
|
-$112K
|
-1,018
|
-7%
|
|
|
212
|
Pure Financial Advisors
San Diego,
California
|
$1.44M
|
-$15.5K
|
-141
|
-1%
|
|
|
213
|
Zhang Financial
Portage,
Michigan
|
$1.44M
|
+$441
|
+4
|
+0%
|
|
|
214
|
Shufro Rose & Co
New York
|
$1.43M
|
+$257K
|
+2,333
|
+22%
|
|
|
215
|
McLean Asset Management
Tysons,
Virginia
|
$1.43M
|
-$53.3K
|
-484
|
-4%
|
|
|
216
|
Cresset Asset Management
Chicago,
Illinois
|
$1.43M
|
+$1.05M
|
+9,550
|
+281%
|
|
|
217
|
Northern Trust
Chicago,
Illinois
|
$1.43M
|
+$35.9K
|
+326
|
+3%
|
|
|
218
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.36M
|
+$15.2K
|
+138
|
+1%
|
|
|
219
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.35M
|
+$334K
|
+3,032
|
+33%
|
|
|
220
|
Tectonic Advisors
Frisco,
Texas
|
$1.35M
|
+$102K
|
+927
|
+8%
|
|
|
221
|
AllSquare Wealth Management
Albany,
New York
|
$1.34M
|
-$19.3K
|
-175
|
-1%
|
|
|
222
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.32M
|
+$19.1K
|
+173
|
+1%
|
|
|
223
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.29M
|
+$2.98K
|
+27
|
+0.2%
|
|
|
224
|
M&T Bank
Buffalo,
New York
|
$1.29M
|
-$506K
|
-4,589
|
-28%
|
|
|
225
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.28M
|
+$4.19K
|
+38
|
+0.3%
|
|
