|
201
|
MAS Advisors
Miami,
Florida
|
$2.75M
|
+$815K
|
+8,047
|
+43%
|
|
|
202
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$2.71M
|
-$216K
|
-2,131
|
-7%
|
|
|
203
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.7M
|
+$145K
|
+1,427
|
+6%
|
|
|
204
|
Neumann Capital Management
Foster City,
California
|
$2.64M
|
-$29.7K
|
-293
|
-1%
|
|
|
205
|
UMB Bank
Kansas City,
Missouri
|
$2.63M
|
-$48.6K
|
-480
|
-2%
|
|
|
206
|
Waverly Advisors
Birmingham,
Alabama
|
$2.62M
|
+$163K
|
+1,611
|
+7%
|
|
|
207
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.6M
|
+$76.6K
|
+756
|
+3%
|
|
|
208
|
Leavell Investment Management
Mobile,
Alabama
|
$2.6M
|
+$493K
|
+4,869
|
+23%
|
|
|
209
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.58M
|
+$113K
|
+1,113
|
+5%
|
|
|
210
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$2.55M
|
+$302K
|
+2,980
|
+13%
|
|
|
211
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$1.02M
|
+10,107
|
+68%
|
|
|
212
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.51M
|
+$7.39K
|
+73
|
+0.3%
|
|
|
213
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.5M
|
+$2.5M
|
+24,664
|
New
|
|
|
214
|
Wealthstream Advisors
New York
|
$2.48M
|
+$843K
|
+8,324
|
+52%
|
|
|
215
|
Natixis Advisors
Boston,
Massachusetts
|
$2.47M
|
-$1.51M
|
-14,923
|
-38%
|
|
|
216
|
Parallel Advisors
San Francisco,
California
|
$2.46M
|
+$10.1K
|
+100
|
+0.4%
|
|
|
217
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$2.41M
|
+$2.41M
|
+23,820
|
New
|
|
|
218
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.39M
|
+$186K
|
+1,837
|
+8%
|
|
|
219
|
Tortoise Investment Management
White Plains,
New York
|
$2.38M
|
-$86.7K
|
-856
|
-4%
|
|
|
220
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.34M
|
+$102K
|
+1,004
|
+5%
|
|
|
221
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.33M
|
+$34.5K
|
+341
|
+2%
|
|
|
222
|
Atria Wealth Solutions
New York
|
$2.3M
|
+$2.3M
|
+22,752
|
New
|
|
|
223
|
NEPC LLC
Boston,
Massachusetts
|
$2.3M
|
-$301K
|
-2,970
|
-12%
|
|
|
224
|
Lindbrook Capital
Calabasas,
California
|
$2.3M
|
+$33.8K
|
+334
|
+1%
|
|
|
225
|
Treynor Bancshares
Treynor,
Iowa
|
$2.29M
|
-$22.8K
|
-225
|
-1%
|
|
