|
201
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.76M
|
-$49K
|
-295
|
-2%
|
|
|
202
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$2.76M
|
+$2.61M
|
+15,701
|
New
|
|
|
203
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.73M
|
-$14.3K
|
-86
|
-0.6%
|
|
|
204
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.72M
|
+$232K
|
+1,395
|
+10%
|
|
|
205
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.7M
|
+$4.82K
|
+29
|
+0.2%
|
|
|
206
|
Next Financial Group
Houston,
Texas
|
$2.67M
|
-$206K
|
-1,237
|
-8%
|
|
|
207
|
True Link Financial Advisors
San Francisco,
California
|
$2.67M
|
+$2.53M
|
+15,216
|
New
|
|
|
208
|
SouthState Corp
Winter Haven,
Florida
|
$2.63M
|
–
|
–
|
–
|
|
|
209
|
US Bancorp
Minneapolis,
Minnesota
|
$2.61M
|
-$144K
|
-866
|
-6%
|
|
|
210
|
Comerica Securities
Detroit,
Michigan
|
$2.56M
|
–
|
–
|
–
|
|
|
211
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$2.54M
|
+$183K
|
+1,099
|
+8%
|
|
|
212
|
Cypress Wealth Services
Palm Desert,
California
|
$2.5M
|
+$2.37M
|
+14,253
|
New
|
|
|
213
|
Independent Financial Group
San Diego,
California
|
$2.5M
|
+$1.03M
|
+6,217
|
+77%
|
|
|
214
|
|
$2.47M
|
+$6.81K
|
+41
|
+0.3%
|
|
|
215
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.44M
|
–
|
–
|
–
|
|
|
216
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.37M
|
+$2.24M
|
+13,493
|
New
|
|
|
217
|
AdvicePeriod
Los Angeles,
California
|
$2.35M
|
-$156K
|
-937
|
-7%
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$2.25M
|
+$6.15K
|
+37
|
+0.3%
|
|
|
219
|
Prospera Financial Services
Dallas,
Texas
|
$2.25M
|
+$1.59M
|
+9,572
|
+300%
|
|
|
220
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2.24M
|
-$34.9K
|
-210
|
-2%
|
|
|
221
|
Maryland Capital Management
Towson,
Maryland
|
$2.23M
|
+$61.6K
|
+371
|
+3%
|
|
|
222
|
Versant Capital Management
Phoenix,
Arizona
|
$2.22M
|
-$63.5K
|
-382
|
-3%
|
|
|
223
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.21M
|
+$154K
|
+929
|
+8%
|
|
|
224
|
World Investment Advisors
Santa Barbara,
California
|
$2.17M
|
+$1.69M
|
+10,194
|
+678%
|
|
|
225
|
MAI Capital Management
Independence,
Ohio
|
$2.14M
|
-$101K
|
-605
|
-5%
|
|
