|
201
|
Sonoma Private Wealth
Sonoma,
California
|
$1.16M
|
+$102K
|
+1,605
|
+10%
|
|
|
202
|
Citizens Business Bank
Ontario,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
203
|
Matthew Hamilton Rosenberg
|
$1.14M
|
-$135K
|
-2,129
|
-11%
|
|
|
204
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.14M
|
+$1.14M
|
+17,976
|
New
|
|
|
205
|
Valmark Advisers
Akron,
Ohio
|
$1.13M
|
+$230K
|
+3,629
|
+25%
|
|
|
206
|
Zhang Financial
Portage,
Michigan
|
$1.08M
|
+$12.3K
|
+194
|
+1%
|
|
|
207
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.07M
|
+$60.6K
|
+957
|
+6%
|
|
|
208
|
New England Asset Management
Farmington,
Connecticut
|
$1.06M
|
–
|
–
|
–
|
|
|
209
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.05M
|
-$289K
|
-4,568
|
-22%
|
|
|
210
|
Wexford Capital
West Palm Beach,
Florida
|
$1.04M
|
–
|
–
|
–
|
|
|
211
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.03M
|
+$887K
|
+14,013
|
+592%
|
|
|
212
|
Ascent Group
Virginia Beach,
Virginia
|
$1.03M
|
-$75.7K
|
-1,196
|
-7%
|
|
|
213
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.03M
|
+$358K
|
+5,660
|
+53%
|
|
|
214
|
My Legacy Advisors
Bend,
Oregon
|
$1.03M
|
+$15.5K
|
+245
|
+2%
|
|
|
215
|
BigSur Wealth Management
Miami,
Florida
|
$1.01M
|
+$1.01M
|
+16,000
|
New
|
|
|
216
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.01M
|
-$204K
|
-3,215
|
-17%
|
|
|
217
|
Moors & Cabot
Boston,
Massachusetts
|
$989K
|
+$517K
|
+8,171
|
+109%
|
|
|
218
|
Allianz Asset Management
Munich,
Germany
|
$983K
|
+$241K
|
+3,810
|
+32%
|
|
|
219
|
Davenport & Co
Richmond,
Virginia
|
$963K
|
+$41.6K
|
+657
|
+5%
|
|
|
220
|
Wealthfront Advisers
Palo Alto,
California
|
$954K
|
+$309K
|
+4,878
|
+48%
|
|
|
221
|
Maryland Capital Advisors
Chester,
Maryland
|
$939K
|
-$3.17K
|
-50
|
-0.3%
|
|
|
222
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$935K
|
+$14.6K
|
+231
|
+2%
|
|
|
223
|
United Capital Financial Advisors
Irving,
Texas
|
$909K
|
-$9.06K
|
-143
|
-1%
|
|
|
224
|
Northcape Wealth Management
Williamsville,
New York
|
$897K
|
-$55.9K
|
-883
|
-6%
|
|
|
225
|
D'Orazio & Associates
Falls Church,
Virginia
|
$895K
|
+$897K
|
+14,161
|
New
|
|
