|
401
|
O'Dell Group
Cincinnati,
Ohio
|
$2.48M
|
+$2.41M
|
+56,976
|
New
|
|
|
402
|
TD Private Client Wealth
New York
|
$2.48M
|
+$192K
|
+4,528
|
+9%
|
|
|
403
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$2.48M
|
+$2.41M
|
+56,898
|
New
|
|
|
404
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.47M
|
-$33.9K
|
-802
|
-1%
|
|
|
405
|
LM Advisors
San Diego,
California
|
$2.46M
|
-$5.5K
|
-130
|
-0.2%
|
|
|
406
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.45M
|
-$76.6K
|
-1,810
|
-3%
|
|
|
407
|
Fluent Financial
Dallas,
Texas
|
$2.45M
|
-$484K
|
-11,444
|
-17%
|
|
|
408
|
Commerce Bank
Kansas City,
Missouri
|
$2.44M
|
-$40.9K
|
-966
|
-2%
|
|
|
409
|
Stableford Capital II
Scottsdale,
Arizona
|
$2.43M
|
+$7.78K
|
+184
|
+0.3%
|
|
|
410
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.42M
|
+$47.8K
|
+1,130
|
+2%
|
|
|
411
|
Park Edge Advisors
Cleveland,
Ohio
|
$2.41M
|
+$798K
|
+18,876
|
+52%
|
|
|
412
|
M&T Bank
Buffalo,
New York
|
$2.4M
|
+$875K
|
+20,680
|
+60%
|
|
|
413
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.38M
|
+$95.2K
|
+2,250
|
+5%
|
|
|
414
|
CX Institutional
Auburn,
Indiana
|
$2.32M
|
-$664K
|
-15,700
|
-23%
|
|
|
415
|
Rockport Wealth
Fairview Park,
Ohio
|
$2.32M
|
-$3.58M
|
-84,542
|
-61%
|
|
|
416
|
Everstar Asset Management
Mooresville,
North Carolina
|
$2.3M
|
-$52.3K
|
-1,236
|
-2%
|
|
|
417
|
Midwest Financial Group
Overland Park,
Kansas
|
$2.29M
|
+$34K
|
+804
|
+2%
|
|
|
418
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$2.28M
|
-$107K
|
-2,518
|
-5%
|
|
|
419
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.26M
|
-$66.4K
|
-1,570
|
-3%
|
|
|
420
|
Koa Wealth Management
Encinitas,
California
|
$2.25M
|
-$423K
|
-9,994
|
-16%
|
|
|
421
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.25M
|
+$47.4K
|
+1,120
|
+2%
|
|
|
422
|
Private Trust Company
Cleveland,
Ohio
|
$2.23M
|
+$88.3K
|
+2,088
|
+4%
|
|
|
423
|
Harper Investing
Santa Clara,
California
|
$2.22M
|
+$363K
|
+8,574
|
+20%
|
|
|
424
|
ClearBridge Investments
New York
|
$2.21M
|
-$118K
|
-2,800
|
-5%
|
|
|
425
|
Founders Financial Securities
Towson,
Maryland
|
$2.21M
|
+$505K
|
+11,934
|
+31%
|
|
