|
201
|
WealthSource Partners
San Luis Obispo,
California
|
$670K
|
+$2.88K
|
+25
|
+0.5%
|
|
|
202
|
Personal CFO Solutions
Chester,
New Jersey
|
$665K
|
+$115K
|
+995
|
+25%
|
|
|
203
|
Advisory Research
Chicago,
Illinois
|
$664K
|
–
|
–
|
–
|
|
|
204
|
Davenport & Co
Richmond,
Virginia
|
$661K
|
+$60.4K
|
+525
|
+12%
|
|
|
205
|
Vontobel Holding
Zurich,
Switzerland
|
$653K
|
+$92.1K
|
+800
|
+20%
|
|
|
206
|
American Portfolios Advisors
Holbrook,
New York
|
$639K
|
+$492K
|
+4,274
|
+898%
|
|
|
207
|
Meridian Investment Counsel
Lafayette,
California
|
$639K
|
–
|
–
|
–
|
|
|
208
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$620K
|
+$531K
|
+4,609
|
New
|
|
|
209
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$604K
|
-$36.7K
|
-319
|
-7%
|
|
|
210
|
Westfield Capital Management
Boston,
Massachusetts
|
$593K
|
-$517K
|
-4,490
|
-50%
|
|
|
211
|
Crestmont Private Wealth
Houston,
Texas
|
$576K
|
–
|
–
|
–
|
|
|
212
|
Summit Trail Advisors
New York
|
$547K
|
-$730K
|
-6,339
|
-61%
|
|
|
213
|
BTR Capital Management
Oakland,
California
|
$543K
|
-$71K
|
-617
|
-13%
|
|
|
214
|
D.A. Davidson & Co
Great Falls,
Montana
|
$538K
|
-$1.57M
|
-13,593
|
-77%
|
|
|
215
|
Tiedemann Advisors
New York
|
$535K
|
–
|
–
|
–
|
|
|
216
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$533K
|
+$457K
|
+3,965
|
New
|
|
|
217
|
Segment Wealth Management
Houston,
Texas
|
$519K
|
+$34.5K
|
+300
|
+8%
|
|
|
218
|
Atria Wealth Solutions
New York
|
$518K
|
+$443K
|
+3,849
|
New
|
|
|
219
|
Cladis Investment Advisory
Billings,
Montana
|
$515K
|
-$72K
|
-625
|
-14%
|
|
|
220
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$508K
|
+$434K
|
+3,772
|
New
|
|
|
221
|
Holt Capital Partners
Fort Worth,
Texas
|
$507K
|
-$23K
|
-200
|
-5%
|
|
|
222
|
Sanders Morris Harris
Houston,
Texas
|
$505K
|
–
|
–
|
–
|
|
|
223
|
Southland Equity Partners
Wildwood,
Missouri
|
$501K
|
+$429K
|
+3,722
|
New
|
|
|
224
|
Whittier Trust
South Pasadena,
California
|
$494K
|
+$53K
|
+460
|
+14%
|
|
|
225
|
ProVise Management Group
Clearwater,
Florida
|
$467K
|
–
|
–
|
–
|
|
