|
226
|
Lido Advisors
Los Angeles,
California
|
$467K
|
+$69.7K
|
+648
|
+18%
|
|
|
227
|
Neuberger Berman Group
New York
|
$452K
|
+$176K
|
+1,635
|
+66%
|
|
|
228
|
Gotham Asset Management
New York
|
$424K
|
-$129K
|
-1,196
|
-24%
|
|
|
229
|
Xponance
Philadelphia,
Pennsylvania
|
$402K
|
+$66.8K
|
+621
|
+20%
|
|
|
230
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$401K
|
–
|
–
|
–
|
|
|
231
|
Keebeck Wealth Management
Chicago,
Illinois
|
$400K
|
+$393K
|
+3,655
|
New
|
|
|
232
|
Truist Financial
Charlotte,
North Carolina
|
$399K
|
-$408K
|
-3,790
|
-51%
|
|
|
233
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$399K
|
+$26.7K
|
+248
|
+7%
|
|
|
234
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$398K
|
+$391K
|
+3,633
|
New
|
|
|
235
|
Callan Family Office
Radnor,
Pennsylvania
|
$381K
|
+$6.24K
|
+58
|
+2%
|
|
|
236
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$378K
|
+$371K
|
+3,452
|
New
|
|
|
237
|
Nilsine Partners
Greenwood Village,
Colorado
|
$377K
|
+$368K
|
+3,419
|
New
|
|
|
238
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$371K
|
+$5.38K
|
+50
|
+1%
|
|
|
239
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$366K
|
+$11.6K
|
+108
|
+3%
|
|
|
240
|
Russell Investments Group
London,
United Kingdom
|
$361K
|
-$14.1K
|
-131
|
-4%
|
|
|
241
|
Optimize Financial
Laguna Hills,
California
|
$354K
|
+$348K
|
+3,237
|
New
|
|
|
242
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$354K
|
–
|
–
|
–
|
|
|
243
|
DRW Securities
Chicago,
Illinois
|
$348K
|
+$342K
|
+3,175
|
New
|
|
|
244
|
Fieldview Capital Management
Niles,
Michigan
|
$343K
|
+$337K
|
+3,130
|
New
|
|
|
245
|
Geneos Wealth Management
Englewood,
Colorado
|
$340K
|
–
|
–
|
–
|
|
|
246
|
Morse Asset Management
Darien,
Connecticut
|
$335K
|
+$71.1K
|
+661
|
+28%
|
|
|
247
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$331K
|
+$326K
|
+3,028
|
New
|
|
|
248
|
Matisse Capital
Portland,
Oregon
|
$328K
|
-$323K
|
-3,000
|
-50%
|
|
|
249
|
Vontobel Holding
Zurich,
Switzerland
|
$321K
|
–
|
–
|
–
|
|
|
250
|
Caprock Group
Boise,
Idaho
|
$320K
|
-$77.6K
|
-721
|
-20%
|
|
