|
551
|
HB Wealth Management
Atlanta,
Georgia
|
$250K
|
+$262K
|
+2,535
|
New
|
|
|
552
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$248K
|
–
|
–
|
–
|
|
|
553
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$247K
|
-$41.9K
|
-405
|
-14%
|
|
|
554
|
Institute for Wealth Management
Denver,
Colorado
|
$246K
|
–
|
–
|
–
|
|
|
555
|
|
$242K
|
+$254K
|
+2,453
|
New
|
|
|
556
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$242K
|
+$254K
|
+2,453
|
New
|
|
|
557
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$241K
|
-$28.9K
|
-280
|
-10%
|
|
|
558
|
Symmetry Partners
Glastonbury,
Connecticut
|
$240K
|
–
|
–
|
–
|
|
|
559
|
Fort Point Capital Partners
San Francisco,
California
|
$240K
|
-$15.9K
|
-154
|
-6%
|
|
|
560
|
Dynamic Technology Lab
Singapore
|
$238K
|
+$249K
|
+2,410
|
New
|
|
|
561
|
Empowered Funds
Havertown,
Pennsylvania
|
$238K
|
+$249K
|
+2,411
|
New
|
|
|
562
|
Siemens Fonds Invest
Munich,
Germany
|
$226K
|
–
|
–
|
–
|
|
|
563
|
Great Lakes Retirement
Sandusky,
Ohio
|
$226K
|
-$27.1K
|
-262
|
-10%
|
|
|
564
|
NEOS Investment Management
Westport,
Connecticut
|
$224K
|
+$234K
|
+2,267
|
New
|
|
|
565
|
Todd Asset Management
Louisville,
Kentucky
|
$220K
|
–
|
–
|
–
|
|
|
566
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$219K
|
-$3.41K
|
-33
|
-1%
|
|
|
567
|
Financial Advocates Investment Management
Olympia,
Washington
|
$219K
|
-$930
|
-9
|
-0.4%
|
|
|
568
|
CX Institutional
Auburn,
Indiana
|
$219K
|
+$4.24K
|
+41
|
+2%
|
|
|
569
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$219K
|
+$128K
|
+1,238
|
+126%
|
|
|
570
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$216K
|
+$2.07K
|
+20
|
+0.9%
|
|
|
571
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$215K
|
-$645K
|
-6,236
|
-74%
|
|
|
572
|
Avantax Advisory Services
Dallas,
Texas
|
$215K
|
+$225K
|
+2,177
|
New
|
|
|
573
|
Montecito Bank & Trust
Santa Barbara,
California
|
$214K
|
-$1.55K
|
-15
|
-0.7%
|
|
|
574
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$214K
|
+$236K
|
+2,279
|
New
|
|
|
575
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$208K
|
+$10.5K
|
+102
|
+5%
|
|
