|
301
|
Jordan Park Group
San Francisco,
California
|
$637K
|
–
|
–
|
–
|
|
|
302
|
Brown Advisory
Baltimore,
Maryland
|
$605K
|
–
|
–
|
–
|
|
|
303
|
First Trust Advisors
Wheaton,
Illinois
|
$594K
|
+$626K
|
+6,426
|
New
|
|
|
304
|
IEQ Capital
Foster City,
California
|
$590K
|
+$161K
|
+1,657
|
+35%
|
|
|
305
|
Curi RMB Capital
Chicago,
Illinois
|
$586K
|
+$35.2K
|
+361
|
+6%
|
|
|
306
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$580K
|
-$4.78K
|
-49
|
-0.8%
|
|
|
307
|
Mutual Advisors
Omaha,
Nebraska
|
$580K
|
-$13.6K
|
-140
|
-2%
|
|
|
308
|
Geneos Wealth Management
Englewood,
Colorado
|
$575K
|
-$547K
|
-5,613
|
-47%
|
|
|
309
|
Atomi Financial Group
New York
|
$554K
|
–
|
–
|
–
|
|
|
310
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$536K
|
–
|
–
|
–
|
|
|
311
|
NFP Retirement Inc
Aliso Viejo,
California
|
$529K
|
-$3.8K
|
-39
|
-0.7%
|
|
|
312
|
Squire Investment Management Company
Orem,
Utah
|
$518K
|
-$70.4K
|
-722
|
-11%
|
|
|
313
|
Heritage Financial Services
Westwood,
Massachusetts
|
$515K
|
–
|
–
|
–
|
|
|
314
|
|
$511K
|
-$354K
|
-3,638
|
-40%
|
|
|
315
|
L.K. Benson & Company
Baltimore,
Maryland
|
$506K
|
+$1.56K
|
+16
|
+0.3%
|
|
|
316
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$500K
|
+$14.2K
|
+146
|
+3%
|
|
|
317
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$491K
|
-$179K
|
-1,833
|
-26%
|
|
|
318
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$491K
|
-$179K
|
-1,833
|
-26%
|
|
|
319
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$476K
|
+$4.19K
|
+43
|
+0.8%
|
|
|
320
|
Truist Financial
Charlotte,
North Carolina
|
$474K
|
-$52.1K
|
-535
|
-9%
|
|
|
321
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$473K
|
–
|
–
|
–
|
|
|
322
|
William Mack & Associates
Troy,
Michigan
|
$463K
|
+$488K
|
+5,013
|
New
|
|
|
323
|
Tranquility Partners
Brentwood,
Tennessee
|
$456K
|
+$1.07K
|
+11
|
+0.2%
|
|
|
324
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$455K
|
–
|
–
|
–
|
|
|
325
|
SJS Investment Consulting
Sylvania,
Ohio
|
$452K
|
-$616K
|
-6,321
|
-56%
|
|
