|
201
|
Markel Group
Glen Allen,
Virginia
|
$608K
|
+$113K
|
+2,000
|
+22%
|
|
|
202
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$605K
|
-$75.6K
|
-1,333
|
-11%
|
|
|
203
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$594K
|
-$24.9K
|
-439
|
-4%
|
|
|
204
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$590K
|
-$113K
|
-2,000
|
-16%
|
|
|
205
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$590K
|
-$113K
|
-2,000
|
-16%
|
|
|
206
|
Golden State Equity Partners
South Coast Metro,
California
|
$588K
|
+$433K
|
+7,631
|
+255%
|
|
|
207
|
Vise Technologies
New York
|
$587K
|
-$43.8K
|
-773
|
-7%
|
|
|
208
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$577K
|
+$4.02K
|
+71
|
+0.7%
|
|
|
209
|
Chicago Trust
Grayslake,
Illinois
|
$577K
|
+$12K
|
+211
|
+2%
|
|
|
210
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$573K
|
+$587K
|
+10,364
|
New
|
|
|
211
|
Profund Advisors
Bethesda,
Maryland
|
$572K
|
-$34.7K
|
-612
|
-6%
|
|
|
212
|
Solitude Financial Services
Charlottesville,
Virginia
|
$571K
|
-$22.1K
|
-390
|
-4%
|
|
|
213
|
|
$566K
|
-$270K
|
-4,758
|
-32%
|
|
|
214
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$564K
|
+$14.7K
|
+259
|
+3%
|
|
|
215
|
Independent Financial Group
San Diego,
California
|
$564K
|
-$66.4K
|
-1,172
|
-10%
|
|
|
216
|
Atom Investors
Austin,
Texas
|
$561K
|
+$235K
|
+4,139
|
+69%
|
|
|
217
|
|
$560K
|
+$574K
|
+10,123
|
New
|
|
|
218
|
Chevy Chase Trust
Bethesda,
Maryland
|
$559K
|
–
|
–
|
–
|
|
|
219
|
Corient Private Wealth
Miami,
Florida
|
$553K
|
-$513K
|
-9,044
|
-47%
|
|
|
220
|
MAI Capital Management
Independence,
Ohio
|
$545K
|
-$2.44K
|
-43
|
-0.4%
|
|
|
221
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$539K
|
-$188K
|
-3,314
|
-25%
|
|
|
222
|
Merit Financial Group
Alpharetta,
Georgia
|
$531K
|
-$201K
|
-3,538
|
-27%
|
|
|
223
|
Savant Capital
Rockford,
Illinois
|
$527K
|
-$2.1K
|
-37
|
-0.4%
|
|
|
224
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$522K
|
-$1.18M
|
-20,755
|
-69%
|
|
|
225
|
Venturi Wealth Management
Austin,
Texas
|
$518K
|
-$190K
|
-3,354
|
-26%
|
|
