|
301
|
OneAscent Financial Services
Birmingham,
Alabama
|
$550K
|
+$544K
|
+8,674
|
New
|
|
|
302
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$547K
|
-$8.66K
|
-138
|
-2%
|
|
|
303
|
Concurrent Investment Advisors
Tampa,
Florida
|
$543K
|
+$22.9K
|
+365
|
+4%
|
|
|
304
|
Kaizen Financial Strategies
Campbell,
California
|
$542K
|
+$12.6K
|
+200
|
+2%
|
|
|
305
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$540K
|
+$320K
|
+5,092
|
+149%
|
|
|
306
|
Focus Partners Wealth
Boston,
Massachusetts
|
$537K
|
+$127K
|
+2,029
|
+32%
|
|
|
307
|
Atria Investments
Charlotte,
North Carolina
|
$532K
|
-$53.3K
|
-849
|
-9%
|
|
|
308
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$524K
|
+$19.6K
|
+313
|
+4%
|
|
|
309
|
Northeast Financial Consultants
Westport,
Connecticut
|
$523K
|
+$24.7K
|
+393
|
+5%
|
|
|
310
|
Barclays
London,
United Kingdom
|
$520K
|
-$126K
|
-2,010
|
-20%
|
|
|
311
|
PKS Advisory Services
Albany,
New York
|
$513K
|
+$507K
|
+8,084
|
New
|
|
|
312
|
R.M. Davis Inc
Portland,
Maine
|
$511K
|
–
|
–
|
–
|
|
|
313
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$504K
|
-$5.4K
|
-86
|
-1%
|
|
|
314
|
Solutions 4 Wealth
Southlake,
Texas
|
$504K
|
+$63
|
+1
|
+0%
|
|
|
315
|
Westshore Wealth
Newport Beach,
California
|
$501K
|
–
|
–
|
–
|
|
|
316
|
United Advisor Group
Cincinnati,
Ohio
|
$497K
|
+$12.5K
|
+199
|
+3%
|
|
|
317
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$495K
|
+$71.7K
|
+1,142
|
+17%
|
|
|
318
|
Y.D. More Investments
Ramat Gan,
Israel
|
$494K
|
+$117K
|
+1,863
|
+31%
|
|
|
319
|
Insigneo Advisory Services
Miami,
Florida
|
$487K
|
-$11.8K
|
-188
|
-2%
|
|
|
320
|
Triton Wealth Management
Sun City,
Arizona
|
$486K
|
+$71.5K
|
+1,139
|
+17%
|
|
|
321
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$479K
|
+$377
|
+6
|
+0.1%
|
|
|
322
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$470K
|
-$60.7K
|
-967
|
-12%
|
|
|
323
|
Investment Management Corporation
Roanoke,
Virginia
|
$457K
|
+$452K
|
+7,195
|
New
|
|
|
324
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$456K
|
+$47.2K
|
+752
|
+12%
|
|
|
325
|
MAI Capital Management
Independence,
Ohio
|
$456K
|
+$134K
|
+2,133
|
+42%
|
|
