|
226
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.17M
|
–
|
–
|
–
|
|
|
227
|
Shore Point Advisors
Brielle,
New Jersey
|
$2.15M
|
+$125K
|
+3,088
|
+6%
|
|
|
228
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.12M
|
+$82.5K
|
+2,033
|
+4%
|
|
|
229
|
IEQ Capital
Foster City,
California
|
$2.12M
|
+$3.08K
|
+76
|
+0.1%
|
|
|
230
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.1M
|
+$237K
|
+5,832
|
+12%
|
|
|
231
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.1M
|
+$237K
|
+5,832
|
+12%
|
|
|
232
|
Waverly Advisors
Birmingham,
Alabama
|
$2.07M
|
+$110K
|
+2,719
|
+5%
|
|
|
233
|
LRI Investments
Palm Beach Gardens,
Florida
|
$2.04M
|
-$11.4K
|
-280
|
-0.5%
|
|
|
234
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.03M
|
-$4.83K
|
-119
|
-0.2%
|
|
|
235
|
Altiora Financial Group
Lebanon,
Ohio
|
$2.01M
|
+$4.42K
|
+109
|
+0.2%
|
|
|
236
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$2M
|
–
|
–
|
–
|
|
|
237
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.96M
|
-$94.6K
|
-2,332
|
-4%
|
|
|
238
|
Parkshore Wealth Management
Granite Bay,
California
|
$1.94M
|
-$8.11K
|
-200
|
-0.4%
|
|
|
239
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.93M
|
-$70.3K
|
-1,732
|
-3%
|
|
|
240
|
Burton Enright Welch
Walnut Creek,
California
|
$1.93M
|
+$519K
|
+12,787
|
+34%
|
|
|
241
|
Financial Alternatives
La Jolla,
California
|
$1.92M
|
-$69.5K
|
-1,712
|
-3%
|
|
|
242
|
|
$1.91M
|
-$1.73M
|
-42,620
|
-46%
|
|
|
243
|
Verisail Partners
Chamblee,
Georgia
|
$1.87M
|
–
|
–
|
–
|
|
|
244
|
KEB Asset Management
Springfield,
Illinois
|
$1.86M
|
+$1.1M
|
+27,121
|
+128%
|
|
|
245
|
G2 Capital Management
Columbus,
Ohio
|
$1.83M
|
+$99.7K
|
+2,458
|
+5%
|
|
|
246
|
MGO One Seven
Beachwood,
Ohio
|
$1.79M
|
-$860K
|
-21,204
|
-31%
|
|
|
247
|
Balance Wealth
Delaware,
Ohio
|
$1.79M
|
+$1.89M
|
+46,550
|
New
|
|
|
248
|
Lionshead Wealth Management
New York
|
$1.73M
|
+$6.49K
|
+160
|
+0.4%
|
|
|
249
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.71M
|
-$405K
|
-9,983
|
-18%
|
|
|
250
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.66M
|
-$37.2K
|
-917
|
-2%
|
|
