|
351
|
VisionPoint Advisory Group
Dallas,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
352
|
HUB Investment Partners
Austin,
Texas
|
$225K
|
+$218K
|
+5,699
|
New
|
|
|
353
|
UBS Group
Zurich,
Switzerland
|
$224K
|
+$217K
|
+5,656
|
New
|
|
|
354
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$221K
|
+$214K
|
+5,587
|
New
|
|
|
355
|
SEI Investments
Oaks,
Pennsylvania
|
$219K
|
+$212K
|
+5,533
|
New
|
|
|
356
|
Truist Financial
Charlotte,
North Carolina
|
$216K
|
+$209K
|
+5,462
|
New
|
|
|
357
|
Nuveen
Charlotte,
North Carolina
|
$211K
|
+$204K
|
+5,329
|
New
|
|
|
358
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$206K
|
+$200K
|
+5,215
|
New
|
|
|
359
|
Independent Wealth Advisors
Cary,
North Carolina
|
$205K
|
+$199K
|
+5,197
|
New
|
|
|
360
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$193K
|
+$17.4K
|
+454
|
+10%
|
|
|
361
|
Cary Street Partners
Richmond,
Virginia
|
$175K
|
-$17.1K
|
-446
|
-9%
|
|
|
362
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$173K
|
-$18.1K
|
-472
|
-10%
|
|
|
363
|
Global Retirement Partners
San Rafael,
California
|
$161K
|
+$156K
|
+4,076
|
New
|
|
|
364
|
AlphaCore Capital
La Jolla,
California
|
$155K
|
+$153
|
+4
|
+0.1%
|
|
|
365
|
DecisionPoint Financial
Mesa,
Arizona
|
$135K
|
+$26.5K
|
+692
|
+26%
|
|
|
366
|
Advisornet Financial
Minnetonka,
Minnesota
|
$125K
|
–
|
–
|
–
|
|
|
367
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$122K
|
+$84.8K
|
+2,215
|
+253%
|
|
|
368
|
Fidelity Investments
Boston,
Massachusetts
|
$105K
|
-$10.8K
|
-283
|
-10%
|
|
|
369
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$76.5K
|
–
|
–
|
–
|
|
|
370
|
Steward Partners Investment Advisory
New York
|
$69.3K
|
-$44.2K
|
-1,153
|
-40%
|
|
|
371
|
Barrett & Company
Providence,
Rhode Island
|
$63.9K
|
+$61.9K
|
+1,617
|
New
|
|
|
372
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$63.3K
|
-$38
|
-1
|
-0.1%
|
|
|
373
|
Evermay Wealth Management
Arlington,
Virginia
|
$56K
|
+$54.2K
|
+1,415
|
New
|
|
|
374
|
Addison Advisors
Middlebury,
Vermont
|
$46.9K
|
–
|
–
|
–
|
|
|
375
|
Central Trust Company
Jefferson City,
Missouri
|
$45.7K
|
+$44.2K
|
+1,155
|
New
|
|
