|
226
|
Curi Wealth Management
Raleigh,
North Carolina
|
$519K
|
+$1.16K
|
+24
|
+0.2%
|
|
|
227
|
WorthPointe
La Jolla,
California
|
$518K
|
–
|
–
|
–
|
|
|
228
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$517K
|
-$66.8K
|
-1,381
|
-12%
|
|
|
229
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$513K
|
-$15.5K
|
-320
|
-3%
|
|
|
230
|
Merit Financial Group
Alpharetta,
Georgia
|
$505K
|
–
|
–
|
–
|
|
|
231
|
Main Street Research
Lakeville,
Connecticut
|
$503K
|
-$33K
|
-682
|
-6%
|
|
|
232
|
Bank of New York Mellon
New York
|
$495K
|
+$239K
|
+4,944
|
+96%
|
|
|
233
|
Forum Private Client Group
Fishers,
Indiana
|
$487K
|
+$480K
|
+9,935
|
New
|
|
|
234
|
Cladis Investment Advisory
Billings,
Montana
|
$484K
|
–
|
–
|
–
|
|
|
235
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$483K
|
–
|
–
|
–
|
|
|
236
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$483K
|
–
|
–
|
–
|
|
|
237
|
Gill Capital Partners
Denver,
Colorado
|
$476K
|
+$387
|
+8
|
+0.1%
|
|
|
238
|
Cross Staff Investments
Pittsford,
New York
|
$469K
|
–
|
–
|
–
|
|
|
239
|
Heron Financial Group
New York
|
$469K
|
–
|
–
|
–
|
|
|
240
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$465K
|
–
|
–
|
–
|
|
|
241
|
First National Trust
Hermitage,
Pennsylvania
|
$454K
|
–
|
–
|
–
|
|
|
242
|
Hollencrest Capital Management
Newport Beach,
California
|
$436K
|
–
|
–
|
–
|
|
|
243
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$435K
|
–
|
–
|
–
|
|
|
244
|
Miracle Mile Advisors
Los Angeles,
California
|
$433K
|
–
|
–
|
–
|
|
|
245
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$433K
|
+$427K
|
+8,823
|
New
|
|
|
246
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$416K
|
+$39K
|
+807
|
+11%
|
|
|
247
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$413K
|
+$48
|
+1
|
+0%
|
|
|
248
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$411K
|
-$181K
|
-3,747
|
-31%
|
|
|
249
|
Efficient Advisors
Mason,
Ohio
|
$409K
|
+$2.32K
|
+48
|
+0.6%
|
|
|
250
|
First Western Trust Bank
Denver,
Colorado
|
$397K
|
+$386K
|
+7,994
|
New
|
|
