|
326
|
IEQ Capital
Foster City,
California
|
$265K
|
+$264K
|
+1,585
|
New
|
|
|
327
|
Somerset Trust
Somerset,
Pennsylvania
|
$264K
|
–
|
–
|
–
|
|
|
328
|
Choreo LLC
Rockford,
Illinois
|
$260K
|
+$66.9K
|
+402
|
+35%
|
|
|
329
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$256K
|
-$6.49K
|
-39
|
-2%
|
|
|
330
|
Kera Capital Partners
San Jose,
California
|
$255K
|
-$22.9K
|
-138
|
-8%
|
|
|
331
|
KBC Group
Brussels,
Belgium
|
$252K
|
-$91.5K
|
-550
|
-27%
|
|
|
332
|
OneAscent Family Office
Birmingham,
Alabama
|
$251K
|
+$250K
|
+1,503
|
New
|
|
|
333
|
BNP Paribas Asset Management
Paris,
France
|
$250K
|
+$249K
|
+1,496
|
New
|
|
|
334
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$249K
|
–
|
–
|
–
|
|
|
335
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$247K
|
-$832
|
-5
|
-0.3%
|
|
|
336
|
|
$247K
|
-$35.1K
|
-211
|
-13%
|
|
|
337
|
Financial Advisors
Andover,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
338
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$243K
|
+$665
|
+4
|
+0.3%
|
|
|
339
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$243K
|
–
|
–
|
–
|
|
|
340
|
SFG Wealth Management
Towson,
Maryland
|
$237K
|
–
|
–
|
–
|
|
|
341
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$237K
|
+$236K
|
+1,420
|
New
|
|
|
342
|
Journey Strategic Wealth
Summit,
New Jersey
|
$235K
|
+$234K
|
+1,406
|
New
|
|
|
343
|
GoalVest Advisory
New York
|
$234K
|
–
|
–
|
–
|
|
|
344
|
FORA Capital
Miami,
Florida
|
$233K
|
-$321K
|
-1,932
|
-58%
|
|
|
345
|
Renaissance Group
Covington,
Kentucky
|
$232K
|
-$6.32K
|
-38
|
-3%
|
|
|
346
|
Swiss Life Asset Management
Zurich,
|
$232K
|
+$231K
|
+1,388
|
New
|
|
|
347
|
SeaCrest Wealth Management
Purchase,
New York
|
$230K
|
–
|
–
|
–
|
|
|
348
|
Oxbow Advisors
Austin,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
349
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$224K
|
+$1.16K
|
+7
|
+0.5%
|
|
|
350
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$221K
|
-$6.15K
|
-37
|
-3%
|
|
