|
201
|
Peak Financial Advisors
Denver,
Colorado
|
$525K
|
+$520K
|
+20,868
|
New
|
|
|
202
|
Atria Investments
Charlotte,
North Carolina
|
$502K
|
-$23.7K
|
-950
|
-5%
|
|
|
203
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$491K
|
+$76K
|
+3,048
|
+19%
|
|
|
204
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$479K
|
+$8.82K
|
+354
|
+2%
|
|
|
205
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$478K
|
-$22.6K
|
-908
|
-5%
|
|
|
206
|
Choreo LLC
Rockford,
Illinois
|
$477K
|
+$63.1K
|
+2,531
|
+15%
|
|
|
207
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$474K
|
-$3.99K
|
-160
|
-0.8%
|
|
|
208
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$473K
|
-$7.2K
|
-289
|
-2%
|
|
|
209
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$472K
|
-$86.3K
|
-3,464
|
-16%
|
|
|
210
|
TradeLink Capital
Chicago,
Illinois
|
$470K
|
-$56.6K
|
-2,269
|
-11%
|
|
|
211
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$465K
|
+$460K
|
+18,472
|
New
|
|
|
212
|
Lido Advisors
Los Angeles,
California
|
$444K
|
+$27.2K
|
+1,090
|
+7%
|
|
|
213
|
Mariner
Overland Park,
Kansas
|
$439K
|
-$508K
|
-20,374
|
-54%
|
|
|
214
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$435K
|
+$2.24K
|
+90
|
+0.5%
|
|
|
215
|
Prelude Capital Management
New York
|
$434K
|
+$142K
|
+5,690
|
+49%
|
|
|
216
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$420K
|
+$16.6K
|
+667
|
+4%
|
|
|
217
|
Fortis Advisors
Wayne,
Pennsylvania
|
$418K
|
–
|
–
|
–
|
|
|
218
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$389K
|
–
|
–
|
–
|
|
|
219
|
HighTower Advisors
Chicago,
Illinois
|
$389K
|
+$54.9K
|
+2,202
|
+17%
|
|
|
220
|
|
$388K
|
-$9.7K
|
-389
|
-2%
|
|
|
221
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$383K
|
+$126K
|
+5,064
|
+53%
|
|
|
222
|
US Bancorp
Minneapolis,
Minnesota
|
$378K
|
+$13.9K
|
+558
|
+4%
|
|
|
223
|
&Partners
Nashville,
Tennessee
|
$376K
|
+$6.58K
|
+264
|
+2%
|
|
|
224
|
Evergreen Capital Management
Bellevue,
Washington
|
$357K
|
+$115K
|
+4,628
|
+48%
|
|
|
225
|
Regions Financial Corp
Birmingham,
Alabama
|
$355K
|
-$30.5K
|
-1,222
|
-8%
|
|
