|
326
|
Portside Wealth Group
Provo,
Utah
|
$273K
|
+$268K
|
+6,190
|
New
|
|
|
327
|
Focus Partners Wealth
Boston,
Massachusetts
|
$272K
|
+$268K
|
+6,178
|
New
|
|
|
328
|
Private Advisor Group
Morristown,
New Jersey
|
$266K
|
+$15.5K
|
+358
|
+6%
|
|
|
329
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$265K
|
+$136K
|
+3,144
|
+109%
|
|
|
330
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$262K
|
–
|
–
|
–
|
|
|
331
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$261K
|
+$257K
|
+5,935
|
New
|
|
|
332
|
Journey Strategic Wealth
Summit,
New Jersey
|
$259K
|
+$18.7K
|
+431
|
+8%
|
|
|
333
|
Atria Investments
Charlotte,
North Carolina
|
$256K
|
+$252K
|
+5,825
|
New
|
|
|
334
|
Shelton Capital Management
Denver,
Colorado
|
$254K
|
–
|
–
|
–
|
|
|
335
|
&Partners
Nashville,
Tennessee
|
$251K
|
-$12.1K
|
-279
|
-5%
|
|
|
336
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$248K
|
+$866
|
+20
|
+0.4%
|
|
|
337
|
|
$247K
|
-$216K
|
-4,980
|
-47%
|
|
|
338
|
Heritage Family Offices
Scottsdale,
Arizona
|
$244K
|
-$4.94K
|
-114
|
-2%
|
|
|
339
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$238K
|
-$55.3K
|
-1,278
|
-19%
|
|
|
340
|
Alta Capital Management
Salt Lake City,
Utah
|
$236K
|
-$25K
|
-578
|
-10%
|
|
|
341
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$235K
|
-$1.95K
|
-45
|
-0.8%
|
|
|
342
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$232K
|
+$606
|
+14
|
+0.3%
|
|
|
343
|
|
$232K
|
+$81.4K
|
+1,880
|
+56%
|
|
|
344
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$231K
|
–
|
–
|
–
|
|
|
345
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$230K
|
+$226K
|
+5,217
|
New
|
|
|
346
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$227K
|
+$232K
|
+5,368
|
New
|
|
|
347
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$226K
|
–
|
–
|
–
|
|
|
348
|
Jones Financial Companies
Des Peres,
Missouri
|
$223K
|
+$96.5K
|
+2,228
|
+78%
|
|
|
349
|
Forum Financial Management
Lombard,
Illinois
|
$220K
|
+$216K
|
+4,998
|
New
|
|
|
350
|
Point72 Asia (Singapore)
Singapore
|
$217K
|
+$214K
|
+4,937
|
New
|
|
