|
201
|
Americana Partners
Houston,
Texas
|
$416K
|
+$222K
|
+3,386
|
+104%
|
|
|
202
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$414K
|
+$210K
|
+3,210
|
+95%
|
|
|
203
|
Mercer Global Advisors
Denver,
Colorado
|
$409K
|
-$770K
|
-11,752
|
-64%
|
|
|
204
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$403K
|
+$516K
|
+7,883
|
New
|
|
|
205
|
Financial Alternatives
La Jolla,
California
|
$401K
|
–
|
–
|
–
|
|
|
206
|
HWG Holdings
Houston,
Texas
|
$395K
|
–
|
–
|
–
|
|
|
207
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$388K
|
–
|
–
|
–
|
|
|
208
|
Savant Capital
Rockford,
Illinois
|
$381K
|
+$3.93K
|
+60
|
+1%
|
|
|
209
|
SEI Investments
Oaks,
Pennsylvania
|
$380K
|
-$249K
|
-3,794
|
-38%
|
|
|
210
|
Choreo LLC
Rockford,
Illinois
|
$378K
|
+$20.6K
|
+314
|
+5%
|
|
|
211
|
William Blair & Company
Chicago,
Illinois
|
$371K
|
+$80.4K
|
+1,228
|
+26%
|
|
|
212
|
Prossimo Advisors
San Luis Obispo,
California
|
$367K
|
+$384K
|
+5,856
|
New
|
|
|
213
|
GHP Investment Advisors
Denver,
Colorado
|
$358K
|
–
|
–
|
–
|
|
|
214
|
Joel Isaacson & Co
New York
|
$344K
|
–
|
–
|
–
|
|
|
215
|
|
$335K
|
+$100K
|
+1,531
|
+45%
|
|
|
216
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$333K
|
+$348K
|
+5,313
|
New
|
|
|
217
|
Lazard Asset Management
New York
|
$329K
|
+$12.8K
|
+195
|
+4%
|
|
|
218
|
Perigon Wealth Management
San Francisco,
California
|
$329K
|
+$62.2K
|
+949
|
+22%
|
|
|
219
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$324K
|
+$339K
|
+5,168
|
New
|
|
|
220
|
Strategic Blueprint
Atlanta,
Georgia
|
$321K
|
+$20K
|
+305
|
+6%
|
|
|
221
|
Arrien Investments
Boise,
Idaho
|
$320K
|
–
|
–
|
–
|
|
|
222
|
Parcion Private Wealth
Bellevue,
Washington
|
$317K
|
–
|
–
|
–
|
|
|
223
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$313K
|
+$328K
|
+5,000
|
New
|
|
|
224
|
Evoke Wealth
Los Angeles,
California
|
$312K
|
+$32.4K
|
+494
|
+11%
|
|
|
225
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$308K
|
+$12.3K
|
+187
|
+4%
|
|
