|
326
|
CM Wealth Advisors
Beachwood,
Ohio
|
$487K
|
+$506K
|
+3,637
|
New
|
|
|
327
|
D.A. Davidson & Co
Great Falls,
Montana
|
$485K
|
+$504K
|
+3,623
|
New
|
|
|
328
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$482K
|
-$27.8K
|
-200
|
-5%
|
|
|
329
|
Engineers Gate Manager
New York
|
$481K
|
-$4.87K
|
-35
|
-1%
|
|
|
330
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$475K
|
-$273K
|
-1,965
|
-36%
|
|
|
331
|
Balentine LLC
Atlanta,
Georgia
|
$461K
|
+$5.42K
|
+39
|
+1%
|
|
|
332
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$460K
|
-$40.4K
|
-291
|
-8%
|
|
|
333
|
First Trust Advisors
Wheaton,
Illinois
|
$452K
|
-$4.89M
|
-35,216
|
-91%
|
|
|
334
|
RVW Wealth
Los Angeles,
California
|
$450K
|
–
|
–
|
–
|
|
|
335
|
Mission Wealth Management
Santa Barbara,
California
|
$441K
|
-$7.51K
|
-54
|
-2%
|
|
|
336
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$432K
|
+$449K
|
+3,233
|
New
|
|
|
337
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$429K
|
+$255K
|
+1,831
|
+114%
|
|
|
338
|
Checchi Capital Advisers
Beverly Hills,
California
|
$419K
|
–
|
–
|
–
|
|
|
339
|
Cetera Advisors
Denver,
Colorado
|
$414K
|
+$33.5K
|
+241
|
+8%
|
|
|
340
|
Advisors Asset Management
Monument,
Colorado
|
$401K
|
+$67.3K
|
+484
|
+19%
|
|
|
341
|
Creative Planning
Overland Park,
Kansas
|
$398K
|
+$9.31K
|
+67
|
+2%
|
|
|
342
|
Vise Technologies
New York
|
$395K
|
+$53.9K
|
+388
|
+15%
|
|
|
343
|
Pathstone Family Office
Englewood,
New Jersey
|
$389K
|
-$530K
|
-3,813
|
-57%
|
|
|
344
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$389K
|
+$404K
|
+2,910
|
New
|
|
|
345
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$388K
|
-$59.8K
|
-430
|
-13%
|
|
|
346
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$378K
|
+$79.1K
|
+569
|
+25%
|
|
|
347
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$376K
|
-$181K
|
-1,301
|
-32%
|
|
|
348
|
|
$364K
|
-$84.9K
|
-611
|
-18%
|
|
|
349
|
Prospera Financial Services
Dallas,
Texas
|
$360K
|
+$24.5K
|
+176
|
+7%
|
|
|
350
|
Advisor Partners II
Walnut Creek,
California
|
$360K
|
+$31.1K
|
+224
|
+9%
|
|
