|
201
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$428K
|
+$268K
|
+4,695
|
+190%
|
|
|
202
|
TTP Investments
San Jose,
California
|
$419K
|
+$401K
|
+7,019
|
New
|
|
|
203
|
Atria Wealth Solutions
New York
|
$419K
|
+$132K
|
+2,302
|
+49%
|
|
|
204
|
Silverlake Wealth Management
Williston,
Vermont
|
$416K
|
+$398K
|
+6,973
|
New
|
|
|
205
|
Avantax Planning Partners
Dubuque,
Iowa
|
$415K
|
–
|
–
|
–
|
|
|
206
|
Arlington Trust
Birmingham,
Alabama
|
$411K
|
–
|
–
|
–
|
|
|
207
|
DeepCurrents Investment Group
New York
|
$411K
|
+$393K
|
+6,880
|
New
|
|
|
208
|
HSBC Holdings
London,
United Kingdom
|
$406K
|
+$118K
|
+2,060
|
+43%
|
|
|
209
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$402K
|
–
|
–
|
–
|
|
|
210
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$393K
|
+$376K
|
+6,580
|
New
|
|
|
211
|
Creative Planning
Overland Park,
Kansas
|
$389K
|
-$57.9K
|
-1,014
|
-13%
|
|
|
212
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$381K
|
+$364K
|
+6,377
|
New
|
|
|
213
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$374K
|
+$358K
|
+6,262
|
New
|
|
|
214
|
Magnus Financial Group
New York
|
$369K
|
+$353K
|
+6,181
|
New
|
|
|
215
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$363K
|
-$684K
|
-11,972
|
-66%
|
|
|
216
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$352K
|
+$37.9K
|
+663
|
+13%
|
|
|
217
|
Renaissance Technologies
New York
|
$340K
|
-$3.81M
|
-66,615
|
-92%
|
|
|
218
|
Kestra Private Wealth Services
Austin,
Texas
|
$338K
|
-$100K
|
-1,757
|
-24%
|
|
|
219
|
Mercer Global Advisors
Denver,
Colorado
|
$332K
|
-$36.2K
|
-634
|
-10%
|
|
|
220
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$330K
|
+$315K
|
+5,522
|
New
|
|
|
221
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$330K
|
+$315K
|
+5,520
|
New
|
|
|
222
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$325K
|
–
|
–
|
–
|
|
|
223
|
Mariner
Overland Park,
Kansas
|
$325K
|
+$33.7K
|
+589
|
+12%
|
|
|
224
|
Alteri Wealth
Westlake Village,
California
|
$323K
|
-$4.46K
|
-78
|
-1%
|
|
|
225
|
National Wealth Management Group
Cincinnati,
Ohio
|
$321K
|
+$307K
|
+5,371
|
New
|
|
