|
226
|
Bank of New York Mellon
New York
|
$2.04M
|
+$362K
|
+7,099
|
+22%
|
|
|
227
|
First American Trust
Santa Ana,
California
|
$2.01M
|
+$97K
|
+1,905
|
+5%
|
|
|
228
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$2M
|
-$513K
|
-10,079
|
-20%
|
|
|
229
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$2M
|
+$2M
|
+39,223
|
New
|
|
|
230
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.98M
|
–
|
–
|
–
|
|
|
231
|
Reyes Financial Architecture
San Diego,
California
|
$1.95M
|
+$1.95M
|
+38,258
|
New
|
|
|
232
|
Elmwood Wealth Management
Berkeley,
California
|
$1.92M
|
+$1.92M
|
+37,793
|
New
|
|
|
233
|
Arvest Investments
Lowell,
Arkansas
|
$1.9M
|
+$97.9K
|
+1,923
|
+5%
|
|
|
234
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.88M
|
+$34.2K
|
+671
|
+2%
|
|
|
235
|
ETF Store
Overland Park,
Kansas
|
$1.87M
|
-$83.1K
|
-1,631
|
-4%
|
|
|
236
|
Roundview Capital
Princeton,
New Jersey
|
$1.86M
|
-$31.6K
|
-620
|
-2%
|
|
|
237
|
Toews Corporation
Northfield,
New Jersey
|
$1.85M
|
-$102K
|
-2,000
|
-5%
|
|
|
238
|
One Capital Management
Westlake Village,
California
|
$1.81M
|
–
|
–
|
–
|
|
|
239
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.77M
|
+$527K
|
+10,343
|
+42%
|
|
|
240
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.74M
|
-$50K
|
-981
|
-3%
|
|
|
241
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.73M
|
-$42.7K
|
-839
|
-2%
|
|
|
242
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.72M
|
-$446K
|
-8,748
|
-21%
|
|
|
243
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.72M
|
-$446K
|
-8,748
|
-21%
|
|
|
244
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.7M
|
-$121K
|
-2,370
|
-7%
|
|
|
245
|
Principal Financial Group
Des Moines,
Iowa
|
$1.67M
|
+$639K
|
+12,550
|
+62%
|
|
|
246
|
Clarity Financial
Houston,
Texas
|
$1.67M
|
-$5.5K
|
-108
|
-0.3%
|
|
|
247
|
William Blair & Company
Chicago,
Illinois
|
$1.66M
|
+$73K
|
+1,433
|
+5%
|
|
|
248
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.64M
|
-$45.4K
|
-891
|
-3%
|
|
|
249
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.63M
|
+$1.08M
|
+21,159
|
+195%
|
|
|
250
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.61M
|
+$29.2K
|
+574
|
+2%
|
|
