|
176
|
Parametric Portfolio Associates
Seattle,
Washington
|
$411K
|
+$117K
|
+3,523
|
+41%
|
|
|
177
|
FDx Advisors
Chicago,
Illinois
|
$381K
|
+$3.74K
|
+113
|
+1%
|
|
|
178
|
Truist Financial
Charlotte,
North Carolina
|
$381K
|
+$374K
|
+11,307
|
New
|
|
|
179
|
WealthPLAN Partners
Omaha,
Nebraska
|
$367K
|
-$1.66K
|
-50
|
-0.5%
|
|
|
180
|
Fidelity Investments
Boston,
Massachusetts
|
$356K
|
+$250K
|
+7,558
|
+252%
|
|
|
181
|
Lucia Wealth Services
San Diego,
California
|
$352K
|
-$44.1K
|
-1,332
|
-11%
|
|
|
182
|
TownSquare Capital
Provo,
Utah
|
$341K
|
+$336K
|
+10,140
|
New
|
|
|
183
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$338K
|
+$96.4K
|
+2,910
|
+41%
|
|
|
184
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
185
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
186
|
Freedom Investment Management
Hartford,
Connecticut
|
$308K
|
+$9.4K
|
+284
|
+3%
|
|
|
187
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$304K
|
–
|
–
|
–
|
|
|
188
|
Hayden Royal
Charlotte,
North Carolina
|
$301K
|
+$292K
|
+8,828
|
New
|
|
|
189
|
M&T Bank
Buffalo,
New York
|
$297K
|
+$27.3K
|
+824
|
+10%
|
|
|
190
|
Arete Wealth Advisors
Chicago,
Illinois
|
$294K
|
–
|
–
|
–
|
|
|
191
|
Atria Investments
Charlotte,
North Carolina
|
$288K
|
+$287K
|
+8,662
|
New
|
|
|
192
|
Concentrum Wealth Management
San Jose,
California
|
$285K
|
–
|
–
|
–
|
|
|
193
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$257K
|
+$253K
|
+7,631
|
New
|
|
|
194
|
Beaton Management Company
Haverhill,
Massachusetts
|
$252K
|
+$13.2K
|
+400
|
+6%
|
|
|
195
|
Smith, Moore & Co
Clayton,
Missouri
|
$250K
|
+$245K
|
+7,399
|
New
|
|
|
196
|
Creative Financial Designs
Kokomo,
Indiana
|
$235K
|
-$8.54K
|
-258
|
-4%
|
|
|
197
|
MAI Capital Management
Independence,
Ohio
|
$233K
|
+$21K
|
+635
|
+10%
|
|
|
198
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$231K
|
-$13.6K
|
-410
|
-6%
|
|
|
199
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$226K
|
+$530
|
+16
|
+0.2%
|
|
|
200
|
WealthSource Partners
San Luis Obispo,
California
|
$223K
|
+$219K
|
+6,615
|
New
|
|
