|
151
|
Financial Insights
Tacoma,
Washington
|
$343K
|
+$339K
|
+6,024
|
New
|
|
|
152
|
Patron Partners
Houston,
Texas
|
$343K
|
-$14.8K
|
-263
|
-4%
|
|
|
153
|
Venturi Wealth Management
Austin,
Texas
|
$343K
|
+$18.1K
|
+321
|
+6%
|
|
|
154
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$342K
|
–
|
–
|
–
|
|
|
155
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$339K
|
-$22.6K
|
-402
|
-6%
|
|
|
156
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$338K
|
-$349K
|
-6,196
|
-51%
|
|
|
157
|
Apeiron RIA
Dallas,
Texas
|
$323K
|
+$319K
|
+5,662
|
New
|
|
|
158
|
Corient Private Wealth
Miami,
Florida
|
$322K
|
+$318K
|
+5,647
|
New
|
|
|
159
|
TKG Advisors
Valparaiso,
Indiana
|
$313K
|
+$309K
|
+5,493
|
New
|
|
|
160
|
Cetera Advisors
Denver,
Colorado
|
$310K
|
+$306K
|
+5,442
|
New
|
|
|
161
|
Equitable Holdings
New York
|
$309K
|
+$67.9K
|
+1,206
|
+29%
|
|
|
162
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$308K
|
–
|
–
|
–
|
|
|
163
|
Fidelity Investments
Boston,
Massachusetts
|
$304K
|
-$35.7K
|
-634
|
-11%
|
|
|
164
|
Blue Trust Inc
Alpharetta,
Georgia
|
$297K
|
+$212K
|
+3,773
|
+169%
|
|
|
165
|
Creative Planning
Overland Park,
Kansas
|
$297K
|
+$293K
|
+5,202
|
New
|
|
|
166
|
Transform Wealth
Greenwood Village,
Colorado
|
$294K
|
+$290K
|
+5,152
|
New
|
|
|
167
|
Howard Financial Services
Dallas,
Texas
|
$292K
|
+$5.85K
|
+104
|
+2%
|
|
|
168
|
Texas Capital Bancshares
Dallas,
Texas
|
$292K
|
–
|
–
|
–
|
|
|
169
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$290K
|
–
|
–
|
–
|
|
|
170
|
Eagle Strategies
New York
|
$284K
|
+$280K
|
+4,977
|
New
|
|
|
171
|
Level Four Advisory Services
Dallas,
Texas
|
$282K
|
+$279K
|
+4,950
|
New
|
|
|
172
|
Raymond James Trust
St. Petersburg,
Florida
|
$257K
|
+$254K
|
+4,508
|
New
|
|
|
173
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$254K
|
+$338
|
+6
|
+0.1%
|
|
|
174
|
Commerce Bank
Kansas City,
Missouri
|
$249K
|
–
|
–
|
–
|
|
|
175
|
CreativeOne Wealth
Overland Park,
Kansas
|
$234K
|
+$231K
|
+4,105
|
New
|
|
