|
151
|
Transcend Capital Advisors
Madison,
New Jersey
|
$411K
|
-$4.99K
|
-86
|
-1%
|
|
|
152
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$368K
|
-$9.11K
|
-157
|
-2%
|
|
|
153
|
CGC Financial Services
Lake Oswego,
Oregon
|
$368K
|
+$19.9K
|
+343
|
+5%
|
|
|
154
|
Atria Investments
Charlotte,
North Carolina
|
$363K
|
+$378K
|
+6,508
|
New
|
|
|
155
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$357K
|
-$47.9K
|
-825
|
-11%
|
|
|
156
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$356K
|
-$199K
|
-3,433
|
-35%
|
|
|
157
|
Clearstead Advisors
Cleveland,
Ohio
|
$344K
|
–
|
–
|
–
|
|
|
158
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$335K
|
–
|
–
|
–
|
|
|
159
|
SVB Wealth
Boston,
Massachusetts
|
$333K
|
-$70K
|
-1,206
|
-17%
|
|
|
160
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$330K
|
-$32.7K
|
-563
|
-9%
|
|
|
161
|
Prospera Financial Services
Dallas,
Texas
|
$319K
|
+$331K
|
+5,703
|
New
|
|
|
162
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$313K
|
-$10.7K
|
-185
|
-3%
|
|
|
163
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$311K
|
-$6.85K
|
-118
|
-2%
|
|
|
164
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$309K
|
-$106K
|
-1,819
|
-25%
|
|
|
165
|
TKG Advisors
Valparaiso,
Indiana
|
$308K
|
+$1.28K
|
+22
|
+0.4%
|
|
|
166
|
Two Sigma Securities
New York
|
$304K
|
-$68.2K
|
-1,176
|
-18%
|
|
|
167
|
Fermata Advisors
Sonoma,
California
|
$302K
|
+$4.64K
|
+80
|
+2%
|
|
|
168
|
Howard Financial Services
Dallas,
Texas
|
$301K
|
+$5.4K
|
+93
|
+2%
|
|
|
169
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$292K
|
-$2.5K
|
-43
|
-0.8%
|
|
|
170
|
Savvy Advisors Inc
New York
|
$287K
|
+$7.25K
|
+125
|
+2%
|
|
|
171
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$284K
|
–
|
–
|
–
|
|
|
172
|
Corient Private Wealth
Miami,
Florida
|
$279K
|
-$25.3K
|
-436
|
-8%
|
|
|
173
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$279K
|
-$661K
|
-11,400
|
-70%
|
|
|
174
|
Transform Wealth
Greenwood Village,
Colorado
|
$257K
|
-$23.1K
|
-399
|
-8%
|
|
|
175
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$251K
|
–
|
–
|
–
|
|
