|
201
|
World Investment Advisors
Santa Barbara,
California
|
$780K
|
-$16.1K
|
-419
|
-2%
|
|
|
202
|
Kestra Investment Management
Austin,
Texas
|
$777K
|
+$7.59K
|
+197
|
+1%
|
|
|
203
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$776K
|
+$718K
|
+18,638
|
+1,954%
|
|
|
204
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$766K
|
-$222K
|
-5,765
|
-23%
|
|
|
205
|
Detalus Advisors
St. Louis,
Missouri
|
$732K
|
-$237K
|
-6,136
|
-25%
|
|
|
206
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$729K
|
-$62.1K
|
-1,612
|
-8%
|
|
|
207
|
Berkeley Inc
Boise,
Idaho
|
$724K
|
+$4.51K
|
+117
|
+0.6%
|
|
|
208
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$692K
|
+$89.1K
|
+2,311
|
+15%
|
|
|
209
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$681K
|
-$6.13K
|
-159
|
-0.9%
|
|
|
210
|
Nova Wealth Management
Bonita Springs,
Florida
|
$661K
|
-$20.7K
|
-536
|
-3%
|
|
|
211
|
Fifth Third Securities
Cincinnati,
Ohio
|
$649K
|
+$114K
|
+2,946
|
+22%
|
|
|
212
|
Icon Wealth Advisors
Houston,
Texas
|
$645K
|
-$1.88M
|
-48,716
|
-75%
|
|
|
213
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$644K
|
+$270K
|
+6,999
|
+76%
|
|
|
214
|
AE Wealth Management
Topeka,
Kansas
|
$641K
|
-$68.9K
|
-1,788
|
-10%
|
|
|
215
|
M Wealth Management LLC
San Diego,
California
|
$638K
|
+$10.4K
|
+271
|
+2%
|
|
|
216
|
Rovin Capital
Mesa,
Arizona
|
$636K
|
+$4.05K
|
+105
|
+0.7%
|
|
|
217
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$636K
|
-$4.49M
|
-116,446
|
-88%
|
|
|
218
|
Lodestar Private Asset Management
Alamo,
California
|
$635K
|
+$38.5K
|
+1,000
|
+7%
|
|
|
219
|
M&T Bank
Buffalo,
New York
|
$603K
|
–
|
–
|
–
|
|
|
220
|
One Wealth Advisors
San Francisco,
California
|
$603K
|
-$109K
|
-2,816
|
-16%
|
|
|
221
|
Aspen Grove Capital
Avon,
Colorado
|
$595K
|
–
|
–
|
–
|
|
|
222
|
5T Wealth
Napa,
California
|
$591K
|
-$104K
|
-2,697
|
-15%
|
|
|
223
|
HeadInvest LLC
Portland,
Maine
|
$578K
|
–
|
–
|
–
|
|
|
224
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$574K
|
+$559K
|
+14,503
|
New
|
|
|
225
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$571K
|
+$27.3K
|
+709
|
+5%
|
|
