|
401
|
Atria Wealth Solutions
New York
|
$240K
|
+$215K
|
+923
|
New
|
|
|
402
|
Sargent Investment Group
Bethesda,
Maryland
|
$238K
|
+$213K
|
+915
|
New
|
|
|
403
|
Petrus Trust Company
Dallas,
Texas
|
$235K
|
+$211K
|
+904
|
New
|
|
|
404
|
Personal CFO Solutions
Chester,
New Jersey
|
$231K
|
+$208K
|
+891
|
New
|
|
|
405
|
V-Square Quantitative Management
Chicago,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
406
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$228K
|
-$66.5K
|
-285
|
-24%
|
|
|
407
|
EP Wealth Advisors
Torrance,
California
|
$228K
|
+$205K
|
+879
|
New
|
|
|
408
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$227K
|
+$14.9K
|
+64
|
+8%
|
|
|
409
|
Richard W. Paul & Associates
Novi,
Michigan
|
$226K
|
+$202K
|
+867
|
+17,340%
|
|
|
410
|
Steward Partners Investment Advisory
New York
|
$226K
|
+$11K
|
+47
|
+6%
|
|
|
411
|
Seelaus Asset Management
Chatham,
New Jersey
|
$224K
|
+$202K
|
+864
|
New
|
|
|
412
|
|
$221K
|
-$248K
|
-1,062
|
-56%
|
|
|
413
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$221K
|
+$198K
|
+850
|
New
|
|
|
414
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$220K
|
-$35.7K
|
-153
|
-15%
|
|
|
415
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$216K
|
+$194K
|
+830
|
New
|
|
|
416
|
Foundry Partners
Minneapolis,
Minnesota
|
$214K
|
+$192K
|
+825
|
New
|
|
|
417
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$214K
|
+$192K
|
+825
|
New
|
|
|
418
|
Nomura Holdings
Tokyo,
Japan
|
$212K
|
+$190K
|
+816
|
New
|
|
|
419
|
Sunbelt Securities
Houston,
Texas
|
$210K
|
-$4.43K
|
-19
|
-2%
|
|
|
420
|
HB Wealth Management
Atlanta,
Georgia
|
$210K
|
+$188K
|
+808
|
New
|
|
|
421
|
Lido Advisors
Los Angeles,
California
|
$210K
|
+$188K
|
+807
|
New
|
|
|
422
|
|
$209K
|
+$188K
|
+805
|
New
|
|
|
423
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$208K
|
+$186K
|
+799
|
New
|
|
|
424
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$201K
|
+$184K
|
+787
|
New
|
|
|
425
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$196K
|
-$4.2K
|
-18
|
-2%
|
|
