|
176
|
Fiduciary Trust
Boston,
Massachusetts
|
$267K
|
+$41.8K
|
+4,894
|
+18%
|
|
|
177
|
Vise Technologies
New York
|
$265K
|
+$46K
|
+5,392
|
+21%
|
|
|
178
|
WR Wealth Planners
Columbia,
Missouri
|
$264K
|
+$12.5K
|
+1,469
|
+5%
|
|
|
179
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$262K
|
+$97.5K
|
+11,421
|
+57%
|
|
|
180
|
Evergreen Capital Management
Bellevue,
Washington
|
$255K
|
+$5.22K
|
+612
|
+2%
|
|
|
181
|
Atria Wealth Solutions
New York
|
$253K
|
-$146K
|
-17,075
|
-36%
|
|
|
182
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$252K
|
-$4.37K
|
-512
|
-2%
|
|
|
183
|
TD Private Client Wealth
New York
|
$252K
|
+$104K
|
+12,147
|
+68%
|
|
|
184
|
One Wealth Advisors
San Francisco,
California
|
$251K
|
+$256K
|
+29,955
|
New
|
|
|
185
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$251K
|
-$464K
|
-54,397
|
-65%
|
|
|
186
|
Valeo Financial Advisors
Carmel,
Indiana
|
$249K
|
+$6.82K
|
+799
|
+3%
|
|
|
187
|
Seed Wealth Management
Evanston,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
188
|
Lafayette Investments
Ashton,
Maryland
|
$244K
|
–
|
–
|
–
|
|
|
189
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$241K
|
-$5.44K
|
-637
|
-2%
|
|
|
190
|
Park Place Capital
Homewood,
Alabama
|
$234K
|
+$2.81K
|
+329
|
+1%
|
|
|
191
|
Equitable Holdings
New York
|
$234K
|
-$16.1K
|
-1,891
|
-6%
|
|
|
192
|
Pacer Advisors
Malvern,
Pennsylvania
|
$234K
|
+$17.4K
|
+2,034
|
+8%
|
|
|
193
|
GQG Partners
Ft. Lauderdale,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
194
|
Whittier Trust
South Pasadena,
California
|
$230K
|
–
|
–
|
–
|
|
|
195
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$228K
|
+$47.2K
|
+5,533
|
+26%
|
|
|
196
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$223K
|
+$227K
|
+26,565
|
New
|
|
|
197
|
Great Lakes Retirement
Sandusky,
Ohio
|
$220K
|
-$2.08K
|
-244
|
-0.9%
|
|
|
198
|
Balentine LLC
Atlanta,
Georgia
|
$217K
|
-$24.6K
|
-2,885
|
-10%
|
|
|
199
|
Portside Wealth Group
Provo,
Utah
|
$217K
|
+$221K
|
+25,881
|
New
|
|
|
200
|
Moran Wealth Management
Naples,
Florida
|
$216K
|
-$7.28K
|
-853
|
-3%
|
|
