|
176
|
PDS Planning
Dublin,
Ohio
|
$301K
|
+$36.7K
|
+1,259
|
+14%
|
|
|
177
|
Avantax Advisory Services
Dallas,
Texas
|
$300K
|
+$63K
|
+2,159
|
+26%
|
|
|
178
|
McGowan Group Asset Management
Dallas,
Texas
|
$297K
|
+$1.9K
|
+65
|
+0.6%
|
|
|
179
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$296K
|
–
|
–
|
–
|
|
|
180
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$290K
|
–
|
–
|
–
|
|
|
181
|
Corient IA
Miami,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
182
|
Kestra Advisory Services
Austin,
Texas
|
$284K
|
+$287K
|
+9,847
|
New
|
|
|
183
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$263K
|
+$32.6K
|
+1,118
|
+14%
|
|
|
184
|
Legacy Capital Group California
Los Gatos,
California
|
$262K
|
-$10.8K
|
-370
|
-4%
|
|
|
185
|
West Family Investments
Carlsbad,
California
|
$261K
|
+$40.2K
|
+1,379
|
+18%
|
|
|
186
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$261K
|
+$264K
|
+9,063
|
New
|
|
|
187
|
Sivia Capital Partners
Mill Valley,
California
|
$261K
|
+$264K
|
+9,042
|
New
|
|
|
188
|
Valeo Financial Advisors
Carmel,
Indiana
|
$260K
|
+$8.78K
|
+301
|
+3%
|
|
|
189
|
Cetera Trust Company
St. Paul,
Minnesota
|
$259K
|
+$16.8K
|
+575
|
+7%
|
|
|
190
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$258K
|
+$110K
|
+3,766
|
+72%
|
|
|
191
|
Checchi Capital Advisers
Beverly Hills,
California
|
$253K
|
+$1.28K
|
+44
|
+0.5%
|
|
|
192
|
|
$247K
|
-$25.1K
|
-862
|
-9%
|
|
|
193
|
KeyBank National Association
Cleveland,
Ohio
|
$247K
|
+$17.8K
|
+611
|
+8%
|
|
|
194
|
M&T Bank
Buffalo,
New York
|
$245K
|
+$408
|
+14
|
+0.2%
|
|
|
195
|
Truist Financial
Charlotte,
North Carolina
|
$240K
|
-$9.27K
|
-318
|
-4%
|
|
|
196
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$236K
|
+$238K
|
+8,178
|
New
|
|
|
197
|
Ascent Group
Virginia Beach,
Virginia
|
$234K
|
+$237K
|
+8,127
|
New
|
|
|
198
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$225K
|
–
|
–
|
–
|
|
|
199
|
Jones Financial Companies
Des Peres,
Missouri
|
$214K
|
+$38.9K
|
+1,335
|
+23%
|
|
|
200
|
Atria Investments
Charlotte,
North Carolina
|
$213K
|
+$216K
|
+7,401
|
New
|
|
