|
251
|
William Blair & Company
Chicago,
Illinois
|
$980K
|
+$42.1K
|
+461
|
+5%
|
|
|
252
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$976K
|
-$2.28K
|
-25
|
-0.2%
|
|
|
253
|
World Investment Advisors
Santa Barbara,
California
|
$974K
|
-$3.56K
|
-39
|
-0.3%
|
|
|
254
|
71 West Capital Partners
Boston,
Massachusetts
|
$973K
|
+$934K
|
+10,234
|
New
|
|
|
255
|
Traveka Wealth
Los Altos,
California
|
$963K
|
+$2.01K
|
+22
|
+0.2%
|
|
|
256
|
Chelsea Counsel Company
Los Angeles,
California
|
$960K
|
–
|
–
|
–
|
|
|
257
|
Lido Advisors
Los Angeles,
California
|
$956K
|
+$90.6K
|
+993
|
+11%
|
|
|
258
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$955K
|
-$78.2K
|
-857
|
-8%
|
|
|
259
|
Venturi Wealth Management
Austin,
Texas
|
$949K
|
+$80.9K
|
+886
|
+10%
|
|
|
260
|
Clearstead Advisors
Cleveland,
Ohio
|
$929K
|
-$891K
|
-9,765
|
-50%
|
|
|
261
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$906K
|
+$5.47K
|
+60
|
+0.6%
|
|
|
262
|
Drive Wealth Management
Lehi,
Utah
|
$906K
|
+$18.5K
|
+203
|
+2%
|
|
|
263
|
|
$893K
|
+$8.67K
|
+95
|
+1%
|
|
|
264
|
Westover Capital Advisors
Wilmington,
Delaware
|
$886K
|
–
|
–
|
–
|
|
|
265
|
Xponance
Philadelphia,
Pennsylvania
|
$871K
|
+$417K
|
+4,568
|
+100%
|
|
|
266
|
Bridgewater Advisors
New York
|
$865K
|
-$1.73K
|
-19
|
-0.2%
|
|
|
267
|
Commerce Bank
Kansas City,
Missouri
|
$864K
|
-$11.2K
|
-123
|
-1%
|
|
|
268
|
Schonfeld Strategic Advisors
New York
|
$864K
|
+$829K
|
+9,088
|
New
|
|
|
269
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$857K
|
–
|
–
|
–
|
|
|
270
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$849K
|
+$639
|
+7
|
+0.1%
|
|
|
271
|
55 North Private Wealth
Winter Park,
Florida
|
$836K
|
+$198K
|
+2,168
|
+33%
|
|
|
272
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$833K
|
–
|
–
|
–
|
|
|
273
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$813K
|
+$155K
|
+1,700
|
+25%
|
|
|
274
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$809K
|
+$776K
|
+8,506
|
New
|
|
|
275
|
Allie Family Office
Miami,
Florida
|
$809K
|
–
|
–
|
–
|
|
