|
426
|
RMR Wealth Builders
Montclair,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
427
|
United Capital Financial Advisors
Irving,
Texas
|
$256K
|
+$246K
|
+1,440
|
New
|
|
|
428
|
Advisory Alpha
Holland,
Michigan
|
$251K
|
–
|
–
|
–
|
|
|
429
|
Beacon Financial Group
Dallas,
Texas
|
$250K
|
-$62.9K
|
-368
|
-21%
|
|
|
430
|
Wallington Asset Management
Indianapolis,
Indiana
|
$249K
|
–
|
–
|
–
|
|
|
431
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$248K
|
+$238K
|
+1,395
|
New
|
|
|
432
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$247K
|
+$20.8K
|
+122
|
+10%
|
|
|
433
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$246K
|
–
|
–
|
–
|
|
|
434
|
Equitable Trust
Nashville,
Tennessee
|
$244K
|
–
|
–
|
–
|
|
|
435
|
NEOS Investment Management
Westport,
Connecticut
|
$241K
|
+$2.56K
|
+15
|
+1%
|
|
|
436
|
Manning & Napier Advisors
Fairport,
New York
|
$240K
|
+$229K
|
+1,339
|
New
|
|
|
437
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$237K
|
+$227K
|
+1,331
|
New
|
|
|
438
|
Fiduciary Trust
Boston,
Massachusetts
|
$232K
|
-$99.6K
|
-583
|
-31%
|
|
|
439
|
Washington Capital Management
Seattle,
Washington
|
$231K
|
+$222K
|
+1,300
|
New
|
|
|
440
|
Krilogy Financial
St. Louis,
Missouri
|
$231K
|
+$202K
|
+1,184
|
New
|
|
|
441
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$231K
|
-$513
|
-3
|
-0.2%
|
|
|
442
|
Hantz Financial Services
Southfield,
Michigan
|
$229K
|
+$49.9K
|
+292
|
+29%
|
|
|
443
|
Patton Fund Management
Dallas,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
444
|
Perigon Wealth Management
San Francisco,
California
|
$219K
|
+$211K
|
+1,232
|
New
|
|
|
445
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$219K
|
+$210K
|
+1,231
|
New
|
|
|
446
|
Global Retirement Partners
San Rafael,
California
|
$219K
|
+$69.7K
|
+408
|
+50%
|
|
|
447
|
Checchi Capital Advisers
Beverly Hills,
California
|
$219K
|
-$23.1K
|
-135
|
-10%
|
|
|
448
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$214K
|
-$2.15M
|
-12,563
|
-91%
|
|
|
449
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$214K
|
+$205K
|
+1,200
|
New
|
|
|
450
|
PFG Investments
Woodbury,
New York
|
$213K
|
+$205K
|
+1,197
|
New
|
|
