|
201
|
Parametric Portfolio Associates
Seattle,
Washington
|
$939K
|
+$924K
|
+11,740
|
New
|
|
|
202
|
Private Ocean
San Rafael,
California
|
$894K
|
–
|
–
|
–
|
|
|
203
|
Financial Advocates Investment Management
Olympia,
Washington
|
$893K
|
+$29.3K
|
+372
|
+3%
|
|
|
204
|
Huntington National Bank
Columbus,
Ohio
|
$873K
|
–
|
–
|
–
|
|
|
205
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$872K
|
-$5.83K
|
-74
|
-0.7%
|
|
|
206
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$859K
|
-$84.7K
|
-1,076
|
-9%
|
|
|
207
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$826K
|
-$20K
|
-254
|
-2%
|
|
|
208
|
Synovus Financial
Columbus,
Georgia
|
$816K
|
-$36.4K
|
-462
|
-4%
|
|
|
209
|
IFP Advisors
Tampa,
Florida
|
$816K
|
+$810K
|
+10,294
|
New
|
|
|
210
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$807K
|
-$5.83K
|
-74
|
-0.7%
|
|
|
211
|
Private Capital Group
West Hartford,
Connecticut
|
$800K
|
+$30.4K
|
+386
|
+4%
|
|
|
212
|
Pacific Financial Group
Bellevue,
Washington
|
$792K
|
+$22.5K
|
+286
|
+3%
|
|
|
213
|
Harborview Advisors
Portland,
Maine
|
$765K
|
-$315
|
-4
|
-0%
|
|
|
214
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$757K
|
-$3.78K
|
-48
|
-0.5%
|
|
|
215
|
Prospera Financial Services
Dallas,
Texas
|
$752K
|
+$499K
|
+6,340
|
+207%
|
|
|
216
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$737K
|
+$29.1K
|
+370
|
+4%
|
|
|
217
|
Cadence Bank NA
Houston,
Texas
|
$709K
|
-$53.7K
|
-682
|
-7%
|
|
|
218
|
Mission Wealth Management
Santa Barbara,
California
|
$706K
|
-$1.89K
|
-24
|
-0.3%
|
|
|
219
|
Coldstream Capital Management
Bellevue,
Washington
|
$697K
|
–
|
–
|
–
|
|
|
220
|
IHT Wealth Management
Chicago,
Illinois
|
$682K
|
-$480K
|
-6,104
|
-42%
|
|
|
221
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$680K
|
–
|
–
|
–
|
|
|
222
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$679K
|
-$73.4K
|
-932
|
-10%
|
|
|
223
|
SouthState Corp
Winter Haven,
Florida
|
$671K
|
-$61.2K
|
-778
|
-8%
|
|
|
224
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$645K
|
–
|
–
|
–
|
|
|
225
|
Rockefeller Capital Management
New York
|
$643K
|
+$523K
|
+6,642
|
+472%
|
|
