|
201
|
PDS Planning
Dublin,
Ohio
|
$261K
|
-$486
|
-15
|
-0.1%
|
|
|
202
|
Envestnet Asset Management
Chicago,
Illinois
|
$258K
|
+$105K
|
+3,251
|
+39%
|
|
|
203
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$254K
|
+$35.6K
|
+1,100
|
+11%
|
|
|
204
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$252K
|
+$46.5K
|
+1,434
|
+14%
|
|
|
205
|
Truist Financial
Charlotte,
North Carolina
|
$245K
|
+$35.8K
|
+1,105
|
+11%
|
|
|
206
|
Concurrent Investment Advisors
Tampa,
Florida
|
$238K
|
+$42.7K
|
+1,319
|
+14%
|
|
|
207
|
Saybrook Capital
Winston Salem,
North Carolina
|
$236K
|
-$1.37M
|
-42,400
|
-80%
|
|
|
208
|
Perigon Wealth Management
San Francisco,
California
|
$235K
|
+$64.6K
|
+1,993
|
+23%
|
|
|
209
|
Verity Asset Management
Durham,
North Carolina
|
$234K
|
+$138K
|
+4,274
|
+68%
|
|
|
210
|
Clear Creek Financial Management
Silverdale,
Washington
|
$233K
|
-$114K
|
-3,529
|
-25%
|
|
|
211
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
212
|
American Alpha Advisors
New York
|
$221K
|
+$324K
|
+10,000
|
New
|
|
|
213
|
TownSquare Capital
Provo,
Utah
|
$219K
|
+$136K
|
+4,201
|
+74%
|
|
|
214
|
Quantinno Capital Management
New York
|
$211K
|
+$90.2K
|
+2,785
|
+41%
|
|
|
215
|
Clearstead Advisors
Cleveland,
Ohio
|
$210K
|
+$146K
|
+4,500
|
+90%
|
|
|
216
|
Steward Partners Investment Advisory
New York
|
$209K
|
+$2.79K
|
+86
|
+0.9%
|
|
|
217
|
Kingswood Wealth Advisors
San Diego,
California
|
$207K
|
+$145K
|
+4,485
|
+92%
|
|
|
218
|
Independent Financial Group
San Diego,
California
|
$204K
|
+$51.5K
|
+1,588
|
+21%
|
|
|
219
|
Allspring Global Investments
Charlotte,
North Carolina
|
$203K
|
+$99.4K
|
+3,068
|
+54%
|
|
|
220
|
IEQ Capital
Foster City,
California
|
$202K
|
+$296K
|
+9,133
|
New
|
|
|
221
|
Ausdal Financial Partners
Davenport,
Iowa
|
$201K
|
+$295K
|
+9,090
|
New
|
|
|
222
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$198K
|
+$290K
|
+8,952
|
New
|
|
|
223
|
KBC Group
Brussels,
Belgium
|
$185K
|
-$5.61K
|
-173
|
-2%
|
|
|
224
|
Harbour Investments
Madison,
Wisconsin
|
$162K
|
+$66K
|
+2,038
|
+39%
|
|
|
225
|
Amalgamated Bank
New York
|
$154K
|
+$3.47K
|
+107
|
+2%
|
|
