|
201
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$733K
|
+$25.2K
|
+524
|
+4%
|
|
|
202
|
Donor Advised Charitable Giving
San Francisco,
California
|
$729K
|
+$348K
|
+7,258
|
+93%
|
|
|
203
|
AlphaCore Capital
La Jolla,
California
|
$729K
|
+$724K
|
+15,075
|
New
|
|
|
204
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$721K
|
-$781K
|
-16,260
|
-52%
|
|
|
205
|
Washington Trust Bank
Spokane,
Washington
|
$711K
|
-$96
|
-2
|
-0%
|
|
|
206
|
William Blair & Company
Chicago,
Illinois
|
$683K
|
-$25.7K
|
-535
|
-4%
|
|
|
207
|
Two Sigma Securities
New York
|
$676K
|
+$671K
|
+13,985
|
New
|
|
|
208
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$665K
|
+$1.87K
|
+39
|
+0.3%
|
|
|
209
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$664K
|
-$125K
|
-2,610
|
-16%
|
|
|
210
|
US Bancorp
Minneapolis,
Minnesota
|
$661K
|
+$384
|
+8
|
+0.1%
|
|
|
211
|
MAI Capital Management
Independence,
Ohio
|
$655K
|
+$38.6K
|
+804
|
+6%
|
|
|
212
|
Truist Financial
Charlotte,
North Carolina
|
$655K
|
-$183K
|
-3,809
|
-22%
|
|
|
213
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$653K
|
-$165K
|
-3,440
|
-20%
|
|
|
214
|
Leavell Investment Management
Mobile,
Alabama
|
$651K
|
+$14.8K
|
+309
|
+2%
|
|
|
215
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$643K
|
-$180K
|
-3,743
|
-22%
|
|
|
216
|
Greykasell Wealth Strategies
Danville,
California
|
$641K
|
-$248K
|
-5,159
|
-28%
|
|
|
217
|
HB Wealth Management
Atlanta,
Georgia
|
$640K
|
–
|
–
|
–
|
|
|
218
|
Park Avenue Securities
New York
|
$626K
|
-$16K
|
-334
|
-3%
|
|
|
219
|
Evensky & Katz
Coral Gables,
Florida
|
$601K
|
+$2.35K
|
+49
|
+0.4%
|
|
|
220
|
GM Advisory Group
Melville,
New York
|
$595K
|
+$591K
|
+12,315
|
New
|
|
|
221
|
Miracle Mile Advisors
Los Angeles,
California
|
$593K
|
-$301K
|
-6,264
|
-34%
|
|
|
222
|
Blue Trust Inc
Alpharetta,
Georgia
|
$577K
|
-$738K
|
-15,381
|
-56%
|
|
|
223
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$575K
|
+$465K
|
+9,695
|
+439%
|
|
|
224
|
Opus Capital Group
Cincinnati,
Ohio
|
$575K
|
+$26.1K
|
+544
|
+5%
|
|
|
225
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$574K
|
-$39.9K
|
-831
|
-7%
|
|
