|
301
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$582K
|
+$3.13K
|
+45
|
+0.5%
|
|
|
302
|
FDx Advisors
Chicago,
Illinois
|
$582K
|
+$3.06K
|
+44
|
+0.5%
|
|
|
303
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$571K
|
+$114K
|
+1,640
|
New
|
|
|
304
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$568K
|
-$4.45K
|
-64
|
-0.8%
|
|
|
305
|
Disciplina Capital Management
Nashville,
Tennessee
|
$556K
|
-$125K
|
-1,803
|
-19%
|
|
|
306
|
Boyd Wealth Management
Sacramento,
California
|
$554K
|
+$182K
|
+2,612
|
+50%
|
|
|
307
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$547K
|
+$538K
|
+7,740
|
New
|
|
|
308
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$541K
|
–
|
–
|
–
|
|
|
309
|
Whittier Trust
South Pasadena,
California
|
$520K
|
–
|
–
|
–
|
|
|
310
|
Koshinski Asset Management
Decatur,
Illinois
|
$520K
|
+$512K
|
+7,359
|
New
|
|
|
311
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$517K
|
+$182K
|
+2,611
|
+55%
|
|
|
312
|
SYM Financial Corp
Winona Lake,
Indiana
|
$511K
|
-$25K
|
-359
|
-5%
|
|
|
313
|
FourThought Financial Partners
Venice,
Florida
|
$506K
|
+$498K
|
+7,157
|
New
|
|
|
314
|
NFP Retirement Inc
Aliso Viejo,
California
|
$505K
|
-$188K
|
-2,701
|
-27%
|
|
|
315
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$504K
|
+$12.4K
|
+179
|
+3%
|
|
|
316
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$503K
|
-$28.5K
|
-410
|
-5%
|
|
|
317
|
Raymond James Trust
St. Petersburg,
Florida
|
$502K
|
-$38.9K
|
-559
|
-7%
|
|
|
318
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$500K
|
+$1.67K
|
+24
|
+0.3%
|
|
|
319
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$490K
|
+$105K
|
+1,512
|
+28%
|
|
|
320
|
Prospera Financial Services
Dallas,
Texas
|
$487K
|
-$6.05K
|
-87
|
-1%
|
|
|
321
|
SageView Advisory Group
Newport Beach,
California
|
$480K
|
+$472K
|
+6,790
|
New
|
|
|
322
|
Curated Wealth Partners
El Segundo,
California
|
$477K
|
–
|
–
|
–
|
|
|
323
|
Cerity Partners OCIO
New York
|
$476K
|
-$4.66K
|
-67
|
-1%
|
|
|
324
|
Abacus Planning Group
Columbia,
South Carolina
|
$476K
|
–
|
–
|
–
|
|
|
325
|
Lake Street Private Wealth
Chicago,
Illinois
|
$468K
|
+$278
|
+4
|
+0.1%
|
|
