|
151
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$477K
|
–
|
–
|
–
|
|
|
152
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$472K
|
+$100K
|
+988
|
+28%
|
|
|
153
|
Triad Wealth Partners
Lawrence,
Kansas
|
$470K
|
-$987K
|
-9,749
|
-70%
|
|
|
154
|
Vantage Point Financial
Lisle,
Illinois
|
$463K
|
–
|
–
|
–
|
|
|
155
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$463K
|
–
|
–
|
–
|
|
|
156
|
Brown Brothers Harriman & Co
New York
|
$455K
|
–
|
–
|
–
|
|
|
157
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$453K
|
+$437K
|
+4,320
|
New
|
|
|
158
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$445K
|
-$288K
|
-2,848
|
-40%
|
|
|
159
|
|
$443K
|
–
|
–
|
–
|
|
|
160
|
REAP Financial Group
Austin,
Texas
|
$438K
|
+$202
|
+2
|
+0%
|
|
|
161
|
Kelly Financial Services
Braintree,
Massachusetts
|
$427K
|
-$307K
|
-3,033
|
-43%
|
|
|
162
|
M&T Bank
Buffalo,
New York
|
$421K
|
–
|
–
|
–
|
|
|
163
|
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
|
$418K
|
+$403K
|
+3,977
|
New
|
|
|
164
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$410K
|
–
|
–
|
–
|
|
|
165
|
GTS Securities
Miami,
Florida
|
$408K
|
-$1.74M
|
-17,175
|
-82%
|
|
|
166
|
William Blair & Company
Chicago,
Illinois
|
$400K
|
–
|
–
|
–
|
|
|
167
|
Advyzon Investment Management
Lisle,
Illinois
|
$397K
|
-$129K
|
-1,270
|
-25%
|
|
|
168
|
AQR Capital Management
Greenwich,
Connecticut
|
$396K
|
–
|
–
|
–
|
|
|
169
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
170
|
Yoder Wealth Management
Walnut Creek,
California
|
$393K
|
–
|
–
|
–
|
|
|
171
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$387K
|
–
|
–
|
–
|
|
|
172
|
Beacon Pointe Advisors
Newport Beach,
California
|
$381K
|
+$367K
|
+3,621
|
New
|
|
|
173
|
Ballast Advisors
Woodbury,
Minnesota
|
$379K
|
–
|
–
|
–
|
|
|
174
|
Creative Planning
Overland Park,
Kansas
|
$373K
|
+$107K
|
+1,062
|
+43%
|
|
|
175
|
Focus Partners Wealth
Boston,
Massachusetts
|
$369K
|
+$73.7K
|
+728
|
+26%
|
|
