|
151
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$420K
|
–
|
–
|
–
|
|
|
152
|
Leo Wealth LLC
Hurst,
Texas
|
$413K
|
-$37.9K
|
-398
|
-8%
|
|
|
153
|
Vantage Point Financial
Lisle,
Illinois
|
$408K
|
-$10.4K
|
-109
|
-2%
|
|
|
154
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$408K
|
–
|
–
|
–
|
|
|
155
|
Brown Brothers Harriman & Co
New York
|
$401K
|
-$22.3K
|
-234
|
-5%
|
|
|
156
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$397K
|
–
|
–
|
–
|
|
|
157
|
|
$391K
|
–
|
–
|
–
|
|
|
158
|
REAP Financial Group
Austin,
Texas
|
$386K
|
-$17.2K
|
-181
|
-4%
|
|
|
159
|
MAI Capital Management
Independence,
Ohio
|
$377K
|
+$18.7K
|
+197
|
+5%
|
|
|
160
|
M&T Bank
Buffalo,
New York
|
$371K
|
-$71.3K
|
-750
|
-16%
|
|
|
161
|
William Blair & Company
Chicago,
Illinois
|
$353K
|
+$25.2K
|
+265
|
+7%
|
|
|
162
|
AQR Capital Management
Greenwich,
Connecticut
|
$349K
|
-$199K
|
-2,094
|
-36%
|
|
|
163
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$349K
|
–
|
–
|
–
|
|
|
164
|
Yoder Wealth Management
Walnut Creek,
California
|
$347K
|
–
|
–
|
–
|
|
|
165
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$341K
|
+$247K
|
+2,599
|
+241%
|
|
|
166
|
Ballast Advisors
Woodbury,
Minnesota
|
$334K
|
–
|
–
|
–
|
|
|
167
|
Atria Investments
Charlotte,
North Carolina
|
$332K
|
-$110K
|
-1,156
|
-24%
|
|
|
168
|
Silverlake Wealth Management
Williston,
Vermont
|
$328K
|
+$2.09K
|
+22
|
+0.6%
|
|
|
169
|
Meridian Wealth Management
Lexington,
Kentucky
|
$326K
|
-$31.8K
|
-334
|
-9%
|
|
|
170
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$325K
|
+$333K
|
+3,504
|
New
|
|
|
171
|
Legacy Edge Advisors
Syosset,
New York
|
$317K
|
+$54.6K
|
+574
|
+20%
|
|
|
172
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
173
|
Miracle Mile Advisors
Los Angeles,
California
|
$315K
|
-$2.19K
|
-23
|
-0.7%
|
|
|
174
|
CreativeOne Wealth
Overland Park,
Kansas
|
$315K
|
-$11.3K
|
-119
|
-3%
|
|
|
175
|
IEQ Capital
Foster City,
California
|
$304K
|
–
|
–
|
–
|
|
