|
201
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$365K
|
-$182K
|
-4,238
|
-33%
|
|
|
202
|
Copperleaf Capital
Raleigh,
North Carolina
|
$363K
|
+$1.54K
|
+36
|
+0.4%
|
|
|
203
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$363K
|
+$375K
|
+8,743
|
New
|
|
|
204
|
Secure Asset Management
Troy,
Michigan
|
$357K
|
+$3.3K
|
+77
|
+0.9%
|
|
|
205
|
Jefferies Financial Group
New York
|
$348K
|
–
|
–
|
–
|
|
|
206
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$343K
|
-$2.61K
|
-61
|
-0.7%
|
|
|
207
|
TownSquare Capital
Provo,
Utah
|
$335K
|
-$624K
|
-14,572
|
-64%
|
|
|
208
|
Arcus Capital Partners
Atlanta,
Georgia
|
$333K
|
+$7.58K
|
+177
|
+2%
|
|
|
209
|
Astoria Portfolio Advisors
New York
|
$329K
|
+$1.5K
|
+35
|
+0.4%
|
|
|
210
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$328K
|
+$119K
|
+2,785
|
+54%
|
|
|
211
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$327K
|
–
|
–
|
–
|
|
|
212
|
Certus Wealth Management
Redwood City,
California
|
$323K
|
-$456K
|
-10,645
|
-58%
|
|
|
213
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$315K
|
-$2M
|
-46,599
|
-86%
|
|
|
214
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$315K
|
-$2M
|
-46,599
|
-86%
|
|
|
215
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$314K
|
-$292K
|
-6,822
|
-47%
|
|
|
216
|
Regimen Wealth
Atlanta,
Georgia
|
$312K
|
+$29.1K
|
+680
|
+10%
|
|
|
217
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$306K
|
-$769K
|
-17,937
|
-71%
|
|
|
218
|
Atria Investments
Charlotte,
North Carolina
|
$303K
|
-$4.34M
|
-101,313
|
-93%
|
|
|
219
|
Bessemer Group
Woodbridge,
New Jersey
|
$302K
|
+$33.8K
|
+789
|
+12%
|
|
|
220
|
Axxcess Wealth Management
Carlsbad,
California
|
$296K
|
+$5.79K
|
+135
|
+2%
|
|
|
221
|
Bank of New York Mellon
New York
|
$295K
|
-$14.3M
|
-332,679
|
-98%
|
|
|
222
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$295K
|
-$14K
|
-327
|
-4%
|
|
|
223
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$292K
|
-$2.32M
|
-54,200
|
-89%
|
|
|
224
|
Arax Advisory Partners
Denver,
Colorado
|
$291K
|
+$4.71K
|
+110
|
+2%
|
|
|
225
|
One Advisory Partners
Overland Park,
Kansas
|
$290K
|
-$2.97M
|
-69,188
|
-91%
|
|
