|
201
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$389K
|
–
|
–
|
–
|
|
|
202
|
Avidian Wealth Enterprises
Houston,
Texas
|
$387K
|
+$349K
|
+9,870
|
New
|
|
|
203
|
United Capital Financial Advisors
Irving,
Texas
|
$382K
|
-$73.9K
|
-2,088
|
-18%
|
|
|
204
|
Everett Harris & Co
Los Angeles,
California
|
$354K
|
–
|
–
|
–
|
|
|
205
|
WealthOne
Albany,
New York
|
$352K
|
-$36.5K
|
-1,032
|
-10%
|
|
|
206
|
Successful Portfolios
Clearwater,
Florida
|
$341K
|
+$10.8K
|
+306
|
+4%
|
|
|
207
|
Whittier Trust
South Pasadena,
California
|
$330K
|
–
|
–
|
–
|
|
|
208
|
Renaissance Technologies
New York
|
$330K
|
+$297K
|
+8,400
|
New
|
|
|
209
|
Golden State Wealth Management
Santa Ana,
California
|
$326K
|
+$155K
|
+4,380
|
+83%
|
|
|
210
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$318K
|
-$7.43K
|
-210
|
-3%
|
|
|
211
|
Summit Financial Group
Moorefield,
West Virginia
|
$315K
|
–
|
–
|
–
|
|
|
212
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$298K
|
+$268K
|
+7,584
|
New
|
|
|
213
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$296K
|
-$26.5K
|
-750
|
-9%
|
|
|
214
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$289K
|
+$1.06K
|
+30
|
+0.4%
|
|
|
215
|
Vicus Capital
State College,
Pennsylvania
|
$286K
|
-$627K
|
-17,730
|
-71%
|
|
|
216
|
SigFig Wealth Management
San Francisco,
California
|
$286K
|
+$258K
|
+7,290
|
New
|
|
|
217
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$283K
|
+$41.8K
|
+1,182
|
+20%
|
|
|
218
|
Windsor Capital Management
Phoenix,
Arizona
|
$282K
|
–
|
–
|
–
|
|
|
219
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$272K
|
-$24.8K
|
-702
|
-9%
|
|
|
220
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$267K
|
-$6.79K
|
-192
|
-3%
|
|
|
221
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$260K
|
+$109K
|
+3,084
|
+87%
|
|
|
222
|
Excalibur Management
Waltham,
Massachusetts
|
$252K
|
-$27.6K
|
-780
|
-11%
|
|
|
223
|
Regions Financial Corp
Birmingham,
Alabama
|
$251K
|
+$226K
|
+6,390
|
New
|
|
|
224
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$247K
|
+$223K
|
+6,294
|
New
|
|
|
225
|
Avantax Planning Partners
Dubuque,
Iowa
|
$246K
|
+$222K
|
+6,264
|
New
|
|
