|
301
|
Global Retirement Partners
San Rafael,
California
|
$214K
|
+$79K
|
+1,864
|
+59%
|
|
|
302
|
Boston Family Office
Boston,
Massachusetts
|
$213K
|
+$212K
|
+5,000
|
New
|
|
|
303
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$211K
|
-$82.2K
|
-1,940
|
-28%
|
|
|
304
|
Cooper Financial Group
Irvine,
California
|
$210K
|
+$210K
|
+4,947
|
New
|
|
|
305
|
Shelton Capital Management
Denver,
Colorado
|
$204K
|
+$203K
|
+4,800
|
New
|
|
|
306
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$204K
|
+$127
|
+3
|
+0.1%
|
|
|
307
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$204K
|
+$203K
|
+4,792
|
New
|
|
|
308
|
Venturi Wealth Management
Austin,
Texas
|
$195K
|
+$38.6K
|
+911
|
+25%
|
|
|
309
|
KBC Group
Brussels,
Belgium
|
$193K
|
+$74.9K
|
+1,768
|
+64%
|
|
|
310
|
|
$156K
|
+$23.4K
|
+552
|
+18%
|
|
|
311
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$151K
|
-$11.4K
|
-269
|
-7%
|
|
|
312
|
GAMMA Investing
Foster City,
California
|
$144K
|
+$23.7K
|
+558
|
+20%
|
|
|
313
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$102K
|
–
|
–
|
–
|
|
|
314
|
Huntington National Bank
Columbus,
Ohio
|
$98.3K
|
+$46.3K
|
+1,093
|
+90%
|
|
|
315
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$79.6K
|
+$26K
|
+613
|
+49%
|
|
|
316
|
Nomura Asset Management
Tokyo,
Japan
|
$79.1K
|
–
|
–
|
–
|
|
|
317
|
Versant Capital Management
Phoenix,
Arizona
|
$62.9K
|
+$5.98K
|
+141
|
+11%
|
|
|
318
|
Addison Advisors
Middlebury,
Vermont
|
$61.2K
|
+$7.5K
|
+177
|
+14%
|
|
|
319
|
Caitong International Asset Management
Hong Kong
|
$61.2K
|
+$61K
|
+1,440
|
New
|
|
|
320
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$59.9K
|
-$6.15K
|
-145
|
-9%
|
|
|
321
|
Bessemer Group
Woodbridge,
New Jersey
|
$55K
|
+$48.6K
|
+1,147
|
+825%
|
|
|
322
|
Farther Finance Advisors
San Francisco,
California
|
$53.6K
|
-$5.47K
|
-129
|
-9%
|
|
|
323
|
Larson Financial Group
St Louis,
Missouri
|
$48.4K
|
+$12.2K
|
+288
|
+34%
|
|
|
324
|
Blue Trust Inc
Alpharetta,
Georgia
|
$46.6K
|
-$48.4K
|
-1,141
|
-51%
|
|
|
325
|
True Wealth Design
Akron,
Ohio
|
$43.4K
|
+$17.3K
|
+409
|
+67%
|
|
