|
326
|
Private Wealth Group
Tampa,
Florida
|
$443K
|
+$441K
|
+4,658
|
New
|
|
|
327
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$435K
|
+$84.2K
|
+890
|
+23%
|
|
|
328
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$434K
|
+$120K
|
+1,269
|
+39%
|
|
|
329
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$434K
|
+$120K
|
+1,269
|
+39%
|
|
|
330
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$434K
|
–
|
–
|
–
|
|
|
331
|
Financial Counselors Inc
Overland Park,
Kansas
|
$434K
|
+$431K
|
+4,558
|
New
|
|
|
332
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$429K
|
-$143K
|
-1,517
|
-25%
|
|
|
333
|
Eagle Strategies
New York
|
$426K
|
+$423K
|
+4,476
|
New
|
|
|
334
|
VisionPoint Advisory Group
Dallas,
Texas
|
$425K
|
+$422K
|
+4,464
|
New
|
|
|
335
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$424K
|
–
|
–
|
–
|
|
|
336
|
Hancock Whitney
Gulfport,
Mississippi
|
$416K
|
+$413K
|
+4,370
|
New
|
|
|
337
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$415K
|
–
|
–
|
–
|
|
|
338
|
WealthPLAN Partners
Omaha,
Nebraska
|
$411K
|
–
|
–
|
–
|
|
|
339
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$410K
|
+$13.3K
|
+141
|
+3%
|
|
|
340
|
Tucker Asset Management
Littleton,
Colorado
|
$398K
|
+$393K
|
+4,159
|
+23,106%
|
|
|
341
|
Wilson & Boucher Capital Management
Moraga,
California
|
$395K
|
–
|
–
|
–
|
|
|
342
|
Independent Financial Group
San Diego,
California
|
$388K
|
-$67.1K
|
-709
|
-15%
|
|
|
343
|
SteelPeak Wealth
Woodland Hills,
California
|
$388K
|
-$66.1K
|
-699
|
-15%
|
|
|
344
|
Pine Valley Investments
Marlton,
New Jersey
|
$384K
|
+$3.6K
|
+38
|
+1%
|
|
|
345
|
Sterling Investment Counsel
Buffalo,
New York
|
$380K
|
+$72.8K
|
+770
|
+24%
|
|
|
346
|
Private Trust Company
Cleveland,
Ohio
|
$379K
|
–
|
–
|
–
|
|
|
347
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$377K
|
-$13.5K
|
-143
|
-3%
|
|
|
348
|
Fidelity Investments
Boston,
Massachusetts
|
$375K
|
+$259K
|
+2,739
|
+229%
|
|
|
349
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$370K
|
+$71.9K
|
+760
|
+24%
|
|
|
350
|
Focus Financial Network
Minneapolis,
Minnesota
|
$365K
|
-$6.15K
|
-65
|
-2%
|
|
