|
651
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$320K
|
+$277K
|
+762
|
New
|
|
|
652
|
Americana Partners
Houston,
Texas
|
$315K
|
–
|
–
|
–
|
|
|
653
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$313K
|
-$8.37K
|
-23
|
-3%
|
|
|
654
|
Ascent Wealth Partners
New Hartford,
New York
|
$308K
|
+$267K
|
+735
|
New
|
|
|
655
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$308K
|
+$5.09K
|
+14
|
+2%
|
|
|
656
|
EP Wealth Advisors
Torrance,
California
|
$307K
|
+$266K
|
+732
|
New
|
|
|
657
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$307K
|
+$266K
|
+731
|
New
|
|
|
658
|
Everhart Financial Group
Dublin,
Ohio
|
$306K
|
+$266K
|
+730
|
New
|
|
|
659
|
Counterpoint Mutual Funds
San Diego,
California
|
$306K
|
+$265K
|
+729
|
New
|
|
|
660
|
BXM Wealth
Englewood,
Colorado
|
$304K
|
-$45.5K
|
-125
|
-15%
|
|
|
661
|
Royal Fund Management
Lady Lake,
Florida
|
$303K
|
+$262K
|
+721
|
New
|
|
|
662
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$302K
|
+$262K
|
+720
|
New
|
|
|
663
|
TABR Capital Management
Orange,
California
|
$302K
|
+$262K
|
+720
|
New
|
|
|
664
|
Ausdal Financial Partners
Davenport,
Iowa
|
$299K
|
+$259K
|
+713
|
New
|
|
|
665
|
Appleton Partners
Boston,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
666
|
180 Wealth Advisors
Federal Way,
Washington
|
$299K
|
-$1.46K
|
-4
|
-0.6%
|
|
|
667
|
Bayforest Capital
London,
United Kingdom
|
$298K
|
-$195K
|
-537
|
-43%
|
|
|
668
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$297K
|
+$258K
|
+708
|
New
|
|
|
669
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$294K
|
+$255K
|
+701
|
New
|
|
|
670
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$292K
|
+$253K
|
+695
|
New
|
|
|
671
|
AlphaCore Capital
La Jolla,
California
|
$289K
|
+$251K
|
+689
|
New
|
|
|
672
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$288K
|
+$250K
|
+686
|
New
|
|
|
673
|
Parcion Private Wealth
Bellevue,
Washington
|
$288K
|
+$250K
|
+686
|
New
|
|
|
674
|
Brown Advisory
Baltimore,
Maryland
|
$284K
|
-$243K
|
-668
|
-50%
|
|
|
675
|
Values First Advisors
Gray,
Tennessee
|
$283K
|
+$246K
|
+675
|
New
|
|
