|
201
|
Valeo Financial Advisors
Carmel,
Indiana
|
$793K
|
+$45.9K
|
+3,101
|
+7%
|
|
|
202
|
Personal CFO Solutions
Chester,
New Jersey
|
$792K
|
-$11.1K
|
-753
|
-1%
|
|
|
203
|
Portside Wealth Group
Provo,
Utah
|
$787K
|
-$9K
|
-608
|
-1%
|
|
|
204
|
Henshaw Capital
Woburn,
Massachusetts
|
$774K
|
-$1.28M
|
-86,319
|
-64%
|
|
|
205
|
Fox Run Management
Greenwich,
Connecticut
|
$772K
|
+$717K
|
+48,406
|
New
|
|
|
206
|
NewEdge Advisors
New Orleans,
Louisiana
|
$769K
|
-$590K
|
-39,843
|
-45%
|
|
|
207
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$762K
|
-$64.3K
|
-4,343
|
-8%
|
|
|
208
|
Synovus Financial
Columbus,
Georgia
|
$760K
|
+$1.9K
|
+128
|
+0.3%
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$754K
|
+$157K
|
+10,605
|
+29%
|
|
|
210
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$745K
|
-$141K
|
-9,515
|
-17%
|
|
|
211
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$743K
|
+$414K
|
+27,980
|
+150%
|
|
|
212
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$733K
|
+$51.3K
|
+3,463
|
+8%
|
|
|
213
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$729K
|
+$2.44K
|
+165
|
+0.4%
|
|
|
214
|
Parallel Advisors
San Francisco,
California
|
$727K
|
-$20K
|
-1,349
|
-3%
|
|
|
215
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$722K
|
–
|
–
|
–
|
|
|
216
|
William Blair & Company
Chicago,
Illinois
|
$713K
|
-$12.7K
|
-861
|
-2%
|
|
|
217
|
Successful Portfolios
Clearwater,
Florida
|
$702K
|
-$6.75K
|
-456
|
-1%
|
|
|
218
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$690K
|
+$1.57K
|
+106
|
+0.2%
|
|
|
219
|
DMC Group
Birmingham,
Alabama
|
$689K
|
+$34.9K
|
+2,359
|
+6%
|
|
|
220
|
Five Oceans Advisors
Santa Monica,
California
|
$687K
|
–
|
–
|
–
|
|
|
221
|
Mission Wealth Management
Santa Barbara,
California
|
$665K
|
+$9.8K
|
+662
|
+2%
|
|
|
222
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$652K
|
–
|
–
|
–
|
|
|
223
|
Rockefeller Capital Management
New York
|
$639K
|
-$2.08M
|
-140,211
|
-78%
|
|
|
224
|
Sage Rhino Capital
Menlo Park,
California
|
$631K
|
–
|
–
|
–
|
|
|
225
|
InTrack Investment Management
South Burlington,
Vermont
|
$629K
|
+$92K
|
+6,212
|
+19%
|
|
