|
201
|
Venturi Wealth Management
Austin,
Texas
|
$869K
|
+$105K
|
+5,906
|
+13%
|
|
|
202
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$863K
|
+$40.6K
|
+2,280
|
+5%
|
|
|
203
|
Clearstead Advisors
Cleveland,
Ohio
|
$863K
|
+$905K
|
+50,826
|
New
|
|
|
204
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$851K
|
+$55.8K
|
+3,135
|
+7%
|
|
|
205
|
Prospera Financial Services
Dallas,
Texas
|
$850K
|
+$20.5K
|
+1,151
|
+2%
|
|
|
206
|
Burns Matteson Capital Management
Corning,
New York
|
$831K
|
+$401K
|
+22,537
|
+85%
|
|
|
207
|
Henshaw Capital
Woburn,
Massachusetts
|
$824K
|
–
|
–
|
–
|
|
|
208
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$823K
|
-$131K
|
-7,351
|
-13%
|
|
|
209
|
Trust Point Inc
La Crosse,
Wisconsin
|
$821K
|
+$95.9K
|
+5,389
|
+13%
|
|
|
210
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$807K
|
+$229K
|
+12,888
|
+37%
|
|
|
211
|
GTS Securities
Miami,
Florida
|
$803K
|
+$842K
|
+47,298
|
New
|
|
|
212
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$786K
|
+$1.9K
|
+107
|
+0.2%
|
|
|
213
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$777K
|
+$9.88K
|
+555
|
+1%
|
|
|
214
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$770K
|
+$139K
|
+7,819
|
+21%
|
|
|
215
|
Principal Securities
Des Moines,
Iowa
|
$750K
|
+$50.9K
|
+2,858
|
+7%
|
|
|
216
|
Pinnacle Associates
New York
|
$749K
|
+$271K
|
+15,221
|
+53%
|
|
|
217
|
Aprio Wealth Management
Atlanta,
Georgia
|
$746K
|
+$53.6K
|
+3,010
|
+7%
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$738K
|
-$28.9K
|
-1,622
|
-4%
|
|
|
219
|
Five Oceans Advisors
Santa Monica,
California
|
$732K
|
–
|
–
|
–
|
|
|
220
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$724K
|
-$57.5K
|
-3,230
|
-7%
|
|
|
221
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$724K
|
+$153K
|
+8,615
|
+25%
|
|
|
222
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$719K
|
+$89.9K
|
+5,052
|
+14%
|
|
|
223
|
Successful Portfolios
Clearwater,
Florida
|
$719K
|
–
|
–
|
–
|
|
|
224
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$715K
|
+$9.98K
|
+561
|
+1%
|
|
|
225
|
Aquatic Capital Management
Chicago,
Illinois
|
$711K
|
-$1.07M
|
-59,864
|
-59%
|
|
