|
651
|
Personal CFO Solutions
Chester,
New Jersey
|
$303K
|
+$3.81K
|
+19
|
+1%
|
|
|
652
|
TownSquare Capital
Provo,
Utah
|
$302K
|
+$3.01K
|
+15
|
+1%
|
|
|
653
|
Paloma Partners
Greenwich,
Connecticut
|
$298K
|
+$291K
|
+1,450
|
New
|
|
|
654
|
Evolution Wealth Advisors
Aventura,
Florida
|
$296K
|
-$153K
|
-763
|
-35%
|
|
|
655
|
Bollard Group
Boston,
Massachusetts
|
$294K
|
+$601
|
+3
|
+0.2%
|
|
|
656
|
Veritable
Wilmington,
Delaware
|
$293K
|
-$6.41K
|
-32
|
-2%
|
|
|
657
|
Mission Wealth Management
Santa Barbara,
California
|
$293K
|
–
|
–
|
–
|
|
|
658
|
Claro Advisors
Boston,
Massachusetts
|
$292K
|
+$9.02K
|
+45
|
+3%
|
|
|
659
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$290K
|
+$2.81K
|
+14
|
+1%
|
|
|
660
|
SteelPeak Wealth
Woodland Hills,
California
|
$288K
|
–
|
–
|
–
|
|
|
661
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$288K
|
–
|
–
|
–
|
|
|
662
|
Fiducient Advisors
Chicago,
Illinois
|
$286K
|
–
|
–
|
–
|
|
|
663
|
IHT Wealth Management
Chicago,
Illinois
|
$286K
|
+$15.8K
|
+79
|
+6%
|
|
|
664
|
Homrich & Berg
Atlanta,
Georgia
|
$286K
|
+$18.2K
|
+91
|
+7%
|
|
|
665
|
Newport Wealth Strategies
Irvine,
California
|
$280K
|
–
|
–
|
–
|
|
|
666
|
Conning Inc
Hartford,
Connecticut
|
$280K
|
+$273K
|
+1,360
|
New
|
|
|
667
|
Clarius Group LLC
Seattle,
Washington
|
$275K
|
+$20.2K
|
+101
|
+8%
|
|
|
668
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$270K
|
-$163K
|
-815
|
-38%
|
|
|
669
|
Bartlett & Co
Cincinnati,
Ohio
|
$269K
|
-$163K
|
-815
|
-38%
|
|
|
670
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$269K
|
+$9.22K
|
+46
|
+4%
|
|
|
671
|
Meridian Wealth Advisors
Austin,
Texas
|
$266K
|
–
|
–
|
–
|
|
|
672
|
Barings
Charlotte,
North Carolina
|
$264K
|
-$65.5K
|
-327
|
-20%
|
|
|
673
|
Mutual Advisors
Omaha,
Nebraska
|
$259K
|
+$252K
|
+1,259
|
New
|
|
|
674
|
Capital One Financial
Mclean,
Virginia
|
$257K
|
–
|
–
|
–
|
|
|
675
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$257K
|
+$250K
|
+1,250
|
New
|
|
