|
501
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$360K
|
+$113K
|
+1,675
|
+38%
|
|
|
502
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$360K
|
+$26.8K
|
+396
|
+7%
|
|
|
503
|
J.W. Cole Advisors
Tampa,
Florida
|
$359K
|
+$40.8K
|
+602
|
+11%
|
|
|
504
|
Sagewood Asset Management
New York
|
$351K
|
-$13.9K
|
-205
|
-3%
|
|
|
505
|
Triad Wealth Partners
Lawrence,
Kansas
|
$342K
|
-$813
|
-12
|
-0.2%
|
|
|
506
|
|
$340K
|
+$390K
|
+5,765
|
New
|
|
|
507
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$340K
|
+$131K
|
+1,938
|
+51%
|
|
|
508
|
Caitong International Asset Management
Hong Kong
|
$339K
|
+$389K
|
+5,748
|
New
|
|
|
509
|
|
$334K
|
-$17.9K
|
-264
|
-5%
|
|
|
510
|
|
$331K
|
-$337K
|
-4,982
|
-47%
|
|
|
511
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$330K
|
+$175K
|
+2,586
|
+86%
|
|
|
512
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$322K
|
+$12.3K
|
+181
|
+3%
|
|
|
513
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$319K
|
-$245K
|
-3,617
|
-40%
|
|
|
514
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$318K
|
+$65.6K
|
+969
|
+22%
|
|
|
515
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
516
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$314K
|
+$31.1K
|
+459
|
+10%
|
|
|
517
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$313K
|
–
|
–
|
–
|
|
|
518
|
Waddell & Associates
Memphis,
Tennessee
|
$311K
|
+$123K
|
+1,811
|
+52%
|
|
|
519
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$311K
|
-$19K
|
-281
|
-5%
|
|
|
520
|
Oppenheimer & Co
New York
|
$310K
|
-$18.4K
|
-271
|
-5%
|
|
|
521
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$310K
|
-$16.2K
|
-239
|
-4%
|
|
|
522
|
Coldstream Capital Management
Bellevue,
Washington
|
$308K
|
-$57.8K
|
-854
|
-14%
|
|
|
523
|
Farther Finance Advisors
San Francisco,
California
|
$308K
|
-$70.5K
|
-1,041
|
-17%
|
|
|
524
|
Evansbrook
Bolingbrook,
Illinois
|
$307K
|
+$8.67K
|
+128
|
+3%
|
|
|
525
|
Avior Wealth Management
Omaha,
Nebraska
|
$302K
|
-$21K
|
-310
|
-6%
|
|
