|
301
|
D'Orazio & Associates
Falls Church,
Virginia
|
$199K
|
+$213K
|
+16,124
|
New
|
|
|
302
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$197K
|
–
|
–
|
–
|
|
|
303
|
Antipodes Partners
Royal Exchange,
Australia
|
$195K
|
+$210K
|
+15,876
|
New
|
|
|
304
|
Bessemer Group
Woodbridge,
New Jersey
|
$194K
|
+$7.4K
|
+559
|
+4%
|
|
|
305
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$194K
|
+$35.7K
|
+2,695
|
+21%
|
|
|
306
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$189K
|
-$216K
|
-16,317
|
-52%
|
|
|
307
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$188K
|
+$202K
|
+15,234
|
New
|
|
|
308
|
MBB Public Markets
Chicago,
Illinois
|
$185K
|
–
|
–
|
–
|
|
|
309
|
Truist Financial
Charlotte,
North Carolina
|
$184K
|
-$58.8K
|
-4,443
|
-23%
|
|
|
310
|
Avantax Advisory Services
Dallas,
Texas
|
$182K
|
+$195K
|
+14,718
|
New
|
|
|
311
|
Dodge & Cox
San Francisco,
California
|
$174K
|
–
|
–
|
–
|
|
|
312
|
J. Safra Asset Management
New York
|
$172K
|
-$185K
|
-14,000
|
-52%
|
|
|
313
|
Allie Family Office
Miami,
Florida
|
$171K
|
–
|
–
|
–
|
|
|
314
|
Mutual Advisors
Omaha,
Nebraska
|
$170K
|
+$183K
|
+13,813
|
New
|
|
|
315
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$168K
|
+$179K
|
+13,541
|
New
|
|
|
316
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$163K
|
+$175K
|
+13,192
|
New
|
|
|
317
|
Tocqueville Asset Management
New York
|
$160K
|
+$3.92K
|
+296
|
+2%
|
|
|
318
|
Independent Financial Group
San Diego,
California
|
$159K
|
+$20.4K
|
+1,541
|
+14%
|
|
|
319
|
|
$154K
|
-$29.6K
|
-2,235
|
-15%
|
|
|
320
|
Parallel Advisors
San Francisco,
California
|
$154K
|
+$11.7K
|
+881
|
+8%
|
|
|
321
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$154K
|
+$165K
|
+12,468
|
New
|
|
|
322
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$153K
|
-$15.5K
|
-1,172
|
-9%
|
|
|
323
|
WrapManager Inc
Mill Valley,
California
|
$149K
|
-$46.3K
|
-3,501
|
-22%
|
|
|
324
|
Privium Fund Management
Amsterdam,
Netherlands
|
$148K
|
-$89.2K
|
-6,740
|
-36%
|
|
|
325
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$148K
|
+$16.6K
|
+1,252
|
+12%
|
|
