|
301
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$230K
|
+$215K
|
+18,358
|
New
|
|
|
302
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$226K
|
+$24.8K
|
+2,120
|
+13%
|
|
|
303
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$219K
|
–
|
–
|
–
|
|
|
304
|
GeoWealth Management
Chicago,
Illinois
|
$214K
|
-$72.8K
|
-6,217
|
-27%
|
|
|
305
|
Lido Advisors
Los Angeles,
California
|
$214K
|
-$29.5K
|
-2,516
|
-13%
|
|
|
306
|
Vise Technologies
New York
|
$208K
|
+$195K
|
+16,625
|
New
|
|
|
307
|
Zions Bancorporation
Salt Lake City,
Utah
|
$204K
|
+$18.8K
|
+1,603
|
+11%
|
|
|
308
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$203K
|
-$26.3K
|
-2,250
|
-12%
|
|
|
309
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$203K
|
-$6.92K
|
-591
|
-4%
|
|
|
310
|
Cetera Advisor Networks
El Segundo,
California
|
$203K
|
+$15.4K
|
+1,312
|
+9%
|
|
|
311
|
Balentine LLC
Atlanta,
Georgia
|
$202K
|
-$196K
|
-16,721
|
-51%
|
|
|
312
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$200K
|
–
|
–
|
–
|
|
|
313
|
FirstPurpose Wealth
Orem,
Utah
|
$198K
|
+$43.4K
|
+3,707
|
+31%
|
|
|
314
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$194K
|
–
|
–
|
–
|
|
|
315
|
Fund Management at Engine No 1
San Francisco,
California
|
$194K
|
+$3.04K
|
+260
|
+2%
|
|
|
316
|
PineBridge Investments
New York
|
$182K
|
-$435K
|
-37,151
|
-72%
|
|
|
317
|
Veritable
Wilmington,
Delaware
|
$180K
|
-$2.54K
|
-217
|
-1%
|
|
|
318
|
Lindbrook Capital
Calabasas,
California
|
$175K
|
+$10.4K
|
+891
|
+7%
|
|
|
319
|
Principal Street Partners
Memphis,
Tennessee
|
$175K
|
+$164K
|
+14,014
|
New
|
|
|
320
|
BetterWealth
San Jose,
California
|
$170K
|
–
|
–
|
–
|
|
|
321
|
Asahi Life Asset Management
Tokyo,
Japan
|
$163K
|
+$153K
|
+13,070
|
New
|
|
|
322
|
DFPG Investments
Sandy,
Utah
|
$161K
|
+$7.89K
|
+674
|
+6%
|
|
|
323
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$159K
|
-$1.34M
|
-114,623
|
-90%
|
|
|
324
|
|
$155K
|
-$103K
|
-8,787
|
-41%
|
|
|
325
|
Athena Investment Management
Orinda,
California
|
$154K
|
+$5.41K
|
+462
|
+4%
|
|
