|
326
|
Allworth Financial
Folsom,
California
|
$567K
|
+$177K
|
+7,026
|
+46%
|
|
|
327
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$563K
|
+$15.1K
|
+600
|
+3%
|
|
|
328
|
Peak Financial Management
Wellesley,
Massachusetts
|
$563K
|
–
|
–
|
–
|
|
|
329
|
Concurrent Investment Advisors
Tampa,
Florida
|
$558K
|
+$553K
|
+22,004
|
New
|
|
|
330
|
OneAscent Financial Services
Birmingham,
Alabama
|
$547K
|
+$2.51K
|
+100
|
+0.5%
|
|
|
331
|
Apexium Financial
Dallas,
Texas
|
$545K
|
–
|
–
|
–
|
|
|
332
|
|
$525K
|
–
|
–
|
–
|
|
|
333
|
Cobblestone Capital Advisors
Rochester,
New York
|
$521K
|
–
|
–
|
–
|
|
|
334
|
Vontobel Holding
Zurich,
Switzerland
|
$507K
|
-$50.3K
|
-2,000
|
-9%
|
|
|
335
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$507K
|
–
|
–
|
–
|
|
|
336
|
Welch & Forbes
Boston,
Massachusetts
|
$496K
|
-$31.8K
|
-1,264
|
-6%
|
|
|
337
|
S.A. Mason
Holland,
Michigan
|
$493K
|
+$5.03K
|
+200
|
+1%
|
|
|
338
|
SpringVest Wealth Management
Dallas,
Texas
|
$491K
|
+$327
|
+13
|
+0.1%
|
|
|
339
|
XTX Topco
George Town,
Cayman Islands
|
$491K
|
-$2.04M
|
-81,214
|
-81%
|
|
|
340
|
Darwin Wealth Management
Tampa,
Florida
|
$489K
|
+$284K
|
+11,316
|
+142%
|
|
|
341
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$484K
|
–
|
–
|
–
|
|
|
342
|
Apricus Wealth
Beaufort,
South Carolina
|
$482K
|
-$101K
|
-4,000
|
-17%
|
|
|
343
|
AQR Capital Management
Greenwich,
Connecticut
|
$477K
|
+$201K
|
+8,000
|
+74%
|
|
|
344
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$475K
|
+$27.5K
|
+1,094
|
+6%
|
|
|
345
|
Bank of New York Mellon
New York
|
$472K
|
-$2.39K
|
-95
|
-0.5%
|
|
|
346
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$472K
|
–
|
–
|
–
|
|
|
347
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$471K
|
+$75.2K
|
+2,994
|
+19%
|
|
|
348
|
Rice Partnership
Honolulu,
Hawaii
|
$470K
|
–
|
–
|
–
|
|
|
349
|
Crew Capital Management
Cincinnati,
Ohio
|
$469K
|
–
|
–
|
–
|
|
|
350
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$468K
|
+$98.2K
|
+3,907
|
+27%
|
|
