|
226
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$507K
|
+$28.9K
|
+356
|
+5%
|
|
|
227
|
Xponance
Philadelphia,
Pennsylvania
|
$505K
|
+$41.4K
|
+511
|
+8%
|
|
|
228
|
Coldstream Capital Management
Bellevue,
Washington
|
$479K
|
+$50.1K
|
+618
|
+10%
|
|
|
229
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$464K
|
+$50.2K
|
+619
|
+11%
|
|
|
230
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$464K
|
+$128K
|
+1,575
|
+4%
|
|
|
231
|
Fieldview Capital Management
Niles,
Michigan
|
$452K
|
+$507K
|
+6,250
|
New
|
|
|
232
|
Destination Wealth Management
Walnut Creek,
California
|
$431K
|
+$324
|
+4
|
+0.1%
|
|
|
233
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$425K
|
–
|
–
|
–
|
|
|
234
|
M&T Bank
Buffalo,
New York
|
$418K
|
+$51.2K
|
+631
|
+12%
|
|
|
235
|
CIBC Bancorp USA
Chicago,
Illinois
|
$410K
|
+$10.9K
|
+134
|
+2%
|
|
|
236
|
Parcion Private Wealth
Bellevue,
Washington
|
$405K
|
+$568
|
+7
|
+0.1%
|
|
|
237
|
Summit Global Investments
Bountiful,
Utah
|
$404K
|
+$452K
|
+5,580
|
New
|
|
|
238
|
Aviva
London,
United Kingdom
|
$404K
|
+$128K
|
+1,575
|
+39%
|
|
|
239
|
Personal CFO Solutions
Chester,
New Jersey
|
$404K
|
-$649
|
-8
|
-0.1%
|
|
|
240
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$401K
|
+$450K
|
+5,544
|
New
|
|
|
241
|
Schulhoff & Co
Cincinnati,
Ohio
|
$393K
|
-$81.1K
|
-1,000
|
-16%
|
|
|
242
|
HMS Capital Management
Nashville,
Tennessee
|
$391K
|
+$17.9K
|
+221
|
+4%
|
|
|
243
|
Tarbox Family Office
Newport Beach,
California
|
$385K
|
–
|
–
|
–
|
|
|
244
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$379K
|
–
|
–
|
–
|
|
|
245
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$375K
|
+$11K
|
+136
|
+3%
|
|
|
246
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$370K
|
+$415K
|
+5,117
|
New
|
|
|
247
|
Crossmark Global Holdings
Houston,
Texas
|
$369K
|
+$414K
|
+5,100
|
New
|
|
|
248
|
&Partners
Nashville,
Tennessee
|
$367K
|
+$108K
|
+1,336
|
+36%
|
|
|
249
|
Principal Securities
Des Moines,
Iowa
|
$363K
|
+$16.5K
|
+203
|
+4%
|
|
|
250
|
|
$360K
|
+$404K
|
+4,980
|
New
|
|
