|
401
|
William Blair & Company
Chicago,
Illinois
|
$290K
|
+$234K
|
+6,342
|
New
|
|
|
402
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$286K
|
+$231K
|
+6,264
|
New
|
|
|
403
|
Sapient Capital
Indianapolis,
Indiana
|
$286K
|
+$231K
|
+6,260
|
New
|
|
|
404
|
Tower Research Capital (TRC)
New York
|
$285K
|
+$176K
|
+4,773
|
+328%
|
|
|
405
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$279K
|
+$244K
|
+6,615
|
New
|
|
|
406
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$279K
|
+$244K
|
+6,615
|
New
|
|
|
407
|
Gotham Asset Management
New York
|
$277K
|
+$224K
|
+6,053
|
New
|
|
|
408
|
Institute for Wealth Management
Denver,
Colorado
|
$273K
|
+$221K
|
+5,970
|
New
|
|
|
409
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$270K
|
-$42.5K
|
-1,150
|
-16%
|
|
|
410
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$269K
|
+$217K
|
+5,885
|
New
|
|
|
411
|
Caprock Group
Boise,
Idaho
|
$267K
|
+$216K
|
+5,837
|
New
|
|
|
412
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$265K
|
+$214K
|
+5,802
|
New
|
|
|
413
|
Oppenheimer & Co
New York
|
$263K
|
+$212K
|
+5,745
|
New
|
|
|
414
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$259K
|
+$209K
|
+5,663
|
New
|
|
|
415
|
Metis Global Partners
San Diego,
California
|
$258K
|
+$208K
|
+5,643
|
New
|
|
|
416
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$258K
|
–
|
–
|
–
|
|
|
417
|
Mutual Advisors
Omaha,
Nebraska
|
$252K
|
+$204K
|
+5,510
|
New
|
|
|
418
|
Kestra Private Wealth Services
Austin,
Texas
|
$251K
|
+$203K
|
+5,486
|
New
|
|
|
419
|
Schubert & Co
Mckinney,
Texas
|
$247K
|
+$200K
|
+5,411
|
New
|
|
|
420
|
ASB Consultores
Aventura,
Florida
|
$240K
|
+$194K
|
+5,239
|
New
|
|
|
421
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$236K
|
+$191K
|
+5,162
|
New
|
|
|
422
|
Snowden Capital Advisors
New York
|
$234K
|
+$189K
|
+5,115
|
New
|
|
|
423
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$233K
|
+$188K
|
+5,100
|
New
|
|
|
424
|
Evergreen Capital Management
Bellevue,
Washington
|
$231K
|
-$887K
|
-24,000
|
-83%
|
|
|
425
|
DCF Advisers
Greenwich,
Connecticut
|
$229K
|
+$185K
|
+5,000
|
New
|
|
