|
201
|
Henshaw Capital
Woburn,
Massachusetts
|
$685K
|
–
|
–
|
–
|
|
|
202
|
Heritage Family Offices
Scottsdale,
Arizona
|
$678K
|
-$106K
|
-2,479
|
-13%
|
|
|
203
|
Profund Advisors
Bethesda,
Maryland
|
$673K
|
+$193K
|
+4,531
|
+37%
|
|
|
204
|
Atomi Financial Group
New York
|
$672K
|
-$339K
|
-7,945
|
-32%
|
|
|
205
|
Syon Capital
San Francisco,
California
|
$666K
|
+$84.6K
|
+1,982
|
+14%
|
|
|
206
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$663K
|
-$125K
|
-2,936
|
-15%
|
|
|
207
|
Ballentine Partners
Waltham,
Massachusetts
|
$650K
|
-$180K
|
-4,220
|
-21%
|
|
|
208
|
Concurrent Investment Advisors
Tampa,
Florida
|
$644K
|
+$337K
|
+7,895
|
+98%
|
|
|
209
|
Snowden Capital Advisors
New York
|
$628K
|
-$23.1K
|
-540
|
-3%
|
|
|
210
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$611K
|
-$65.3K
|
-1,530
|
-9%
|
|
|
211
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$608K
|
-$12.7K
|
-297
|
-2%
|
|
|
212
|
Qtron Investments
Boston,
Massachusetts
|
$607K
|
–
|
–
|
–
|
|
|
213
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$600K
|
–
|
–
|
–
|
|
|
214
|
Global Retirement Partners
San Rafael,
California
|
$588K
|
+$447K
|
+10,473
|
+258%
|
|
|
215
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$586K
|
+$201K
|
+4,704
|
+48%
|
|
|
216
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$582K
|
+$615K
|
+14,397
|
New
|
|
|
217
|
Private Advisor Group
Morristown,
New Jersey
|
$579K
|
+$19.6K
|
+460
|
+3%
|
|
|
218
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$577K
|
+$135K
|
+3,168
|
+28%
|
|
|
219
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$576K
|
-$84.2K
|
-1,972
|
-12%
|
|
|
220
|
Maridea Wealth Management
Brooklyn,
New York
|
$576K
|
+$127K
|
+2,974
|
+26%
|
|
|
221
|
Checchi Capital Advisers
Beverly Hills,
California
|
$575K
|
-$39.2K
|
-919
|
-6%
|
|
|
222
|
D'Orazio & Associates
Falls Church,
Virginia
|
$573K
|
-$108K
|
-2,534
|
-15%
|
|
|
223
|
|
$573K
|
+$22.1K
|
+517
|
+4%
|
|
|
224
|
Kestra Advisory Services
Austin,
Texas
|
$572K
|
-$70.8K
|
-1,659
|
-11%
|
|
|
225
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$562K
|
+$334K
|
+7,824
|
+128%
|
|
