|
76
|
Cerity Partners OCIO
New York
|
$468K
|
-$45K
|
-1,239
|
-9%
|
|
|
77
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$453K
|
+$117K
|
+3,213
|
+34%
|
|
|
78
|
Cetera Advisors
Denver,
Colorado
|
$450K
|
-$52.3K
|
-1,440
|
-10%
|
|
|
79
|
Geneos Wealth Management
Englewood,
Colorado
|
$420K
|
+$422K
|
+11,616
|
New
|
|
|
80
|
Atria Wealth Solutions
New York
|
$410K
|
+$4.47K
|
+123
|
+1%
|
|
|
81
|
Founders Financial Securities
Towson,
Maryland
|
$377K
|
+$46.8K
|
+1,287
|
+14%
|
|
|
82
|
Financial Engines Advisors
Santa Clara,
California
|
$364K
|
-$465K
|
-12,792
|
-56%
|
|
|
83
|
Park Avenue Securities
New York
|
$344K
|
+$345K
|
+9,501
|
New
|
|
|
84
|
Raymond James Trust
St. Petersburg,
Florida
|
$344K
|
+$345K
|
+9,507
|
New
|
|
|
85
|
IHT Wealth Management
Chicago,
Illinois
|
$331K
|
-$27.7K
|
-762
|
-8%
|
|
|
86
|
Moors & Cabot
Boston,
Massachusetts
|
$323K
|
+$324K
|
+8,928
|
New
|
|
|
87
|
Kestra Advisory Services
Austin,
Texas
|
$315K
|
-$220K
|
-6,042
|
-41%
|
|
|
88
|
S.A. Mason
Holland,
Michigan
|
$313K
|
–
|
–
|
–
|
|
|
89
|
Hilltop Holdings
Dallas,
Texas
|
$311K
|
+$22.6K
|
+621
|
+8%
|
|
|
90
|
GW & Wade
Wellesley,
Massachusetts
|
$308K
|
+$309K
|
+8,499
|
New
|
|
|
91
|
Bessemer Group
Woodbridge,
New Jersey
|
$307K
|
–
|
–
|
–
|
|
|
92
|
Lion Street Advisors
Austin,
Texas
|
$294K
|
+$4.25K
|
+117
|
+2%
|
|
|
93
|
Summit Wealth Partners
Orlando,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
94
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$293K
|
+$6.54K
|
+180
|
+2%
|
|
|
95
|
9258 Wealth Management
Blue Ash,
Ohio
|
$292K
|
–
|
–
|
–
|
|
|
96
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$284K
|
–
|
–
|
–
|
|
|
97
|
|
$279K
|
+$281K
|
+7,725
|
New
|
|
|
98
|
Asset Management Corp
Northbrook,
Illinois
|
$264K
|
+$109
|
+3
|
+0%
|
|
|
99
|
Centaurus Financial
Anaheim,
California
|
$263K
|
-$79.2K
|
-2,181
|
-23%
|
|
|
100
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$251K
|
+$654
|
+18
|
+0.3%
|
|
