|
201
|
KeyBank National Association
Cleveland,
Ohio
|
$762K
|
+$215K
|
+20,296
|
+45%
|
|
|
202
|
Valeo Financial Advisors
Carmel,
Indiana
|
$739K
|
+$33.6K
|
+3,165
|
+5%
|
|
|
203
|
Five Oceans Advisors
Santa Monica,
California
|
$739K
|
–
|
–
|
–
|
|
|
204
|
JMN Financial
New Albany,
Ohio
|
$737K
|
+$667K
|
+62,865
|
New
|
|
|
205
|
Empirical Wealth Management
Seattle,
Washington
|
$713K
|
+$532K
|
+50,149
|
+471%
|
|
|
206
|
Farther Finance Advisors
San Francisco,
California
|
$682K
|
+$404K
|
+38,098
|
+190%
|
|
|
207
|
Strategic Global Advisors
Newport Beach,
California
|
$674K
|
+$107K
|
+10,111
|
+21%
|
|
|
208
|
EP Wealth Advisors
Torrance,
California
|
$655K
|
+$593K
|
+55,858
|
New
|
|
|
209
|
HUB Investment Partners
Austin,
Texas
|
$654K
|
+$96.9K
|
+9,126
|
+20%
|
|
|
210
|
West Family Investments
Carlsbad,
California
|
$646K
|
+$62.2K
|
+5,864
|
+12%
|
|
|
211
|
New Republic Capital
Charlotte,
North Carolina
|
$644K
|
+$345K
|
+32,532
|
+146%
|
|
|
212
|
Arax Advisory Partners
Denver,
Colorado
|
$641K
|
-$251K
|
-23,684
|
-30%
|
|
|
213
|
Sage Rhino Capital
Menlo Park,
California
|
$627K
|
+$2.82K
|
+266
|
+0.5%
|
|
|
214
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$624K
|
+$106K
|
+9,994
|
+23%
|
|
|
215
|
Hilltop Holdings
Dallas,
Texas
|
$621K
|
+$24K
|
+2,264
|
+4%
|
|
|
216
|
Trust Point Inc
La Crosse,
Wisconsin
|
$609K
|
+$106K
|
+9,950
|
+24%
|
|
|
217
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$608K
|
-$630K
|
-59,366
|
-53%
|
|
|
218
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$602K
|
+$544K
|
+51,281
|
New
|
|
|
219
|
Aviso Financial
Toronto,
Ontario, Canada
|
$587K
|
+$54.2K
|
+5,106
|
+11%
|
|
|
220
|
Portside Wealth Group
Provo,
Utah
|
$567K
|
+$83.8K
|
+7,895
|
+20%
|
|
|
221
|
Aprio Wealth Management
Atlanta,
Georgia
|
$567K
|
+$47.7K
|
+4,495
|
+10%
|
|
|
222
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$564K
|
+$510K
|
+48,087
|
New
|
|
|
223
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$544K
|
+$20.1K
|
+1,893
|
+4%
|
|
|
224
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$539K
|
+$21.3K
|
+2,006
|
+5%
|
|
|
225
|
Wealthspire Advisors (New York)
New York
|
$539K
|
+$414K
|
+38,982
|
+561%
|
|
