|
201
|
Fiduciary Trust
Boston,
Massachusetts
|
$562K
|
+$30.5K
|
+774
|
+6%
|
|
|
202
|
Callan Family Office
Radnor,
Pennsylvania
|
$558K
|
-$89.8K
|
-2,276
|
-15%
|
|
|
203
|
TD Asset Management
Toronto,
Ontario, Canada
|
$557K
|
+$506K
|
+12,832
|
New
|
|
|
204
|
KeyBank National Association
Cleveland,
Ohio
|
$551K
|
+$46.3K
|
+1,174
|
+10%
|
|
|
205
|
Lido Advisors
Los Angeles,
California
|
$540K
|
+$29K
|
+734
|
+6%
|
|
|
206
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$538K
|
+$316
|
+8
|
+0.1%
|
|
|
207
|
Clearstead Advisors
Cleveland,
Ohio
|
$533K
|
+$3.39K
|
+86
|
+0.7%
|
|
|
208
|
Montag & Associates
Atlanta,
Georgia
|
$521K
|
–
|
–
|
–
|
|
|
209
|
Schonfeld Strategic Advisors
New York
|
$506K
|
+$461K
|
+11,676
|
New
|
|
|
210
|
Freestone Grove Partners
San Francisco,
California
|
$494K
|
+$160K
|
+4,056
|
+55%
|
|
|
211
|
Marble Wealth
Montgomery,
Alabama
|
$478K
|
-$76.9K
|
-1,948
|
-15%
|
|
|
212
|
Voloridge Investment Management
Jupiter,
Florida
|
$471K
|
-$757K
|
-19,186
|
-64%
|
|
|
213
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$463K
|
+$552
|
+14
|
+0.1%
|
|
|
214
|
Evergreen Capital Management
Bellevue,
Washington
|
$461K
|
+$182K
|
+4,608
|
+77%
|
|
|
215
|
Xponance
Philadelphia,
Pennsylvania
|
$453K
|
+$26.2K
|
+664
|
+7%
|
|
|
216
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$436K
|
+$24.5K
|
+622
|
+7%
|
|
|
217
|
Avantax Planning Partners
Dubuque,
Iowa
|
$434K
|
–
|
–
|
–
|
|
|
218
|
Bessemer Group
Woodbridge,
New Jersey
|
$433K
|
+$14.9K
|
+378
|
+4%
|
|
|
219
|
Focus Partners Wealth
Boston,
Massachusetts
|
$430K
|
+$130K
|
+3,290
|
+50%
|
|
|
220
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$415K
|
+$10.2K
|
+258
|
+3%
|
|
|
221
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$413K
|
+$35.7K
|
+904
|
+10%
|
|
|
222
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$402K
|
+$57.6K
|
+1,460
|
+19%
|
|
|
223
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$383K
|
-$15.7K
|
-398
|
-4%
|
|
|
224
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$371K
|
+$13.6K
|
+344
|
+4%
|
|
|
225
|
Teacher Retirement System of Texas
Austin,
Texas
|
$364K
|
+$331K
|
+8,382
|
New
|
|
