|
276
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$577K
|
–
|
–
|
–
|
|
|
277
|
Altium Wealth Management
Purchase,
New York
|
$572K
|
+$131K
|
+2,504
|
+30%
|
|
|
278
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$565K
|
-$45.6K
|
-874
|
-8%
|
|
|
279
|
Oppenheimer & Co
New York
|
$563K
|
-$42.8K
|
-821
|
-7%
|
|
|
280
|
West Family Investments
Carlsbad,
California
|
$542K
|
+$537K
|
+10,300
|
New
|
|
|
281
|
Bessemer Group
Woodbridge,
New Jersey
|
$541K
|
+$290K
|
+5,555
|
+118%
|
|
|
282
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$538K
|
+$4.44K
|
+85
|
+0.8%
|
|
|
283
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$527K
|
+$52
|
+1
|
+0%
|
|
|
284
|
Cresset Asset Management
Chicago,
Illinois
|
$519K
|
+$66.6K
|
+1,277
|
+15%
|
|
|
285
|
Cribstone Capital Management
Augusta,
Maine
|
$518K
|
+$12.3K
|
+236
|
+2%
|
|
|
286
|
Caprock Group
Boise,
Idaho
|
$512K
|
-$8.98K
|
-172
|
-2%
|
|
|
287
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$505K
|
-$56.4K
|
-1,081
|
-10%
|
|
|
288
|
E&G Advisors
Houston,
Texas
|
$500K
|
-$500K
|
-9,575
|
Closed
|
|
|
289
|
Gradient Investments
Arden Hills,
Minnesota
|
$500K
|
-$13.5K
|
-258
|
-3%
|
|
|
290
|
Ingalls & Snyder LLC
New York
|
$492K
|
+$10.4K
|
+200
|
+2%
|
|
|
291
|
Augustine Asset Management
Jacksonville,
Florida
|
$481K
|
-$31.6K
|
-606
|
-6%
|
|
|
292
|
Neuberger Berman Group
New York
|
$478K
|
-$155K
|
-2,977
|
-24%
|
|
|
293
|
SVB Wealth
Boston,
Massachusetts
|
$478K
|
-$108K
|
-2,067
|
-19%
|
|
|
294
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$476K
|
+$2.92K
|
+56
|
+0.6%
|
|
|
295
|
CGN Advisors
Manhattan,
Kansas
|
$476K
|
+$13.1K
|
+251
|
+3%
|
|
|
296
|
Avalon Investment & Advisory
Houston,
Texas
|
$475K
|
-$73.3K
|
-1,405
|
-13%
|
|
|
297
|
Evergreen Capital Management
Bellevue,
Washington
|
$460K
|
+$67.9K
|
+1,302
|
+18%
|
|
|
298
|
Avantax Advisory Services
Dallas,
Texas
|
$451K
|
+$98.9K
|
+1,896
|
+29%
|
|
|
299
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$443K
|
-$4.12K
|
-79
|
-0.9%
|
|
|
300
|
Avidian Wealth Enterprises
Houston,
Texas
|
$438K
|
+$1.93K
|
+37
|
+0.4%
|
|
