|
326
|
HB Wealth Management
Atlanta,
Georgia
|
$200K
|
+$169K
|
+23,235
|
+1,060%
|
|
|
327
|
Wellington Management Group
Boston,
Massachusetts
|
$199K
|
-$198K
|
-27,281
|
-52%
|
|
|
328
|
Evercore Wealth Management
New York
|
$197K
|
-$78.9K
|
-10,849
|
-30%
|
|
|
329
|
Probity Advisors
Dallas,
Texas
|
$193K
|
+$2.22K
|
+306
|
+1%
|
|
|
330
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$193K
|
+$41.1K
|
+5,650
|
+30%
|
|
|
331
|
Prosperity Wealth Management
San Ramon,
California
|
$187K
|
+$173K
|
+23,850
|
New
|
|
|
332
|
Kestra Private Wealth Services
Austin,
Texas
|
$186K
|
-$17.1K
|
-2,350
|
-9%
|
|
|
333
|
Manchester Financial
Westlake Village,
California
|
$184K
|
-$363
|
-50
|
-0.2%
|
|
|
334
|
Jump Financial
Chicago,
Illinois
|
$179K
|
+$166K
|
+22,837
|
New
|
|
|
335
|
Independent Wealth Network
Urbandale,
Iowa
|
$176K
|
+$11.3K
|
+1,552
|
+7%
|
|
|
336
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$175K
|
–
|
–
|
–
|
|
|
337
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$175K
|
+$26.4K
|
+3,634
|
+19%
|
|
|
338
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$174K
|
+$72.8K
|
+10,012
|
+82%
|
|
|
339
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$171K
|
+$124K
|
+17,075
|
New
|
|
|
340
|
World Investment Advisors
Santa Barbara,
California
|
$171K
|
+$9.71K
|
+1,336
|
+7%
|
|
|
341
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$170K
|
-$20.3K
|
-2,787
|
-11%
|
|
|
342
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$170K
|
-$20.3K
|
-2,787
|
-11%
|
|
|
343
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$161K
|
+$5.36K
|
+737
|
+4%
|
|
|
344
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$158K
|
+$363
|
+50
|
+0.2%
|
|
|
345
|
FullCircle Wealth
Dallas,
Texas
|
$157K
|
–
|
–
|
–
|
|
|
346
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$154K
|
-$101K
|
-13,903
|
-50%
|
|
|
347
|
SteelPeak Wealth
Woodland Hills,
California
|
$153K
|
+$141K
|
+19,465
|
New
|
|
|
348
|
NWF Advisory Services
Los Angeles,
California
|
$153K
|
–
|
–
|
–
|
|
|
349
|
Verus Capital Partners
Scottsdale,
Arizona
|
$149K
|
+$138K
|
+19,018
|
New
|
|
|
350
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$149K
|
–
|
–
|
–
|
|
