|
251
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$893K
|
+$67.4K
|
+3,700
|
+9%
|
|
|
252
|
EP Wealth Advisors
Torrance,
California
|
$891K
|
-$8.2K
|
-450
|
-1%
|
|
|
253
|
Diversify Wealth Management
Sandy,
Utah
|
$883K
|
+$3.84M
|
+210,780
|
+511%
|
|
|
254
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$880K
|
+$14.2K
|
+780
|
+2%
|
|
|
255
|
Henshaw Capital
Woburn,
Massachusetts
|
$862K
|
+$504K
|
+27,640
|
+163%
|
|
|
256
|
Callan Capital
La Jolla,
California
|
$859K
|
+$465K
|
+25,500
|
+134%
|
|
|
257
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$839K
|
+$55.7K
|
+3,055
|
+8%
|
|
|
258
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$835K
|
+$27.5K
|
+1,510
|
+4%
|
|
|
259
|
V-Square Quantitative Management
Chicago,
Illinois
|
$832K
|
–
|
–
|
–
|
|
|
260
|
Confluence Investment Management
St. Louis,
Missouri
|
$831K
|
-$15K
|
-825
|
-2%
|
|
|
261
|
Heritage Family Offices
Scottsdale,
Arizona
|
$823K
|
+$6.38K
|
+350
|
+0.8%
|
|
|
262
|
Advisors Asset Management
Monument,
Colorado
|
$816K
|
-$28.6K
|
-1,570
|
-4%
|
|
|
263
|
Evergreen Capital Management
Bellevue,
Washington
|
$813K
|
+$157K
|
+8,615
|
+26%
|
|
|
264
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$808K
|
+$161K
|
+8,845
|
+27%
|
|
|
265
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$790K
|
-$280K
|
-15,335
|
-27%
|
|
|
266
|
Belpointe Asset Management
Reno,
Nevada
|
$783K
|
-$105K
|
-5,775
|
-12%
|
|
|
267
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$765K
|
-$70.8K
|
-3,885
|
-9%
|
|
|
268
|
Jones Financial Companies
Des Peres,
Missouri
|
$765K
|
+$343K
|
+18,830
|
+90%
|
|
|
269
|
SageView Advisory Group
Newport Beach,
California
|
$761K
|
-$79.1K
|
-4,340
|
-10%
|
|
|
270
|
Allspring Global Investments
Charlotte,
North Carolina
|
$760K
|
+$26.5K
|
+1,455
|
+4%
|
|
|
271
|
Capital International Investors
Los Angeles,
California
|
$758K
|
+$719K
|
+39,440
|
New
|
|
|
272
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$735K
|
+$56.4K
|
+3,095
|
+9%
|
|
|
273
|
Nuveen
Charlotte,
North Carolina
|
$732K
|
–
|
–
|
–
|
|
|
274
|
NewEdge Advisors
New Orleans,
Louisiana
|
$730K
|
-$2.28K
|
-125
|
-0.3%
|
|
|
275
|
XTX Topco
George Town,
Cayman Islands
|
$727K
|
-$224K
|
-12,310
|
-25%
|
|
