|
301
|
Nuveen
Charlotte,
North Carolina
|
$911K
|
-$192K
|
-7,654
|
-18%
|
|
|
302
|
Blue Trust Inc
Alpharetta,
Georgia
|
$898K
|
+$430K
|
+17,168
|
+99%
|
|
|
303
|
PDS Planning
Dublin,
Ohio
|
$894K
|
+$65.9K
|
+2,635
|
+8%
|
|
|
304
|
One Wealth Advisors
San Francisco,
California
|
$893K
|
-$1.95K
|
-78
|
-0.2%
|
|
|
305
|
|
$891K
|
-$19K
|
-761
|
-2%
|
|
|
306
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$890K
|
+$45.9K
|
+1,836
|
+6%
|
|
|
307
|
Future Fund LLC
Chicago,
Illinois
|
$885K
|
+$79.1K
|
+3,159
|
+10%
|
|
|
308
|
West Family Investments
Carlsbad,
California
|
$881K
|
+$178K
|
+7,118
|
+27%
|
|
|
309
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$868K
|
+$307K
|
+12,251
|
+58%
|
|
|
310
|
Parallel Advisors
San Francisco,
California
|
$864K
|
-$16K
|
-638
|
-2%
|
|
|
311
|
MAI Capital Management
Independence,
Ohio
|
$849K
|
+$241K
|
+9,613
|
+42%
|
|
|
312
|
|
$842K
|
+$228K
|
+9,100
|
+39%
|
|
|
313
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$832K
|
-$116K
|
-4,655
|
-13%
|
|
|
314
|
SIH Partners
Wilmington,
Delaware
|
$821K
|
+$789K
|
+31,536
|
New
|
|
|
315
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$816K
|
-$32.2K
|
-1,288
|
-4%
|
|
|
316
|
Williams Jones Wealth Management
New York
|
$812K
|
–
|
–
|
–
|
|
|
317
|
Diversify Advisory Services
Sandy,
Utah
|
$811K
|
+$315K
|
+12,599
|
+73%
|
|
|
318
|
TownSquare Capital
Provo,
Utah
|
$803K
|
-$7.89M
|
-315,486
|
-91%
|
|
|
319
|
Hilltop Holdings
Dallas,
Texas
|
$794K
|
-$36.9K
|
-1,473
|
-5%
|
|
|
320
|
Personal CFO Solutions
Chester,
New Jersey
|
$793K
|
+$10.7K
|
+427
|
+1%
|
|
|
321
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$791K
|
+$761K
|
+30,400
|
New
|
|
|
322
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$785K
|
+$253K
|
+10,106
|
+50%
|
|
|
323
|
Checchi Capital Advisers
Beverly Hills,
California
|
$781K
|
+$3.83K
|
+153
|
+0.5%
|
|
|
324
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$781K
|
-$5.83M
|
-233,110
|
-89%
|
|
|
325
|
|
$781K
|
–
|
–
|
–
|
|
