|
276
|
Clearstead Advisors
Cleveland,
Ohio
|
$748K
|
+$178K
|
+2,925
|
+33%
|
|
|
277
|
EP Wealth Advisors
Torrance,
California
|
$748K
|
-$37.2K
|
-610
|
-5%
|
|
|
278
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$745K
|
+$17.7K
|
+291
|
+3%
|
|
|
279
|
Olistico Wealth
Tulsa,
Oklahoma
|
$742K
|
+$122
|
+2
|
+0%
|
|
|
280
|
Leavell Investment Management
Mobile,
Alabama
|
$741K
|
+$91.1K
|
+1,495
|
+15%
|
|
|
281
|
Mather Group
Chicago,
Illinois
|
$737K
|
-$44.2K
|
-725
|
-6%
|
|
|
282
|
|
$734K
|
+$180K
|
+2,956
|
+34%
|
|
|
283
|
Wintrust Investments
Chicago,
Illinois
|
$717K
|
+$95.3K
|
+1,564
|
+16%
|
|
|
284
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$699K
|
+$40.9K
|
+671
|
+7%
|
|
|
285
|
Trivium Point Advisory
Westport,
Connecticut
|
$699K
|
–
|
–
|
–
|
|
|
286
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$687K
|
+$19.9K
|
+326
|
+3%
|
|
|
287
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$685K
|
+$58K
|
+951
|
+10%
|
|
|
288
|
Symphony Financial Services
Akron,
Ohio
|
$679K
|
+$641K
|
+10,516
|
New
|
|
|
289
|
Key Financial Inc
West Chester,
Pennsylvania
|
$678K
|
+$30.5K
|
+500
|
+5%
|
|
|
290
|
Advisory Services Network
Atlanta,
Georgia
|
$674K
|
+$5K
|
+82
|
+0.8%
|
|
|
291
|
New York Life Investment Management
New York
|
$663K
|
+$636K
|
+10,439
|
New
|
|
|
292
|
D.A. Davidson & Co
Great Falls,
Montana
|
$660K
|
+$35.1K
|
+575
|
+6%
|
|
|
293
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$625K
|
-$33.6K
|
-551
|
-5%
|
|
|
294
|
Dupree Financial Group
Lexington,
Kentucky
|
$619K
|
+$593K
|
+9,734
|
New
|
|
|
295
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$616K
|
+$329K
|
+5,394
|
+125%
|
|
|
296
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$613K
|
-$46.9K
|
-770
|
-8%
|
|
|
297
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$607K
|
+$75.3K
|
+1,235
|
+15%
|
|
|
298
|
Lunt Capital Management
Holladay,
Utah
|
$606K
|
–
|
–
|
–
|
|
|
299
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$598K
|
+$549
|
+9
|
+0.1%
|
|
|
300
|
Pinnacle Associates
New York
|
$580K
|
+$187K
|
+3,068
|
+51%
|
|
