|
401
|
Atria Wealth Solutions
New York
|
$259K
|
+$233K
|
+1,611
|
New
|
|
|
402
|
Element Pointe Advisors
Miami,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
403
|
Summit Trail Advisors
New York
|
$250K
|
-$13K
|
-90
|
-5%
|
|
|
404
|
Joel Isaacson & Co
New York
|
$245K
|
–
|
–
|
–
|
|
|
405
|
Merit Financial Group
Alpharetta,
Georgia
|
$241K
|
+$218K
|
+1,501
|
New
|
|
|
406
|
Next Capital Management
New York
|
$241K
|
–
|
–
|
–
|
|
|
407
|
Oppenheimer & Co
New York
|
$239K
|
+$216K
|
+1,489
|
New
|
|
|
408
|
Lombard Odier Asset Management (USA)
New York
|
$238K
|
+$215K
|
+1,483
|
New
|
|
|
409
|
Mercer Global Advisors
Denver,
Colorado
|
$231K
|
+$209K
|
+1,439
|
New
|
|
|
410
|
Americana Partners
Houston,
Texas
|
$231K
|
+$208K
|
+1,436
|
New
|
|
|
411
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$230K
|
+$208K
|
+1,432
|
New
|
|
|
412
|
Fiduciary Group
Savannah,
Georgia
|
$229K
|
+$207K
|
+1,427
|
New
|
|
|
413
|
Pitcairn
Conshohocken,
Pennsylvania
|
$227K
|
+$205K
|
+1,413
|
New
|
|
|
414
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$226K
|
+$146K
|
+1,009
|
+254%
|
|
|
415
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$225K
|
-$16.4K
|
-113
|
-7%
|
|
|
416
|
All Season Financial Advisors
Denver,
Colorado
|
$225K
|
+$203K
|
+1,401
|
New
|
|
|
417
|
Avity Investment Management
Greenwich,
Connecticut
|
$224K
|
-$61.6K
|
-425
|
-23%
|
|
|
418
|
Freedom Investment Management
Hartford,
Connecticut
|
$224K
|
-$112K
|
-776
|
-36%
|
|
|
419
|
Crestone Asset Management
Boulder,
Colorado
|
$223K
|
+$201K
|
+1,387
|
New
|
|
|
420
|
Waterloo Capital
Austin,
Texas
|
$223K
|
+$201K
|
+1,386
|
New
|
|
|
421
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$217K
|
+$196K
|
+1,352
|
New
|
|
|
422
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$217K
|
+$196K
|
+1,352
|
New
|
|
|
423
|
Veracity Capital
Atlanta,
Georgia
|
$216K
|
+$195K
|
+1,344
|
New
|
|
|
424
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$211K
|
+$190K
|
+1,312
|
New
|
|
|
425
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$211K
|
+$190K
|
+1,312
|
New
|
|
