|
326
|
WealthShield Partners
Cary,
North Carolina
|
$2.62M
|
-$5.04K
|
-88
|
-0.2%
|
|
|
327
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.38M
|
+$684K
|
+11,932
|
+44%
|
|
|
328
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.38M
|
+$684K
|
+11,932
|
+44%
|
|
|
329
|
Partners in Financial Planning
Salem,
Virginia
|
$2.35M
|
-$189K
|
-3,297
|
-8%
|
|
|
330
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.31M
|
-$25.8K
|
-450
|
-1%
|
|
|
331
|
Epic Trust Investment Advisors
Richland,
Washington
|
$2.31M
|
+$4.41K
|
+77
|
+0.2%
|
|
|
332
|
Iowa State Bank
Urbandale,
Iowa
|
$2.29M
|
+$16.2K
|
+282
|
+0.8%
|
|
|
333
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.24M
|
+$238K
|
+4,160
|
+13%
|
|
|
334
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.22M
|
+$68.3K
|
+1,192
|
+3%
|
|
|
335
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.2M
|
-$88.4K
|
-1,543
|
-4%
|
|
|
336
|
Marshall Wace
London,
United Kingdom
|
$2.19M
|
+$609K
|
+10,634
|
+42%
|
|
|
337
|
Triton Wealth Management
Sun City,
Arizona
|
$2.14M
|
-$10K
|
-175
|
-0.5%
|
|
|
338
|
PSI Advisors
Tampa,
Florida
|
$2.12M
|
+$133K
|
+2,323
|
+7%
|
|
|
339
|
SkyOak Wealth
Southfield,
Michigan
|
$2.11M
|
+$365K
|
+6,372
|
+23%
|
|
|
340
|
IMC Chicago
Chicago,
Illinois
|
$2.1M
|
+$672K
|
+11,730
|
+52%
|
|
|
341
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.1M
|
+$48.7K
|
+850
|
+3%
|
|
|
342
|
Vance Wealth
Santa Clarita,
California
|
$2.08M
|
+$42.7K
|
+745
|
+2%
|
|
|
343
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$2.06M
|
+$159K
|
+2,770
|
+9%
|
|
|
344
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.04M
|
-$710K
|
-12,393
|
-27%
|
|
|
345
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.04M
|
+$640K
|
+11,173
|
+50%
|
|
|
346
|
Safeguard Financial
Minocqua,
Wisconsin
|
$2.04M
|
-$89.7K
|
-1,565
|
-4%
|
|
|
347
|
Lowery Thomas LLC
Pebble Beach,
California
|
$2.03M
|
-$1.95K
|
-34
|
-0.1%
|
|
|
348
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$2.03M
|
+$2.19M
|
+38,257
|
New
|
|
|
349
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.02M
|
–
|
–
|
–
|
|
|
350
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.01M
|
+$3.44K
|
+60
|
+0.2%
|
|
