|
501
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.8M
|
+$1.51M
|
+26,074
|
+460%
|
|
|
502
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.79M
|
-$2.48M
|
-42,813
|
-57%
|
|
|
503
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.78M
|
-$76K
|
-1,310
|
-4%
|
|
|
504
|
Janus Henderson Group
London,
|
$1.75M
|
–
|
–
|
–
|
|
|
505
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.74M
|
+$191K
|
+3,297
|
+12%
|
|
|
506
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$1.73M
|
+$109K
|
+1,873
|
+7%
|
|
|
507
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.73M
|
–
|
–
|
–
|
|
|
508
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.72M
|
-$67.2K
|
-1,158
|
-4%
|
|
|
509
|
Brown Advisory
Baltimore,
Maryland
|
$1.71M
|
+$857K
|
+14,777
|
+95%
|
|
|
510
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.7M
|
-$96.4K
|
-1,662
|
-5%
|
|
|
511
|
PFG Advisors
Phoenix,
Arizona
|
$1.68M
|
-$387K
|
-6,666
|
-18%
|
|
|
512
|
Bridgewealth Advisory Group
Fresno,
California
|
$1.68M
|
+$106K
|
+1,820
|
+7%
|
|
|
513
|
Thayer Financial
Hickory,
North Carolina
|
$1.67M
|
-$12.1K
|
-209
|
-0.7%
|
|
|
514
|
Idaho Trust Bank
Boise,
Idaho
|
$1.66M
|
-$486K
|
-8,378
|
-22%
|
|
|
515
|
Altman Advisors
Chicago,
Illinois
|
$1.66M
|
+$128K
|
+2,198
|
+2%
|
|
|
516
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.66M
|
+$1.7M
|
+29,307
|
New
|
|
|
517
|
Wall Capital Group
Phoenix,
Arizona
|
$1.66M
|
+$128K
|
+2,205
|
+8%
|
|
|
518
|
VestGen Advisors
Inverness,
Illinois
|
$1.65M
|
+$20.8K
|
+359
|
+1%
|
|
|
519
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.63M
|
+$938K
|
+16,175
|
+128%
|
|
|
520
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$1.63M
|
-$4.24K
|
-73
|
-0.3%
|
|
|
521
|
Wealthspire Advisors (New York)
New York
|
$1.62M
|
-$878K
|
-15,134
|
-35%
|
|
|
522
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.62M
|
–
|
–
|
–
|
|
|
523
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.6M
|
+$1.65M
|
+28,362
|
New
|
|
|
524
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.59M
|
+$19.5K
|
+337
|
+1%
|
|
|
525
|
Redwood Financial Network
Solon,
Ohio
|
$1.58M
|
-$46.8K
|
-806
|
-3%
|
|
