|
301
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$230K
|
+$73K
|
+748
|
+44%
|
|
|
302
|
Meridian Investment Counsel
Lafayette,
California
|
$225K
|
–
|
–
|
–
|
|
|
303
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$222K
|
+$231K
|
+2,367
|
New
|
|
|
304
|
Neuberger Berman Group
New York
|
$221K
|
-$40.7K
|
-417
|
-15%
|
|
|
305
|
|
$214K
|
-$70K
|
-717
|
-24%
|
|
|
306
|
Independent Wealth Network
Urbandale,
Iowa
|
$213K
|
+$6.25K
|
+64
|
+3%
|
|
|
307
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$208K
|
–
|
–
|
–
|
|
|
308
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$208K
|
+$9.86K
|
+101
|
+5%
|
|
|
309
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$207K
|
-$15.4K
|
-158
|
-7%
|
|
|
310
|
Wealthspire Advisors (New York)
New York
|
$207K
|
–
|
–
|
–
|
|
|
311
|
Bessemer Group
Woodbridge,
New Jersey
|
$206K
|
+$215K
|
+2,200
|
New
|
|
|
312
|
William Blair & Company
Chicago,
Illinois
|
$204K
|
-$23.5K
|
-241
|
-10%
|
|
|
313
|
WT Wealth Management
Scottsdale,
Arizona
|
$203K
|
-$15.6K
|
-160
|
-7%
|
|
|
314
|
Corient Private Wealth
Miami,
Florida
|
$202K
|
+$3.12K
|
+32
|
+1%
|
|
|
315
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$200K
|
+$195
|
+2
|
+0.1%
|
|
|
316
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$182K
|
+$113K
|
+1,157
|
+149%
|
|
|
317
|
Private Trust Company
Cleveland,
Ohio
|
$175K
|
-$17.8K
|
-182
|
-9%
|
|
|
318
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$168K
|
-$65.8K
|
-674
|
-27%
|
|
|
319
|
Larson Financial Group
St Louis,
Missouri
|
$159K
|
+$54.2K
|
+555
|
+49%
|
|
|
320
|
Colonial Trust
Spartanburg,
South Carolina
|
$136K
|
-$8.98K
|
-92
|
-6%
|
|
|
321
|
AlphaCore Capital
La Jolla,
California
|
$126K
|
+$195
|
+2
|
+0.1%
|
|
|
322
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$124K
|
+$130K
|
+1,328
|
New
|
|
|
323
|
|
$123K
|
+$128K
|
+1,310
|
New
|
|
|
324
|
SOA Wealth Advisors
New York
|
$117K
|
–
|
–
|
–
|
|
|
325
|
REAP Financial Group
Austin,
Texas
|
$108K
|
-$17.1K
|
-175
|
-13%
|
|
