|
201
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.87M
|
+$81.6K
|
+751
|
+2%
|
|
|
202
|
James Investment Research
Alpha,
Ohio
|
$3.86M
|
-$149K
|
-1,369
|
-4%
|
|
|
203
|
Sentinus LLC
Oak Brook,
Illinois
|
$3.86M
|
+$556K
|
+5,119
|
+17%
|
|
|
204
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.84M
|
+$55.4K
|
+510
|
+1%
|
|
|
205
|
Foster & Motley
Cincinnati,
Ohio
|
$3.82M
|
+$44.5K
|
+410
|
+1%
|
|
|
206
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.77M
|
-$225K
|
-2,068
|
-6%
|
|
|
207
|
Wealth Alliance
Mellville,
New York
|
$3.73M
|
-$66.2K
|
-609
|
-2%
|
|
|
208
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.7M
|
+$641K
|
+5,899
|
+22%
|
|
|
209
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$3.7M
|
-$223K
|
-2,052
|
-6%
|
|
|
210
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.67M
|
+$11.9K
|
+110
|
+0.3%
|
|
|
211
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.67M
|
+$11.9K
|
+110
|
+0.3%
|
|
|
212
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.67M
|
+$877K
|
+8,075
|
+32%
|
|
|
213
|
Summit Financial
Parsippany,
New Jersey
|
$3.67M
|
-$5.32K
|
-49
|
-0.1%
|
|
|
214
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$3.67M
|
-$58.1K
|
-535
|
-2%
|
|
|
215
|
Advisor Resource Council
Dallas,
Texas
|
$3.64M
|
+$3.64M
|
+33,547
|
New
|
|
|
216
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3.62M
|
-$416K
|
-3,827
|
-11%
|
|
|
217
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.58M
|
-$91.5K
|
-842
|
-3%
|
|
|
218
|
Waverly Advisors
Birmingham,
Alabama
|
$3.56M
|
-$67.7K
|
-623
|
-2%
|
|
|
219
|
Lido Advisors
Los Angeles,
California
|
$3.52M
|
-$18.6K
|
-171
|
-0.5%
|
|
|
220
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.47M
|
+$1.82M
|
+16,718
|
+115%
|
|
|
221
|
Legal & General Group
London,
United Kingdom
|
$3.47M
|
-$178K
|
-1,640
|
-5%
|
|
|
222
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.46M
|
-$182K
|
-1,671
|
-5%
|
|
|
223
|
Sykon Capital
Harrison,
New York
|
$3.44M
|
+$3.36M
|
+30,922
|
New
|
|
|
224
|
Impact Partnership Wealth
Marietta,
Georgia
|
$3.42M
|
+$132K
|
+1,216
|
+4%
|
|
|
225
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.41M
|
-$101K
|
-926
|
-3%
|
|
