|
201
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$541K
|
+$514K
|
+3,011
|
New
|
|
|
202
|
Allworth Financial
Folsom,
California
|
$525K
|
+$10.6K
|
+62
|
+2%
|
|
|
203
|
PDS Planning
Dublin,
Ohio
|
$502K
|
+$32.8K
|
+192
|
+7%
|
|
|
204
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$501K
|
+$43.5K
|
+255
|
+10%
|
|
|
205
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$498K
|
+$473K
|
+2,768
|
New
|
|
|
206
|
MAI Capital Management
Independence,
Ohio
|
$496K
|
+$135K
|
+788
|
+40%
|
|
|
207
|
PEAK6 Investments
Chicago,
Illinois
|
$491K
|
+$467K
|
+2,733
|
New
|
|
|
208
|
Pitcairn
Conshohocken,
Pennsylvania
|
$489K
|
+$34K
|
+199
|
+8%
|
|
|
209
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$483K
|
+$459K
|
+2,687
|
New
|
|
|
210
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$473K
|
+$126K
|
+737
|
+39%
|
|
|
211
|
Eagle Asset Management
St Petersburg,
Florida
|
$465K
|
-$12.5K
|
-73
|
-3%
|
|
|
212
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$459K
|
+$41.8K
|
+245
|
+11%
|
|
|
213
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$452K
|
–
|
–
|
–
|
|
|
214
|
|
$449K
|
–
|
–
|
–
|
|
|
215
|
Y-Intercept (HK)
Hong Kong
|
$429K
|
-$330K
|
-1,935
|
-45%
|
|
|
216
|
West Family Investments
Carlsbad,
California
|
$429K
|
+$45.8K
|
+268
|
+13%
|
|
|
217
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$426K
|
-$357K
|
-2,090
|
-47%
|
|
|
218
|
Campion Asset Management
Falls Church,
Virginia
|
$425K
|
+$42.7K
|
+250
|
+12%
|
|
|
219
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$419K
|
+$106K
|
+623
|
+36%
|
|
|
220
|
Kestra Private Wealth Services
Austin,
Texas
|
$415K
|
+$65.6K
|
+384
|
+20%
|
|
|
221
|
Raymond James Trust
St. Petersburg,
Florida
|
$415K
|
+$58.9K
|
+345
|
+18%
|
|
|
222
|
EP Wealth Advisors
Torrance,
California
|
$414K
|
-$2.96M
|
-17,333
|
-88%
|
|
|
223
|
Cahill Financial Advisors
Edina,
Minnesota
|
$412K
|
+$158K
|
+924
|
+67%
|
|
|
224
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$412K
|
-$5.8K
|
-34
|
-1%
|
|
|
225
|
Westover Capital Advisors
Wilmington,
Delaware
|
$404K
|
–
|
–
|
–
|
|
