|
151
|
United Capital Financial Advisors
Irving,
Texas
|
$348K
|
-$16.5K
|
-335
|
-5%
|
|
|
152
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$339K
|
+$296
|
+6
|
+0.1%
|
|
|
153
|
Rossby Financial
Melbourne,
Florida
|
$325K
|
-$1.68K
|
-34
|
-0.6%
|
|
|
154
|
SimplyRich
Carlsbad,
California
|
$325K
|
+$276K
|
+5,600
|
New
|
|
|
155
|
Versant Capital Management
Phoenix,
Arizona
|
$305K
|
+$28.9K
|
+587
|
+13%
|
|
|
156
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$301K
|
-$49.5K
|
-1,004
|
-16%
|
|
|
157
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$297K
|
+$56.3K
|
+1,142
|
+29%
|
|
|
158
|
MGO One Seven
Beachwood,
Ohio
|
$293K
|
-$47.6K
|
-967
|
-16%
|
|
|
159
|
Parallel Advisors
San Francisco,
California
|
$289K
|
+$64.3K
|
+1,306
|
+36%
|
|
|
160
|
Rockefeller Capital Management
New York
|
$287K
|
+$154K
|
+3,123
|
+173%
|
|
|
161
|
Evolve Private Wealth
Los Angeles,
California
|
$286K
|
+$242K
|
+4,920
|
New
|
|
|
162
|
Allspring Global Investments
Charlotte,
North Carolina
|
$280K
|
+$237K
|
+4,818
|
New
|
|
|
163
|
Choreo LLC
Rockford,
Illinois
|
$268K
|
+$227K
|
+4,600
|
New
|
|
|
164
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$251K
|
+$213K
|
+4,318
|
New
|
|
|
165
|
Stirlingshire Investments
New York
|
$235K
|
+$199K
|
+4,040
|
New
|
|
|
166
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$234K
|
-$1.08K
|
-22
|
-0.5%
|
|
|
167
|
Advyzon Investment Management
Lisle,
Illinois
|
$233K
|
+$198K
|
+4,013
|
New
|
|
|
168
|
Syon Capital
San Francisco,
California
|
$232K
|
+$197K
|
+3,995
|
New
|
|
|
169
|
Neuberger Berman Group
New York
|
$223K
|
+$189K
|
+3,837
|
New
|
|
|
170
|
Franklin Resources
San Mateo,
California
|
$220K
|
+$186K
|
+3,778
|
New
|
|
|
171
|
Raymond James Financial
St Petersburg,
Florida
|
$217K
|
+$184K
|
+3,730
|
New
|
|
|
172
|
Fayez Sarofim & Co
Houston,
Texas
|
$213K
|
+$180K
|
+3,658
|
New
|
|
|
173
|
PDS Planning
Dublin,
Ohio
|
$209K
|
+$177K
|
+3,593
|
New
|
|
|
174
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$208K
|
+$176K
|
+3,573
|
New
|
|
|
175
|
D'Orazio & Associates
Falls Church,
Virginia
|
$204K
|
+$172K
|
+3,499
|
New
|
|
