|
326
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$813K
|
+$62K
|
+1,535
|
+10%
|
|
|
327
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$794K
|
-$17.4K
|
-431
|
-2%
|
|
|
328
|
Valeo Financial Advisors
Carmel,
Indiana
|
$777K
|
+$42.9K
|
+1,061
|
+7%
|
|
|
329
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$776K
|
+$265K
|
+6,571
|
+65%
|
|
|
330
|
Brown Brothers Harriman & Co
New York
|
$774K
|
+$51.8K
|
+1,282
|
+8%
|
|
|
331
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$760K
|
-$2.63K
|
-65
|
-0.4%
|
|
|
332
|
Ascent Group
Virginia Beach,
Virginia
|
$758K
|
+$43.2K
|
+1,068
|
+7%
|
|
|
333
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$757K
|
+$661K
|
+16,353
|
New
|
|
|
334
|
Waverly Advisors
Birmingham,
Alabama
|
$757K
|
+$27.1K
|
+671
|
+4%
|
|
|
335
|
Root Financial Partners
Encinitas,
California
|
$750K
|
+$32.4K
|
+803
|
+5%
|
|
|
336
|
Crédit Industriel et Commercial
Paris France,
France
|
$743K
|
-$1.53M
|
-37,950
|
-70%
|
|
|
337
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$736K
|
+$129K
|
+3,188
|
+25%
|
|
|
338
|
Empirical Wealth Management
Seattle,
Washington
|
$736K
|
+$128K
|
+3,177
|
+25%
|
|
|
339
|
Global Retirement Partners
San Rafael,
California
|
$732K
|
+$413K
|
+10,227
|
+183%
|
|
|
340
|
Parallel Advisors
San Francisco,
California
|
$725K
|
+$29.9K
|
+741
|
+5%
|
|
|
341
|
Clearstead Advisors
Cleveland,
Ohio
|
$721K
|
–
|
–
|
–
|
|
|
342
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$719K
|
+$105K
|
+2,590
|
+20%
|
|
|
343
|
Wealthspire Advisors (New York)
New York
|
$717K
|
+$397K
|
+9,834
|
+174%
|
|
|
344
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$717K
|
-$700K
|
-17,314
|
-53%
|
|
|
345
|
Clarius Group LLC
Seattle,
Washington
|
$704K
|
+$12.2K
|
+303
|
+2%
|
|
|
346
|
Concurrent Investment Advisors
Tampa,
Florida
|
$698K
|
+$158K
|
+3,919
|
+35%
|
|
|
347
|
Oppenheimer Asset Management
New York
|
$697K
|
+$4.2K
|
+104
|
+0.7%
|
|
|
348
|
Winning Points Advisors
Boca Raton,
Florida
|
$695K
|
+$1.61M
|
+39,780
|
New
|
|
|
349
|
Credit Capital Investments
Livingston,
New Jersey
|
$695K
|
-$606K
|
-15,000
|
-50%
|
|
|
350
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$692K
|
-$94K
|
-2,326
|
-13%
|
|
