|
301
|
SEI Investments
Oaks,
Pennsylvania
|
$271K
|
+$274K
|
+4,095
|
New
|
|
|
302
|
Falcon Wealth Planning
Ontario,
California
|
$264K
|
–
|
–
|
–
|
|
|
303
|
Cerity Partners OCIO
New York
|
$263K
|
+$670
|
+10
|
+0.3%
|
|
|
304
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$250K
|
-$268
|
-4
|
-0.1%
|
|
|
305
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$249K
|
–
|
–
|
–
|
|
|
306
|
Jones Financial Companies
Des Peres,
Missouri
|
$248K
|
+$41.2K
|
+615
|
+20%
|
|
|
307
|
SouthState Corp
Winter Haven,
Florida
|
$247K
|
-$5.03K
|
-75
|
-2%
|
|
|
308
|
|
$244K
|
-$54.2K
|
-809
|
-18%
|
|
|
309
|
Columbus Macro
New Castle,
Pennsylvania
|
$240K
|
+$1.88K
|
+28
|
+0.8%
|
|
|
310
|
Regal Investment Advisors
Kentwood,
Michigan
|
$239K
|
+$19K
|
+283
|
+9%
|
|
|
311
|
Avion Wealth
The Woodlands,
Texas
|
$237K
|
-$40.6K
|
-606
|
-15%
|
|
|
312
|
Perigon Wealth Management
San Francisco,
California
|
$232K
|
+$11.5K
|
+172
|
+5%
|
|
|
313
|
Delta Investment Management
San Francisco,
California
|
$229K
|
-$80K
|
-1,194
|
-26%
|
|
|
314
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$227K
|
-$161K
|
-2,404
|
-41%
|
|
|
315
|
CreativeOne Wealth
Overland Park,
Kansas
|
$227K
|
+$27K
|
+403
|
+13%
|
|
|
316
|
ASB Consultores
Aventura,
Florida
|
$227K
|
+$229K
|
+3,418
|
New
|
|
|
317
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$225K
|
+$227K
|
+3,385
|
New
|
|
|
318
|
Seneca Financial Advisors
Rochester,
New York
|
$225K
|
+$227K
|
+3,384
|
New
|
|
|
319
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$223K
|
-$51.1K
|
-762
|
-19%
|
|
|
320
|
Brookstone Capital Management
Wheaton,
Illinois
|
$223K
|
-$33.9K
|
-506
|
-13%
|
|
|
321
|
Bank of New York Mellon
New York
|
$221K
|
+$223K
|
+3,320
|
New
|
|
|
322
|
Fidelity Investments
Boston,
Massachusetts
|
$219K
|
-$17.5K
|
-261
|
-7%
|
|
|
323
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$219K
|
+$221K
|
+3,294
|
New
|
|
|
324
|
Modera Wealth Management
Westwood,
New Jersey
|
$218K
|
–
|
–
|
–
|
|
|
325
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$212K
|
+$7.64K
|
+114
|
+4%
|
|
