|
326
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.8M
|
+$128K
|
+2,195
|
+5%
|
|
|
327
|
TD Private Client Wealth
New York
|
$2.74M
|
+$94.4K
|
+1,613
|
+4%
|
|
|
328
|
Graypoint LLC
Albany,
New York
|
$2.7M
|
+$4.74K
|
+81
|
+0.2%
|
|
|
329
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.68M
|
-$768K
|
-13,133
|
-23%
|
|
|
330
|
Mercer Global Advisors
Denver,
Colorado
|
$2.68M
|
+$616K
|
+10,534
|
+30%
|
|
|
331
|
Citadel Advisors
Miami,
Florida
|
$2.67M
|
-$1.95M
|
-33,332
|
-43%
|
|
|
332
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.66M
|
+$94.5K
|
+1,616
|
+4%
|
|
|
333
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.66M
|
–
|
–
|
–
|
|
|
334
|
Pinnacle Associates
New York
|
$2.65M
|
+$57.4K
|
+981
|
+2%
|
|
|
335
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$2.61M
|
-$1.39M
|
-23,682
|
-35%
|
|
|
336
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.57M
|
+$57.4K
|
+981
|
+2%
|
|
|
337
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.55M
|
+$293K
|
+5,010
|
+13%
|
|
|
338
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.52M
|
-$583K
|
-9,973
|
-19%
|
|
|
339
|
IFG Advisory
Atlanta,
Georgia
|
$2.51M
|
+$150K
|
+2,563
|
+6%
|
|
|
340
|
Claris Advisors
St. Louis,
Missouri
|
$2.48M
|
+$201K
|
+3,428
|
+9%
|
|
|
341
|
FSC Wealth Advisors
Fishkill,
New York
|
$2.45M
|
+$852K
|
+14,562
|
+54%
|
|
|
342
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.45M
|
-$52.1K
|
-890
|
-2%
|
|
|
343
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$2.44M
|
-$33.2K
|
-568
|
-1%
|
|
|
344
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$2.44M
|
+$284K
|
+4,855
|
+13%
|
|
|
345
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.44M
|
+$14K
|
+240
|
+0.6%
|
|
|
346
|
Altiora Financial Group
Lebanon,
Ohio
|
$2.43M
|
-$709K
|
-12,126
|
-23%
|
|
|
347
|
BIP Alliance
Atlanta,
Georgia
|
$2.43M
|
+$232K
|
+3,966
|
+11%
|
|
|
348
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.42M
|
-$236K
|
-4,039
|
-9%
|
|
|
349
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.4M
|
-$2.97M
|
-50,742
|
-56%
|
|
|
350
|
&Partners
Nashville,
Tennessee
|
$2.38M
|
-$75.5K
|
-1,291
|
-3%
|
|
