|
101
|
|
$416K
|
-$761K
|
-8,521
|
-65%
|
|
|
102
|
Icon Wealth Advisors
Houston,
Texas
|
$410K
|
–
|
–
|
–
|
|
|
103
|
Rockbridge Investment Management
Syracuse,
New York
|
$398K
|
-$1.34K
|
-15
|
-0.3%
|
|
|
104
|
Stone Summit Wealth
Miami,
Florida
|
$392K
|
-$16.3K
|
-183
|
-4%
|
|
|
105
|
Equitable Holdings
New York
|
$382K
|
+$6.88K
|
+77
|
+2%
|
|
|
106
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$367K
|
+$355K
|
+3,974
|
New
|
|
|
107
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$351K
|
+$42K
|
+470
|
+14%
|
|
|
108
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$328K
|
+$1.79K
|
+20
|
+0.6%
|
|
|
109
|
Raymond James Trust
St. Petersburg,
Florida
|
$325K
|
–
|
–
|
–
|
|
|
110
|
Bessemer Group
Woodbridge,
New Jersey
|
$320K
|
–
|
–
|
–
|
|
|
111
|
Modera Wealth Management
Westwood,
New Jersey
|
$314K
|
–
|
–
|
–
|
|
|
112
|
Silverlake Wealth Management
Williston,
Vermont
|
$308K
|
+$1.52K
|
+17
|
+0.5%
|
|
|
113
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$304K
|
–
|
–
|
–
|
|
|
114
|
Corient Private Wealth
Miami,
Florida
|
$302K
|
–
|
–
|
–
|
|
|
115
|
Barrett & Company
Providence,
Rhode Island
|
$301K
|
-$8.13K
|
-91
|
-3%
|
|
|
116
|
BHK Investment Advisors
Birmingham,
Alabama
|
$296K
|
–
|
–
|
–
|
|
|
117
|
Cahill Financial Advisors
Edina,
Minnesota
|
$296K
|
+$1.61K
|
+18
|
+0.6%
|
|
|
118
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$289K
|
–
|
–
|
–
|
|
|
119
|
Stephens Inc
Little Rock,
Arkansas
|
$273K
|
–
|
–
|
–
|
|
|
120
|
Hardin Capital Partners
Greenville,
South Carolina
|
$272K
|
+$1.88K
|
+21
|
+0.7%
|
|
|
121
|
Old Mission Capital
Chicago,
Illinois
|
$271K
|
-$2.05M
|
-22,897
|
-89%
|
|
|
122
|
FAS Wealth Partners
Leawood,
Kansas
|
$266K
|
-$63.9K
|
-715
|
-20%
|
|
|
123
|
Bank of New York Mellon
New York
|
$236K
|
+$228K
|
+2,549
|
New
|
|
|
124
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$223K
|
+$215K
|
+2,407
|
New
|
|
|
125
|
Fidelity Investments
Boston,
Massachusetts
|
$218K
|
+$78.8K
|
+882
|
+60%
|
|
