|
226
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.03M
|
-$259K
|
-2,824
|
-3%
|
|
|
227
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$9M
|
+$129K
|
+1,411
|
+1%
|
|
|
228
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.96M
|
+$463K
|
+5,051
|
+5%
|
|
|
229
|
CIBC Bancorp USA
Chicago,
Illinois
|
$8.94M
|
+$9.31M
|
+101,482
|
New
|
|
|
230
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.92M
|
-$2.26M
|
-24,632
|
-20%
|
|
|
231
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$8.82M
|
+$8.04M
|
+87,679
|
+748%
|
|
|
232
|
Brookstone Capital Management
Wheaton,
Illinois
|
$8.8M
|
+$533K
|
+5,814
|
+6%
|
|
|
233
|
Victory Capital Management
San Antonio,
Texas
|
$8.78M
|
–
|
–
|
–
|
|
|
234
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8.68M
|
+$747K
|
+8,146
|
+9%
|
|
|
235
|
Perbak Capital Partners
London,
United Kingdom
|
$8.65M
|
+$8.94M
|
+97,504
|
New
|
|
|
236
|
Avion Wealth
The Woodlands,
Texas
|
$8.64M
|
-$42.3K
|
-461
|
-0.5%
|
|
|
237
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.64M
|
+$21.5K
|
+235
|
+0.2%
|
|
|
238
|
Callan Family Office
Radnor,
Pennsylvania
|
$8.63M
|
+$1.33M
|
+14,463
|
+17%
|
|
|
239
|
TFO Wealth Partners
Maumee,
Ohio
|
$8.51M
|
+$3.01M
|
+32,789
|
+52%
|
|
|
240
|
Waverly Advisors
Birmingham,
Alabama
|
$8.49M
|
+$2.2M
|
+24,000
|
+33%
|
|
|
241
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$8.4M
|
+$233K
|
+2,544
|
+3%
|
|
|
242
|
Cambridge Associates
Boston,
Massachusetts
|
$8.39M
|
–
|
–
|
–
|
|
|
243
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$8.36M
|
–
|
–
|
–
|
|
|
244
|
Millennium Management
New York
|
$8.3M
|
+$8.33M
|
+90,822
|
+3,267%
|
|
|
245
|
Gray Private Wealth
Canton,
Massachusetts
|
$8.26M
|
+$266K
|
+2,898
|
+3%
|
|
|
246
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$8.21M
|
-$187K
|
-2,035
|
-2%
|
|
|
247
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.17M
|
-$44.9K
|
-490
|
-0.5%
|
|
|
248
|
Bailard
Foster City,
California
|
$8.16M
|
-$3.55M
|
-38,675
|
-30%
|
|
|
249
|
BOK Financial
Tulsa,
Oklahoma
|
$8.12M
|
-$144K
|
-1,570
|
-2%
|
|
|
250
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$8.07M
|
+$86K
|
+938
|
+1%
|
|
