|
201
|
Y-Intercept (HK)
Hong Kong
|
$646K
|
+$621K
|
+4,674
|
New
|
|
|
202
|
Park Avenue Securities
New York
|
$624K
|
+$365K
|
+2,745
|
+155%
|
|
|
203
|
Valeo Financial Advisors
Carmel,
Indiana
|
$620K
|
+$596K
|
+4,487
|
New
|
|
|
204
|
Fidelity Investments
Boston,
Massachusetts
|
$618K
|
+$109K
|
+818
|
+22%
|
|
|
205
|
Baker Avenue Asset Management
San Francisco,
California
|
$613K
|
-$34.3K
|
-258
|
-5%
|
|
|
206
|
AQR Capital Management
Greenwich,
Connecticut
|
$610K
|
–
|
–
|
–
|
|
|
207
|
Farther Finance Advisors
San Francisco,
California
|
$605K
|
+$449K
|
+3,379
|
+333%
|
|
|
208
|
Freedom Investment Management
Hartford,
Connecticut
|
$597K
|
-$382K
|
-2,874
|
-40%
|
|
|
209
|
Bigelow Investment Advisors
Portland,
Maine
|
$591K
|
+$178K
|
+1,343
|
+46%
|
|
|
210
|
Leavell Investment Management
Mobile,
Alabama
|
$579K
|
+$21.8K
|
+164
|
+4%
|
|
|
211
|
Chatham Capital Group
Savannah,
Georgia
|
$568K
|
+$546K
|
+4,110
|
New
|
|
|
212
|
Advisors Management Group
La Crosse,
Wisconsin
|
$552K
|
+$70.4K
|
+530
|
+15%
|
|
|
213
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$549K
|
+$156K
|
+1,173
|
+42%
|
|
|
214
|
NFP Retirement Inc
Aliso Viejo,
California
|
$545K
|
+$5.32K
|
+40
|
+1%
|
|
|
215
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$534K
|
–
|
–
|
–
|
|
|
216
|
EP Wealth Advisors
Torrance,
California
|
$521K
|
+$7.97K
|
+60
|
+2%
|
|
|
217
|
Collective Family Office
York,
Pennsylvania
|
$513K
|
-$3.32K
|
-25
|
-0.7%
|
|
|
218
|
Evolution Wealth Advisors
Aventura,
Florida
|
$498K
|
–
|
–
|
–
|
|
|
219
|
Modera Wealth Management
Westwood,
New Jersey
|
$495K
|
+$11.3K
|
+85
|
+2%
|
|
|
220
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$491K
|
–
|
–
|
–
|
|
|
221
|
Appleton Partners
Boston,
Massachusetts
|
$487K
|
-$30.6K
|
-230
|
-6%
|
|
|
222
|
Ingalls & Snyder LLC
New York
|
$480K
|
+$15.8K
|
+119
|
+4%
|
|
|
223
|
Mission Wealth Management
Santa Barbara,
California
|
$467K
|
-$36K
|
-271
|
-7%
|
|
|
224
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$464K
|
+$13.8K
|
+104
|
+3%
|
|
|
225
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$460K
|
+$442K
|
+3,328
|
New
|
|
