|
251
|
Welch & Forbes
Boston,
Massachusetts
|
$1.21M
|
+$31.1K
|
+275
|
+3%
|
|
|
252
|
Oppenheimer & Co
New York
|
$1.19M
|
-$37.7K
|
-333
|
-3%
|
|
|
253
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
254
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.16M
|
-$19.8K
|
-175
|
-2%
|
|
|
255
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.16M
|
+$576K
|
+5,093
|
+106%
|
|
|
256
|
Evergreen Wealth Management
Williamston,
Michigan
|
$1.15M
|
–
|
–
|
–
|
|
|
257
|
Opus Capital Group
Cincinnati,
Ohio
|
$1.15M
|
-$5.32K
|
-47
|
-0.5%
|
|
|
258
|
M&T Bank
Buffalo,
New York
|
$1.08M
|
+$207K
|
+1,830
|
+25%
|
|
|
259
|
Camelot Portfolios
Maumee,
Ohio
|
$1.07M
|
-$307K
|
-2,717
|
-23%
|
|
|
260
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.06M
|
+$257K
|
+2,269
|
+32%
|
|
|
261
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$1.05M
|
–
|
–
|
–
|
|
|
262
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.03M
|
+$491K
|
+4,342
|
+96%
|
|
|
263
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.02M
|
+$575K
|
+5,083
|
+138%
|
|
|
264
|
United Capital Financial Advisors
Irving,
Texas
|
$987K
|
-$607K
|
-5,363
|
-39%
|
|
|
265
|
KeyBank National Association
Cleveland,
Ohio
|
$968K
|
+$6.68K
|
+59
|
+0.7%
|
|
|
266
|
SilverOak Wealth Management
Edina,
Minnesota
|
$967K
|
+$33.4K
|
+295
|
+4%
|
|
|
267
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$955K
|
+$56.2K
|
+497
|
+6%
|
|
|
268
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$955K
|
+$56.2K
|
+497
|
+6%
|
|
|
269
|
Callan Capital
La Jolla,
California
|
$916K
|
–
|
–
|
–
|
|
|
270
|
Evergreen Capital Management
Bellevue,
Washington
|
$897K
|
-$73.6K
|
-650
|
-8%
|
|
|
271
|
Merit Financial Group
Alpharetta,
Georgia
|
$881K
|
-$227K
|
-2,003
|
-21%
|
|
|
272
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$880K
|
+$101K
|
+895
|
+13%
|
|
|
273
|
Schoolcraft Capital
Boulder,
Colorado
|
$880K
|
–
|
–
|
–
|
|
|
274
|
Millennium Management
New York
|
$874K
|
-$2.43M
|
-21,496
|
-74%
|
|
|
275
|
Cresset Asset Management
Chicago,
Illinois
|
$863K
|
-$59.8K
|
-528
|
-7%
|
|
