|
176
|
Gotham Asset Management
New York
|
$5.78M
|
–
|
–
|
–
|
|
|
177
|
Kestra Advisory Services
Austin,
Texas
|
$5.7M
|
-$228K
|
-1,983
|
-4%
|
|
|
178
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.67M
|
+$898K
|
+7,812
|
+20%
|
|
|
179
|
Natixis Advisors
Boston,
Massachusetts
|
$5.66M
|
-$311K
|
-2,707
|
-5%
|
|
|
180
|
Breakwater Investment Management
Seattle,
Washington
|
$5.59M
|
-$43.9K
|
-382
|
-0.8%
|
|
|
181
|
Waverly Advisors
Birmingham,
Alabama
|
$5.58M
|
-$1.09M
|
-9,493
|
-17%
|
|
|
182
|
|
$5.57M
|
+$993K
|
+8,635
|
+23%
|
|
|
183
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.56M
|
-$414K
|
-3,601
|
-7%
|
|
|
184
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.55M
|
+$199K
|
+1,727
|
+4%
|
|
|
185
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$5.49M
|
+$5.05M
|
+43,875
|
+2,193%
|
|
|
186
|
Westmount Partners
Los Angeles,
California
|
$5.4M
|
+$233K
|
+2,030
|
+5%
|
|
|
187
|
Truist Financial
Charlotte,
North Carolina
|
$5.38M
|
-$990K
|
-8,613
|
-16%
|
|
|
188
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.36M
|
-$49.1K
|
-427
|
-0.9%
|
|
|
189
|
Stephens Inc
Little Rock,
Arkansas
|
$5.33M
|
–
|
–
|
–
|
|
|
190
|
Studio Investment Management
Chicago,
Illinois
|
$5.28M
|
-$155K
|
-1,351
|
-3%
|
|
|
191
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.28M
|
-$11.3K
|
-98
|
-0.2%
|
|
|
192
|
Donor Advised Charitable Giving
San Francisco,
California
|
$5.19M
|
+$4.99M
|
+43,400
|
New
|
|
|
193
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.19M
|
+$185K
|
+1,608
|
+4%
|
|
|
194
|
Royal Fund Management
Lady Lake,
Florida
|
$5.12M
|
+$2.7M
|
+23,490
|
+124%
|
|
|
195
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$5.07M
|
-$53.1K
|
-462
|
-1%
|
|
|
196
|
Atria Wealth Solutions
New York
|
$5.01M
|
-$39.7K
|
-345
|
-0.8%
|
|
|
197
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.01M
|
-$326K
|
-2,835
|
-6%
|
|
|
198
|
Heritage Investment Group
Pompano Beach,
Florida
|
$4.97M
|
+$163K
|
+1,421
|
+4%
|
|
|
199
|
Ancora Advisors
Cleveland,
Ohio
|
$4.9M
|
-$2.42K
|
-21
|
-0.1%
|
|
|
200
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.87M
|
+$98.2K
|
+854
|
+2%
|
|
