|
301
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$473K
|
+$430K
|
+1,120
|
New
|
|
|
302
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$471K
|
–
|
–
|
–
|
|
|
303
|
Avior Wealth Management
Omaha,
Nebraska
|
$470K
|
+$98.4K
|
+256
|
+30%
|
|
|
304
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$464K
|
-$121K
|
-314
|
-22%
|
|
|
305
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$461K
|
+$257K
|
+669
|
+113%
|
|
|
306
|
Legato Capital Management
San Francisco,
California
|
$444K
|
–
|
–
|
–
|
|
|
307
|
Journey Strategic Wealth
Summit,
New Jersey
|
$437K
|
+$15.4K
|
+40
|
+4%
|
|
|
308
|
Cynosure Group
Salt Lake City,
Utah
|
$432K
|
+$28.8K
|
+75
|
+8%
|
|
|
309
|
Atria Investments
Charlotte,
North Carolina
|
$426K
|
+$387K
|
+1,008
|
New
|
|
|
310
|
nVerses Capital
Wellington,
Florida
|
$423K
|
+$384K
|
+1,000
|
New
|
|
|
311
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$418K
|
+$76.5K
|
+199
|
+25%
|
|
|
312
|
Personal CFO Solutions
Chester,
New Jersey
|
$417K
|
-$119K
|
-310
|
-24%
|
|
|
313
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
$413K
|
–
|
–
|
–
|
|
|
314
|
BTC Capital Management
Des Moines,
Iowa
|
$385K
|
-$30K
|
-78
|
-8%
|
|
|
315
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$380K
|
+$28.8K
|
+75
|
+9%
|
|
|
316
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$377K
|
-$14.2K
|
-37
|
-4%
|
|
|
317
|
Oppenheimer & Co
New York
|
$362K
|
+$329K
|
+857
|
New
|
|
|
318
|
Profund Advisors
Bethesda,
Maryland
|
$361K
|
-$118K
|
-307
|
-26%
|
|
|
319
|
|
$358K
|
+$179K
|
+467
|
+123%
|
|
|
320
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$356K
|
+$324K
|
+842
|
New
|
|
|
321
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$347K
|
+$11.1K
|
+29
|
+4%
|
|
|
322
|
Nippon Life Global Investors Americas
New York
|
$347K
|
+$73K
|
+190
|
+30%
|
|
|
323
|
Sherbrooke Park Advisers
White Plains,
New York
|
$333K
|
+$302K
|
+787
|
New
|
|
|
324
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$330K
|
+$8.46K
|
+22
|
+3%
|
|
|
325
|
Simplicity Wealth
Summit,
New Jersey
|
$330K
|
+$8.46K
|
+22
|
+3%
|
|
