|
376
|
Valeo Financial Advisors
Carmel,
Indiana
|
$245K
|
+$326
|
+2
|
+0.1%
|
|
|
377
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$244K
|
–
|
–
|
–
|
|
|
378
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$242K
|
–
|
–
|
–
|
|
|
379
|
Instrumental Wealth
Tampa,
Florida
|
$241K
|
+$231K
|
+1,419
|
New
|
|
|
380
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$240K
|
+$230K
|
+1,408
|
New
|
|
|
381
|
Nuveen
Charlotte,
North Carolina
|
$237K
|
+$227K
|
+1,392
|
New
|
|
|
382
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$236K
|
–
|
–
|
–
|
|
|
383
|
Optivise Advisory Services
Franklin,
Tennessee
|
$236K
|
–
|
–
|
–
|
|
|
384
|
Advisory Services Network
Atlanta,
Georgia
|
$235K
|
-$409K
|
-2,508
|
-64%
|
|
|
385
|
Compass Capital Corp
Braintree,
Massachusetts
|
$234K
|
-$4.08K
|
-25
|
-2%
|
|
|
386
|
Scarborough Advisors
Annapolis,
Maryland
|
$230K
|
-$19.9K
|
-122
|
-8%
|
|
|
387
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$228K
|
+$326K
|
+2,000
|
New
|
|
|
388
|
RWA Wealth Partners
Newton,
Massachusetts
|
$226K
|
+$217K
|
+1,328
|
New
|
|
|
389
|
Nova Wealth Management
Bonita Springs,
Florida
|
$225K
|
-$16.1K
|
-99
|
-7%
|
|
|
390
|
Gentry Private Wealth
Wichita,
Kansas
|
$225K
|
+$215K
|
+1,321
|
New
|
|
|
391
|
Stokes Family Office
New Orleans,
Louisiana
|
$221K
|
+$212K
|
+1,300
|
New
|
|
|
392
|
Atomi Financial Group
New York
|
$221K
|
+$212K
|
+1,298
|
New
|
|
|
393
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
394
|
Signet Private Wealth
Chicago,
Illinois
|
$217K
|
+$208K
|
+1,273
|
New
|
|
|
395
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$216K
|
-$964K
|
-5,913
|
-82%
|
|
|
396
|
Granite Harbor Advisors
Houston,
Texas
|
$212K
|
+$203K
|
+1,247
|
New
|
|
|
397
|
Rossby Financial
Melbourne,
Florida
|
$210K
|
+$200K
|
+1,224
|
+12,240%
|
|
|
398
|
Jackson Wealth Management
Lake Mary,
Florida
|
$208K
|
-$1.12M
|
-6,858
|
-85%
|
|
|
399
|
United Advisor Group
Cincinnati,
Ohio
|
$206K
|
+$198K
|
+1,213
|
New
|
|
|
400
|
XY Planning Network
Bozeman,
Montana
|
$206K
|
+$198K
|
+1,212
|
New
|
|
