|
126
|
Pacifica Partners
Surrey,
Canada
|
$107K
|
-$1.55K
|
-240
|
-1%
|
|
|
127
|
Sage Advisors
Boulder,
Colorado
|
$102K
|
–
|
–
|
–
|
|
|
128
|
Veracity Capital
Atlanta,
Georgia
|
$102K
|
+$8.45K
|
+1,309
|
+8%
|
|
|
129
|
Kestra Private Wealth Services
Austin,
Texas
|
$98.3K
|
-$68K
|
-10,529
|
-37%
|
|
|
130
|
WR Wealth Planners
Columbia,
Missouri
|
$93.9K
|
+$6.46K
|
+1,000
|
+6%
|
|
|
131
|
Moors & Cabot
Boston,
Massachusetts
|
$93.9K
|
+$18.1K
|
+2,800
|
+20%
|
|
|
132
|
Miracle Mile Advisors
Los Angeles,
California
|
$88.4K
|
+$7.15K
|
+1,108
|
+7%
|
|
|
133
|
Shell Asset Management
The Hague,
Netherlands
|
$88K
|
–
|
–
|
–
|
|
|
134
|
Stifel Financial
St. Louis,
Missouri
|
$87.6K
|
-$41K
|
-6,350
|
-28%
|
|
|
135
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$85.9K
|
–
|
–
|
–
|
|
|
136
|
Fiduciary Family Office
Boca Raton,
Florida
|
$85.9K
|
+$101K
|
+15,639
|
New
|
|
|
137
|
IHT Wealth Management
Chicago,
Illinois
|
$83.7K
|
+$9.55K
|
+1,480
|
+11%
|
|
|
138
|
Kingswood Wealth Advisors
San Diego,
California
|
$82.3K
|
+$96.8K
|
+15,000
|
New
|
|
|
139
|
Vontobel Holding
Zurich,
Switzerland
|
$81.6K
|
-$10.3K
|
-1,603
|
-10%
|
|
|
140
|
DLK Investment Management
Solana Beach,
California
|
$78K
|
–
|
–
|
–
|
|
|
141
|
Hollencrest Capital Management
Newport Beach,
California
|
$77.8K
|
-$25.8K
|
-4,000
|
-22%
|
|
|
142
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$72.7K
|
+$85.5K
|
+13,244
|
New
|
|
|
143
|
William Blair & Company
Chicago,
Illinois
|
$71.8K
|
-$9.67K
|
-1,498
|
-10%
|
|
|
144
|
Creative Planning
Overland Park,
Kansas
|
$67K
|
+$1.49K
|
+230
|
+2%
|
|
|
145
|
Corundum Trust Company
Sioux Falls,
South Dakota
|
$65.9K
|
–
|
–
|
–
|
|
|
146
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$64.9K
|
-$10.3K
|
-1,600
|
-12%
|
|
|
147
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$64K
|
-$19.5K
|
-3,026
|
-21%
|
|
|
148
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$63.6K
|
–
|
–
|
–
|
|
|
149
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$57.6K
|
+$67.8K
|
+10,499
|
New
|
|
|
150
|
Atria Wealth Solutions
New York
|
$57.6K
|
–
|
–
|
–
|
|
