|
726
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$837K
|
+$420K
|
+1
|
+100%
|
|
|
727
|
Portland Global Advisors
Portland,
Maine
|
$837K
|
+$420K
|
+1
|
+100%
|
|
|
728
|
Sage Rhino Capital
Menlo Park,
California
|
$837K
|
+$420K
|
+1
|
+100%
|
|
|
729
|
Telemus Capital
Southfield,
Michigan
|
$837K
|
+$420K
|
+1
|
+100%
|
|
|
730
|
360 Financial
Wayzata,
Minnesota
|
$837K
|
+$841K
|
+2
|
New
|
|
|
731
|
AlphaCore Capital
La Jolla,
California
|
$837K
|
+$841K
|
+2
|
New
|
|
|
732
|
Belpointe Asset Management
Reno,
Nevada
|
$837K
|
+$841K
|
+2
|
New
|
|
|
733
|
Citadel Advisors
Miami,
Florida
|
$837K
|
+$841K
|
+2
|
New
|
|
|
734
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$837K
|
+$841K
|
+2
|
New
|
|
|
735
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$837K
|
+$841K
|
+2
|
New
|
|
|
736
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$837K
|
+$841K
|
+2
|
New
|
|
|
737
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$837K
|
+$841K
|
+2
|
New
|
|
|
738
|
Family Legacy Inc
Greenville,
South Carolina
|
$836K
|
–
|
–
|
–
|
|
|
739
|
Snider Financial Group
Bellevue,
Washington
|
$835K
|
+$841K
|
+2
|
New
|
|
|
740
|
Country Club Trust
Kansas City,
Missouri
|
$834K
|
–
|
–
|
–
|
|
|
741
|
F/M Investments
Washington,
District of Columbia
|
$834K
|
–
|
–
|
–
|
|
|
742
|
LVM Capital Management
Portage,
Michigan
|
$437K
|
–
|
–
|
–
|
|
|
743
|
Vivaldi Capital Management
Chicago,
Illinois
|
$433K
|
–
|
–
|
–
|
|
|
744
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$421K
|
–
|
–
|
–
|
|
|
745
|
Lake Street Private Wealth
Chicago,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
746
|
Exeter Financial
Scottsdale,
Arizona
|
$420K
|
–
|
–
|
–
|
|
|
747
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$420K
|
+$420K
|
+1
|
New
|
|
|
748
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$419K
|
-$3.36M
|
-8
|
-89%
|
|
|
749
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$419K
|
-$1.68M
|
-4
|
-80%
|
|
|
750
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$419K
|
-$1.26M
|
-3
|
-75%
|
|
