|
201
|
Summit X LLC
Chesterfield,
Missouri
|
$403K
|
-$51.3K
|
-928
|
-11%
|
|
|
202
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$402K
|
+$49.7K
|
+899
|
+14%
|
|
|
203
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$388K
|
-$4.98K
|
-90
|
-1%
|
|
|
204
|
Bartlett & Co
Cincinnati,
Ohio
|
$388K
|
-$4.98K
|
-90
|
-1%
|
|
|
205
|
BBJS Financial Advisors
Seattle,
Washington
|
$388K
|
-$25.3K
|
-457
|
-6%
|
|
|
206
|
Garrison Point Advisors
Walnut Creek,
California
|
$372K
|
-$7.19K
|
-130
|
-2%
|
|
|
207
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$370K
|
-$30.7K
|
-555
|
-8%
|
|
|
208
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$368K
|
-$26.9K
|
-486
|
-7%
|
|
|
209
|
Vontobel Holding
Zurich,
Switzerland
|
$368K
|
+$14.4K
|
+261
|
+4%
|
|
|
210
|
Liberty Wealth Management
Oakland,
California
|
$363K
|
-$7.52K
|
-136
|
-2%
|
|
|
211
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$362K
|
+$65K
|
+1,175
|
+22%
|
|
|
212
|
Cumberland Advisors
Sarasota,
Florida
|
$359K
|
–
|
–
|
–
|
|
|
213
|
Prudential plc
London, England,
United Kingdom
|
$358K
|
-$477K
|
-8,621
|
-57%
|
|
|
214
|
Sovereign Financial Group
Stamford,
Connecticut
|
$350K
|
+$102K
|
+1,845
|
+41%
|
|
|
215
|
Kestra Private Wealth Services
Austin,
Texas
|
$347K
|
-$30.5K
|
-552
|
-8%
|
|
|
216
|
CreativeOne Wealth
Overland Park,
Kansas
|
$346K
|
-$76.7K
|
-1,388
|
-18%
|
|
|
217
|
|
$343K
|
+$44.8K
|
+810
|
+15%
|
|
|
218
|
MONECO Advisors
Fairfield,
Connecticut
|
$342K
|
+$46.3K
|
+837
|
+16%
|
|
|
219
|
BCGM Wealth Management
Lafayette,
Indiana
|
$341K
|
+$114K
|
+2,059
|
+50%
|
|
|
220
|
|
$340K
|
-$11.7K
|
-212
|
-3%
|
|
|
221
|
Trexquant Investment
Stamford,
Connecticut
|
$340K
|
+$342K
|
+6,177
|
New
|
|
|
222
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$338K
|
+$10.1K
|
+183
|
+3%
|
|
|
223
|
Webster Bank
Waterbury,
Connecticut
|
$336K
|
–
|
–
|
–
|
|
|
224
|
Choreo LLC
Rockford,
Illinois
|
$324K
|
-$11.7K
|
-211
|
-3%
|
|
|
225
|
Personal CFO Solutions
Chester,
New Jersey
|
$323K
|
-$104K
|
-1,881
|
-24%
|
|
