|
126
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$716K
|
-$36.2K
|
-1,479
|
-5%
|
|
|
127
|
Vontobel Holding
Zurich,
Switzerland
|
$715K
|
-$367K
|
-15,000
|
-35%
|
|
|
128
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$701K
|
+$122
|
+5
|
+0%
|
|
|
129
|
Principal Securities
Des Moines,
Iowa
|
$690K
|
-$1.44M
|
-59,096
|
-68%
|
|
|
130
|
Matisse Capital
Portland,
Oregon
|
$631K
|
–
|
–
|
–
|
|
|
131
|
Modern Wealth Management
Lenexa,
Kansas
|
$596K
|
+$574K
|
+23,500
|
New
|
|
|
132
|
Rossby Financial
Melbourne,
Florida
|
$583K
|
-$103K
|
-4,200
|
-15%
|
|
|
133
|
Readystate Asset Management
Chicago,
Illinois
|
$558K
|
+$538K
|
+21,999
|
New
|
|
|
134
|
Ballentine Partners
Waltham,
Massachusetts
|
$554K
|
–
|
–
|
–
|
|
|
135
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$542K
|
+$2.18K
|
+89
|
+0.4%
|
|
|
136
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$520K
|
+$5.6K
|
+229
|
+1%
|
|
|
137
|
Columbus Macro
New Castle,
Pennsylvania
|
$518K
|
+$500K
|
+20,449
|
New
|
|
|
138
|
Apeiron RIA
Dallas,
Texas
|
$494K
|
-$7.95K
|
-325
|
-2%
|
|
|
139
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$491K
|
-$273K
|
-11,172
|
-37%
|
|
|
140
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$456K
|
–
|
–
|
–
|
|
|
141
|
Cahill Financial Advisors
Edina,
Minnesota
|
$455K
|
-$46.1K
|
-1,887
|
-10%
|
|
|
142
|
AE Wealth Management
Topeka,
Kansas
|
$447K
|
-$21.1K
|
-862
|
-5%
|
|
|
143
|
United Advisor Group
Cincinnati,
Ohio
|
$445K
|
+$429K
|
+17,546
|
New
|
|
|
144
|
Creative Planning
Overland Park,
Kansas
|
$439K
|
-$233K
|
-9,545
|
-36%
|
|
|
145
|
XTX Topco
George Town,
Cayman Islands
|
$423K
|
+$408K
|
+16,696
|
New
|
|
|
146
|
Net Worth Advisory Group
Sandy,
Utah
|
$419K
|
+$6.5K
|
+266
|
+2%
|
|
|
147
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$418K
|
-$112K
|
-4,575
|
-22%
|
|
|
148
|
Fiduciary Trust
Boston,
Massachusetts
|
$417K
|
+$402K
|
+16,458
|
New
|
|
|
149
|
Western Asset Management Company
Pasadena,
California
|
$411K
|
–
|
–
|
–
|
|
|
150
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$410K
|
+$173K
|
+7,075
|
+78%
|
|
