|
151
|
Wealthstream Advisors
New York
|
$586K
|
–
|
–
|
–
|
|
|
152
|
Zurich Insurance Group
Zurich,
Switzerland
|
$575K
|
–
|
–
|
–
|
|
|
153
|
Y-Intercept (HK)
Hong Kong
|
$508K
|
+$212K
|
+6,246
|
+61%
|
|
|
154
|
Creative Planning
Overland Park,
Kansas
|
$490K
|
+$4.79K
|
+141
|
+0.9%
|
|
|
155
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$478K
|
–
|
–
|
–
|
|
|
156
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$456K
|
-$28.3M
|
-831,427
|
-98%
|
|
|
157
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$455K
|
–
|
–
|
–
|
|
|
158
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$455K
|
-$749K
|
-22,021
|
-60%
|
|
|
159
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$455K
|
–
|
–
|
–
|
|
|
160
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$441K
|
+$488K
|
+14,350
|
New
|
|
|
161
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$427K
|
+$2.04K
|
+60
|
+0.4%
|
|
|
162
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$398K
|
-$2.62K
|
-77
|
-0.6%
|
|
|
163
|
|
$385K
|
–
|
–
|
–
|
|
|
164
|
Olympiad Research
Stamford,
Connecticut
|
$383K
|
-$1.27M
|
-37,424
|
-75%
|
|
|
165
|
Private Trust Company
Cleveland,
Ohio
|
$382K
|
+$19.9K
|
+584
|
+5%
|
|
|
166
|
Independent Family Office
Albany,
New York
|
$361K
|
-$24.6K
|
-724
|
-6%
|
|
|
167
|
United Services Automobile Association
San Antonio,
Texas
|
$351K
|
-$831K
|
-24,439
|
-68%
|
|
|
168
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$351K
|
-$23.5K
|
-692
|
-6%
|
|
|
169
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$349K
|
+$299K
|
+8,778
|
+340%
|
|
|
170
|
Vontobel Holding
Zurich,
Switzerland
|
$345K
|
+$381K
|
+11,210
|
New
|
|
|
171
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$331K
|
+$5.1K
|
+150
|
+1%
|
|
|
172
|
Ascent Group
Virginia Beach,
Virginia
|
$330K
|
-$51.7K
|
-1,520
|
-13%
|
|
|
173
|
AXS Investments
Port Chester,
New York
|
$329K
|
–
|
–
|
–
|
|
|
174
|
Calton & Associates
Tampa,
Florida
|
$327K
|
-$23.5K
|
-691
|
-6%
|
|
|
175
|
Equitable Holdings
New York
|
$320K
|
-$10.5K
|
-310
|
-3%
|
|
