|
151
|
Strategic Global Advisors
Newport Beach,
California
|
$532K
|
–
|
–
|
–
|
|
|
152
|
|
$508K
|
+$481K
|
+7,500
|
New
|
|
|
153
|
FourThought Financial
Venice,
Florida
|
$506K
|
-$70.1K
|
-1,093
|
-13%
|
|
|
154
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
155
|
Fiduciary Trust
Boston,
Massachusetts
|
$490K
|
–
|
–
|
–
|
|
|
156
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$483K
|
+$27.3K
|
+425
|
+6%
|
|
|
157
|
Commerce Bank
Kansas City,
Missouri
|
$479K
|
–
|
–
|
–
|
|
|
158
|
Global Endowment Management
Charlotte,
North Carolina
|
$466K
|
–
|
–
|
–
|
|
|
159
|
Frank Rimerman Advisors
Palo Alto,
California
|
$444K
|
+$98.6K
|
+1,537
|
+30%
|
|
|
160
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$400K
|
-$143K
|
-2,234
|
-27%
|
|
|
161
|
Vontobel Holding
Zurich,
Switzerland
|
$393K
|
–
|
–
|
–
|
|
|
162
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$392K
|
+$3.4K
|
+53
|
+0.9%
|
|
|
163
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$380K
|
-$47.5K
|
-740
|
-11%
|
|
|
164
|
Accel Wealth Management
Waverly,
Iowa
|
$376K
|
+$362K
|
+5,643
|
New
|
|
|
165
|
Kestra Advisory Services
Austin,
Texas
|
$372K
|
-$90.5K
|
-1,411
|
-20%
|
|
|
166
|
HighTower Advisors
Chicago,
Illinois
|
$356K
|
+$345K
|
+5,382
|
New
|
|
|
167
|
Osaic Holdings
Scottsdale,
Arizona
|
$348K
|
-$477K
|
-7,438
|
-59%
|
|
|
168
|
Belpointe Asset Management
Reno,
Nevada
|
$347K
|
+$335K
|
+5,220
|
New
|
|
|
169
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
170
|
Citizens Business Bank
Ontario,
California
|
$331K
|
–
|
–
|
–
|
|
|
171
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$325K
|
+$313K
|
+4,880
|
New
|
|
|
172
|
Pzena Investment Management
New York
|
$320K
|
+$308K
|
+4,800
|
New
|
|
|
173
|
Everett Harris & Co
Los Angeles,
California
|
$300K
|
–
|
–
|
–
|
|
|
174
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$299K
|
-$76.4K
|
-1,190
|
-21%
|
|
|
175
|
NewEdge Advisors
New Orleans,
Louisiana
|
$296K
|
+$285K
|
+4,443
|
New
|
|
