|
126
|
IEQ Capital
Foster City,
California
|
$249K
|
+$4.18K
|
+63
|
+2%
|
|
|
127
|
Ariadne Wealth Management
Santa Barbara,
California
|
$240K
|
+$66
|
+1
|
+0%
|
|
|
128
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
$239K
|
+$242K
|
+3,642
|
New
|
|
|
129
|
Private Advisor Group
Morristown,
New Jersey
|
$233K
|
+$66
|
+1
|
+0%
|
|
|
130
|
Kingswood Wealth Advisors
San Diego,
California
|
$232K
|
+$234K
|
+3,528
|
New
|
|
|
131
|
Integrated Advisors Network
Dallas,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
132
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
133
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$219K
|
+$222K
|
+3,339
|
New
|
|
|
134
|
Cambient Family Office
Ada,
Michigan
|
$214K
|
+$217K
|
+3,265
|
New
|
|
|
135
|
Portland Global Advisors
Portland,
Maine
|
$214K
|
–
|
–
|
–
|
|
|
136
|
FF Advisors
Manhattan Beach,
California
|
$212K
|
–
|
–
|
–
|
|
|
137
|
Hardin Capital Partners
Greenville,
South Carolina
|
$208K
|
–
|
–
|
–
|
|
|
138
|
Stifel Financial
St. Louis,
Missouri
|
$203K
|
+$206K
|
+3,095
|
New
|
|
|
139
|
AQR Capital Management
Greenwich,
Connecticut
|
$202K
|
-$181K
|
-2,729
|
-47%
|
|
|
140
|
Falcon Wealth Planning
Ontario,
California
|
$202K
|
-$8.23K
|
-124
|
-4%
|
|
|
141
|
Investment Advisory Group
Hanover,
Massachusetts
|
$200K
|
-$6.31K
|
-95
|
-3%
|
|
|
142
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$163K
|
+$22.6K
|
+340
|
+16%
|
|
|
143
|
Kestra Advisory Services
Austin,
Texas
|
$155K
|
+$157K
|
+2,366
|
New
|
|
|
144
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$153K
|
-$27.8K
|
-418
|
-15%
|
|
|
145
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$120K
|
+$121K
|
+1,825
|
New
|
|
|
146
|
Farther Finance Advisors
San Francisco,
California
|
$119K
|
+$8.37K
|
+126
|
+8%
|
|
|
147
|
Allworth Financial
Folsom,
California
|
$100K
|
+$1.53K
|
+23
|
+2%
|
|
|
148
|
NewEdge Advisors
New Orleans,
Louisiana
|
$99.9K
|
–
|
–
|
–
|
|
|
149
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$98.5K
|
-$13.3K
|
-200
|
-12%
|
|
|
150
|
CX Institutional
Auburn,
Indiana
|
$93K
|
-$5.45K
|
-82
|
-5%
|
|
