|
201
|
MGO One Seven
Beachwood,
Ohio
|
$352K
|
+$7.68K
|
+144
|
+2%
|
|
|
202
|
|
$346K
|
+$15.4K
|
+289
|
+5%
|
|
|
203
|
True North Advisors
Dallas,
Texas
|
$340K
|
+$327K
|
+6,132
|
New
|
|
|
204
|
Rothschild Investment LLC
Chicago,
Illinois
|
$333K
|
–
|
–
|
–
|
|
|
205
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$333K
|
–
|
–
|
–
|
|
|
206
|
Horizon Kinetics Asset Management
New York
|
$329K
|
+$11.3K
|
+211
|
+4%
|
|
|
207
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$324K
|
+$38.1K
|
+715
|
+14%
|
|
|
208
|
ExodusPoint Capital Management
New York
|
$322K
|
+$309K
|
+5,800
|
New
|
|
|
209
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$320K
|
+$307K
|
+5,765
|
New
|
|
|
210
|
Falcon Wealth Planning
Ontario,
California
|
$320K
|
+$70.9K
|
+1,330
|
+30%
|
|
|
211
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$314K
|
+$301K
|
+5,650
|
New
|
|
|
212
|
Trek Financial
Scottsdale,
Arizona
|
$312K
|
-$64.7K
|
-1,213
|
-18%
|
|
|
213
|
Cooper Financial Group
Irvine,
California
|
$311K
|
–
|
–
|
–
|
|
|
214
|
Equitable Trust
Nashville,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
215
|
Advisornet Financial
Minnetonka,
Minnesota
|
$308K
|
+$18.4K
|
+346
|
+7%
|
|
|
216
|
Titleist Asset Management
San Antonio,
Texas
|
$308K
|
+$83.2K
|
+1,561
|
+39%
|
|
|
217
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$307K
|
+$42.3K
|
+794
|
+17%
|
|
|
218
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$306K
|
–
|
–
|
–
|
|
|
219
|
Basso Capital Management
Stamford,
Connecticut
|
$305K
|
–
|
–
|
–
|
|
|
220
|
Intellectus Partners
San Francisco,
California
|
$305K
|
–
|
–
|
–
|
|
|
221
|
Tectonic Advisors
Frisco,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
222
|
Central Trust Company
Jefferson City,
Missouri
|
$301K
|
-$157K
|
-2,943
|
-35%
|
|
|
223
|
|
$300K
|
+$288K
|
+5,399
|
New
|
|
|
224
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$299K
|
+$63.5K
|
+1,191
|
+28%
|
|
|
225
|
Concurrent Investment Advisors
Tampa,
Florida
|
$297K
|
+$53.9K
|
+1,010
|
+23%
|
|
