|
851
|
Frec Markets Inc
San Francisco,
California
|
$212K
|
+$199K
|
+4,529
|
New
|
|
|
852
|
CVA Family Office
Denver,
Colorado
|
$211K
|
+$968
|
+22
|
+0.5%
|
|
|
853
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$210K
|
+$198K
|
+4,497
|
New
|
|
|
854
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$210K
|
-$72.5K
|
-1,647
|
-27%
|
|
|
855
|
XY Planning Network
Bozeman,
Montana
|
$209K
|
+$196K
|
+4,464
|
New
|
|
|
856
|
Triad Wealth Partners
Lawrence,
Kansas
|
$207K
|
+$195K
|
+4,423
|
New
|
|
|
857
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$206K
|
+$194K
|
+4,411
|
New
|
|
|
858
|
CWA Asset Management Group
Naples,
Florida
|
$206K
|
+$194K
|
+4,406
|
New
|
|
|
859
|
Lake Street Private Wealth
Chicago,
Illinois
|
$205K
|
+$193K
|
+4,389
|
New
|
|
|
860
|
SageView Advisory Group
Newport Beach,
California
|
$205K
|
-$482K
|
-10,942
|
-71%
|
|
|
861
|
Great Diamond Partners
Portland,
Maine
|
$204K
|
+$192K
|
+4,354
|
New
|
|
|
862
|
Shelton Capital Management
Denver,
Colorado
|
$201K
|
+$189K
|
+4,290
|
New
|
|
|
863
|
Apella Capital
West Hartford,
Connecticut
|
$200K
|
+$188K
|
+4,273
|
New
|
|
|
864
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$199K
|
+$8.23K
|
+187
|
+5%
|
|
|
865
|
SJS Investment Consulting
Sylvania,
Ohio
|
$194K
|
+$40.1K
|
+911
|
+28%
|
|
|
866
|
Creative Financial Designs
Kokomo,
Indiana
|
$190K
|
–
|
–
|
–
|
|
|
867
|
Ceeto Capital Group
Coral Gables,
Florida
|
$189K
|
–
|
–
|
–
|
|
|
868
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$178K
|
+$54.4K
|
+1,237
|
+48%
|
|
|
869
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$173K
|
+$15.5K
|
+352
|
+11%
|
|
|
870
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$172K
|
+$161K
|
+3,668
|
New
|
|
|
871
|
Penserra Capital Management
Orinda,
California
|
$170K
|
-$616
|
-14
|
-0.4%
|
|
|
872
|
Bravera Wealth
Bismarck,
North Dakota
|
$170K
|
+$160K
|
+3,626
|
New
|
|
|
873
|
Root Financial Partners
Encinitas,
California
|
$170K
|
+$39.2K
|
+891
|
+33%
|
|
|
874
|
1 North Wealth Services
Annapolis,
Maryland
|
$166K
|
–
|
–
|
–
|
|
|
875
|
Optiver Holding
Amsterdam,
Netherlands
|
$164K
|
+$154K
|
+3,508
|
New
|
|
