|
101
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$427K
|
-$72.4K
|
-1,480
|
-15%
|
|
|
102
|
Belpointe Asset Management
Reno,
Nevada
|
$419K
|
+$17.1K
|
+350
|
+4%
|
|
|
103
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$419K
|
+$17.1K
|
+350
|
+4%
|
|
|
104
|
Mutual Advisors
Omaha,
Nebraska
|
$414K
|
-$1.24M
|
-25,441
|
-75%
|
|
|
105
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$398K
|
+$36.9K
|
+754
|
+10%
|
|
|
106
|
Gotham Asset Management
New York
|
$390K
|
–
|
–
|
–
|
|
|
107
|
Risk Paradigm Group
Austin,
Texas
|
$384K
|
+$36.9K
|
+754
|
+11%
|
|
|
108
|
Rockefeller Capital Management
New York
|
$383K
|
+$24K
|
+491
|
+7%
|
|
|
109
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$382K
|
+$1.27K
|
+26
|
+0.3%
|
|
|
110
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$378K
|
+$374K
|
+7,659
|
New
|
|
|
111
|
IFG Advisory
Atlanta,
Georgia
|
$377K
|
+$373K
|
+7,633
|
New
|
|
|
112
|
Parallel Advisors
San Francisco,
California
|
$374K
|
+$371K
|
+7,586
|
New
|
|
|
113
|
Focus Partners Wealth
Boston,
Massachusetts
|
$371K
|
-$12.5K
|
-255
|
-3%
|
|
|
114
|
OneAscent Financial Services
Birmingham,
Alabama
|
$369K
|
+$880
|
+18
|
+0.2%
|
|
|
115
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$351K
|
-$623K
|
-12,735
|
-64%
|
|
|
116
|
Wealth Effects
Boston,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
117
|
HighTower Advisors
Chicago,
Illinois
|
$330K
|
+$79.9K
|
+1,634
|
+32%
|
|
|
118
|
Global View Capital Management
Waukesha,
Wisconsin
|
$330K
|
-$42.2K
|
-863
|
-11%
|
|
|
119
|
Core Wealth Partners
Santa Rosa,
California
|
$324K
|
–
|
–
|
–
|
|
|
120
|
Atria Investments
Charlotte,
North Carolina
|
$315K
|
+$313K
|
+6,392
|
New
|
|
|
121
|
XTX Topco
George Town,
Cayman Islands
|
$306K
|
+$303K
|
+6,203
|
New
|
|
|
122
|
MGO One Seven
Beachwood,
Ohio
|
$299K
|
–
|
–
|
–
|
|
|
123
|
Global Retirement Partners
San Rafael,
California
|
$296K
|
+$294K
|
+6,008
|
New
|
|
|
124
|
Axxcess Wealth Management
Carlsbad,
California
|
$296K
|
+$293K
|
+6,000
|
New
|
|
|
125
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$293K
|
+$291K
|
+5,947
|
New
|
|
