|
401
|
Trivium Point Advisory
Westport,
Connecticut
|
$348K
|
+$340K
|
+6,741
|
New
|
|
|
402
|
Financial Network Wealth Advisors
Murray,
Utah
|
$337K
|
+$16.7K
|
+331
|
+6%
|
|
|
403
|
|
$337K
|
+$227K
|
+4,500
|
+222%
|
|
|
404
|
Global Retirement Partners
San Rafael,
California
|
$331K
|
+$22.7K
|
+451
|
+8%
|
|
|
405
|
Lido Advisors
Los Angeles,
California
|
$330K
|
-$2.99M
|
-59,353
|
-90%
|
|
|
406
|
Private Client Services
Louisville,
Kentucky
|
$327K
|
+$101K
|
+1,999
|
+46%
|
|
|
407
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$325K
|
+$318K
|
+6,300
|
New
|
|
|
408
|
Oxbow Advisors
Austin,
Texas
|
$325K
|
+$318K
|
+6,300
|
New
|
|
|
409
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$324K
|
+$33.9K
|
+673
|
+12%
|
|
|
410
|
Leavell Investment Management
Mobile,
Alabama
|
$322K
|
+$315K
|
+6,247
|
New
|
|
|
411
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$321K
|
+$314K
|
+6,220
|
New
|
|
|
412
|
Avantax Advisory Services
Dallas,
Texas
|
$318K
|
+$41K
|
+813
|
+15%
|
|
|
413
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$316K
|
-$1.13M
|
-22,435
|
-79%
|
|
|
414
|
Integrated Advisors Network
Dallas,
Texas
|
$313K
|
–
|
–
|
–
|
|
|
415
|
IHT Wealth Management
Chicago,
Illinois
|
$313K
|
+$32.6K
|
+647
|
+12%
|
|
|
416
|
SignatureFD
Atlanta,
Georgia
|
$310K
|
–
|
–
|
–
|
|
|
417
|
Sonoma Private Wealth
Sonoma,
California
|
$307K
|
+$301K
|
+5,959
|
New
|
|
|
418
|
IFP Advisors
Tampa,
Florida
|
$304K
|
+$1.01K
|
+20
|
+0.3%
|
|
|
419
|
Prosperity Planning
Kansas City,
Missouri
|
$302K
|
–
|
–
|
–
|
|
|
420
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$302K
|
+$2.02K
|
+40
|
+0.7%
|
|
|
421
|
Advisory Alpha
Holland,
Michigan
|
$302K
|
+$295K
|
+5,846
|
New
|
|
|
422
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$301K
|
+$56.7K
|
+1,125
|
+24%
|
|
|
423
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$299K
|
+$292K
|
+5,792
|
New
|
|
|
424
|
PACK Private Wealth
Wayzata,
Minnesota
|
$297K
|
–
|
–
|
–
|
|
|
425
|
Waterfront Wealth
Overland Park,
Kansas
|
$292K
|
–
|
–
|
–
|
|
