|
151
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$803K
|
+$63.1K
|
+628
|
+9%
|
|
|
152
|
Belpointe Asset Management
Reno,
Nevada
|
$792K
|
+$175K
|
+1,742
|
+28%
|
|
|
153
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$788K
|
+$55.2K
|
+550
|
+8%
|
|
|
154
|
Fortitude Family Office
Scottsdale,
Arizona
|
$786K
|
+$783K
|
+7,800
|
New
|
|
|
155
|
Renaissance Technologies
New York
|
$786K
|
+$783K
|
+7,800
|
New
|
|
|
156
|
Transatlantique Private Wealth
New York
|
$786K
|
+$102K
|
+1,014
|
+15%
|
|
|
157
|
RFG Advisory
Birmingham,
Alabama
|
$777K
|
-$7.43K
|
-74
|
-1%
|
|
|
158
|
BCS Wealth Management
Johnson City,
Tennessee
|
$773K
|
+$770K
|
+7,673
|
New
|
|
|
159
|
Ausdal Financial Partners
Davenport,
Iowa
|
$748K
|
+$76.3K
|
+760
|
+11%
|
|
|
160
|
Csenge Advisory Group
Clearwater,
Florida
|
$703K
|
-$81.4K
|
-811
|
-10%
|
|
|
161
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$694K
|
+$65.5K
|
+652
|
+10%
|
|
|
162
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$680K
|
-$94.8K
|
-944
|
-12%
|
|
|
163
|
Polen Capital Management
Boca Raton,
Florida
|
$676K
|
+$674K
|
+6,708
|
New
|
|
|
164
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$656K
|
–
|
–
|
–
|
|
|
165
|
Unique Wealth
Clearwater,
Florida
|
$654K
|
+$1.1K
|
+11
|
+0.2%
|
|
|
166
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$648K
|
+$676K
|
+6,731
|
New
|
|
|
167
|
Corient Private Wealth
Miami,
Florida
|
$642K
|
+$76.8K
|
+765
|
+14%
|
|
|
168
|
Montag & Associates
Atlanta,
Georgia
|
$630K
|
–
|
–
|
–
|
|
|
169
|
Geneos Wealth Management
Englewood,
Colorado
|
$623K
|
+$40.2K
|
+400
|
+7%
|
|
|
170
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$616K
|
+$803
|
+8
|
+0.1%
|
|
|
171
|
Mirador Capital Partners
Pleasanton,
California
|
$592K
|
+$7.03K
|
+70
|
+1%
|
|
|
172
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$580K
|
–
|
–
|
–
|
|
|
173
|
Wedbush Securities
Los Angeles,
California
|
$565K
|
-$347K
|
-3,456
|
-38%
|
|
|
174
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$556K
|
–
|
–
|
–
|
|
|
175
|
NTV Asset Management
Charleston,
West Virginia
|
$547K
|
-$42.2K
|
-420
|
-7%
|
|
