|
126
|
Lyell Wealth Management
Menlo Park,
California
|
$991K
|
+$237K
|
+2,254
|
+32%
|
|
|
127
|
|
$975K
|
+$21.1K
|
+200
|
+2%
|
|
|
128
|
RDA Financial Network
Akron,
Iowa
|
$964K
|
-$107K
|
-1,020
|
-10%
|
|
|
129
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$958K
|
+$53.7K
|
+510
|
+6%
|
|
|
130
|
Y.D. More Investments
Ramat Gan,
Israel
|
$933K
|
–
|
–
|
–
|
|
|
131
|
Quantum Private Wealth
Tampa,
Florida
|
$929K
|
+$63.6K
|
+604
|
+7%
|
|
|
132
|
Northstar Advisory Group
Northfield,
New Jersey
|
$929K
|
+$912K
|
+8,660
|
New
|
|
|
133
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$918K
|
+$1.05K
|
+10
|
+0.1%
|
|
|
134
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$918K
|
+$622K
|
+5,907
|
+222%
|
|
|
135
|
Wilson & Boucher Capital Management
Moraga,
California
|
$910K
|
-$85.8K
|
-815
|
-9%
|
|
|
136
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$909K
|
+$1.58K
|
+15
|
+0.2%
|
|
|
137
|
CenterStar Asset Management
Chicago,
Illinois
|
$882K
|
+$866K
|
+8,223
|
New
|
|
|
138
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$866K
|
-$40.3K
|
-383
|
-5%
|
|
|
139
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$859K
|
-$21.9K
|
-208
|
-3%
|
|
|
140
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$858K
|
–
|
–
|
–
|
|
|
141
|
Concurrent Investment Advisors
Tampa,
Florida
|
$825K
|
+$154K
|
+1,458
|
+23%
|
|
|
142
|
Kestra Private Wealth Services
Austin,
Texas
|
$818K
|
-$29.6K
|
-281
|
-4%
|
|
|
143
|
|
$804K
|
-$527K
|
-5,000
|
-40%
|
|
|
144
|
Mirabaud & Cie
Geneva,
Switzerland
|
$804K
|
+$790K
|
+7,500
|
New
|
|
|
145
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$753K
|
–
|
–
|
–
|
|
|
146
|
US Bancorp
Minneapolis,
Minnesota
|
$750K
|
+$29.8K
|
+283
|
+4%
|
|
|
147
|
Steward Partners Investment Advisory
New York
|
$734K
|
-$34.6K
|
-329
|
-5%
|
|
|
148
|
Integrated Advisors Network
Dallas,
Texas
|
$725K
|
+$712K
|
+6,757
|
New
|
|
|
149
|
KKM Financial
Chicago,
Illinois
|
$702K
|
-$297K
|
-2,820
|
-30%
|
|
|
150
|
Diversified Trust
Memphis,
Tennessee
|
$697K
|
–
|
–
|
–
|
|
