|
301
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$489K
|
+$256K
|
+2,797
|
+107%
|
|
|
302
|
SteelPeak Wealth
Woodland Hills,
California
|
$487K
|
+$12.5K
|
+137
|
+3%
|
|
|
303
|
Kelly Financial Services
Braintree,
Massachusetts
|
$483K
|
-$6.69K
|
-73
|
-1%
|
|
|
304
|
Independent Financial Group
San Diego,
California
|
$483K
|
+$5.5K
|
+60
|
+1%
|
|
|
305
|
InTrack Investment Management
South Burlington,
Vermont
|
$463K
|
+$36K
|
+393
|
+8%
|
|
|
306
|
Arete Wealth Advisors
Chicago,
Illinois
|
$453K
|
-$192K
|
-2,094
|
-29%
|
|
|
307
|
Joel Isaacson & Co
New York
|
$452K
|
–
|
–
|
–
|
|
|
308
|
Tiedemann Advisors
New York
|
$441K
|
–
|
–
|
–
|
|
|
309
|
Westside Investment Management
Santa Monica,
California
|
$433K
|
–
|
–
|
–
|
|
|
310
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$428K
|
-$14.8K
|
-162
|
-3%
|
|
|
311
|
Creative Planning
Overland Park,
Kansas
|
$426K
|
-$14.7K
|
-161
|
-3%
|
|
|
312
|
Private Wealth Group
Tampa,
Florida
|
$424K
|
+$429K
|
+4,688
|
New
|
|
|
313
|
Beacon Pointe Advisors
Newport Beach,
California
|
$412K
|
+$11.1K
|
+121
|
+3%
|
|
|
314
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$402K
|
–
|
–
|
–
|
|
|
315
|
William Blair & Company
Chicago,
Illinois
|
$398K
|
+$362K
|
+3,948
|
+872%
|
|
|
316
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$394K
|
+$12.2K
|
+133
|
+3%
|
|
|
317
|
Blue Barn Wealth
Orem,
Utah
|
$394K
|
-$50.5K
|
-551
|
-11%
|
|
|
318
|
AllianceBernstein
Nashville,
Tennessee
|
$393K
|
+$55K
|
+600
|
+16%
|
|
|
319
|
WealthPLAN Partners
Omaha,
Nebraska
|
$390K
|
+$275
|
+3
|
+0.1%
|
|
|
320
|
Financial Advocates Investment Management
Olympia,
Washington
|
$389K
|
+$215K
|
+2,344
|
+67%
|
|
|
321
|
J.W. Cole Advisors
Tampa,
Florida
|
$385K
|
+$7.05K
|
+77
|
+2%
|
|
|
322
|
Arden Trust
Wilmington,
Delaware
|
$384K
|
-$70.5K
|
-770
|
-15%
|
|
|
323
|
|
$377K
|
+$382K
|
+4,172
|
New
|
|
|
324
|
Wilson & Boucher Capital Management
Moraga,
California
|
$375K
|
–
|
–
|
–
|
|
|
325
|
Comerica Securities
Detroit,
Michigan
|
$372K
|
+$4.76K
|
+52
|
+1%
|
|
