|
326
|
New South Capital Management
Memphis,
Tennessee
|
$485K
|
–
|
–
|
–
|
|
|
327
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$483K
|
–
|
–
|
–
|
|
|
328
|
Madison Wealth Partners
Madison,
Wisconsin
|
$474K
|
–
|
–
|
–
|
|
|
329
|
Creative Financial Designs
Kokomo,
Indiana
|
$473K
|
+$134K
|
+1,233
|
+39%
|
|
|
330
|
Western Wealth Management
Golden,
Colorado
|
$464K
|
+$463K
|
+4,273
|
New
|
|
|
331
|
Camelot Portfolios
Maumee,
Ohio
|
$463K
|
+$462K
|
+4,267
|
New
|
|
|
332
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$454K
|
+$453K
|
+4,186
|
New
|
|
|
333
|
Independent Financial Group
San Diego,
California
|
$446K
|
+$19.5K
|
+180
|
+5%
|
|
|
334
|
Axxcess Wealth Management
Carlsbad,
California
|
$435K
|
+$434K
|
+4,009
|
New
|
|
|
335
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$434K
|
-$442K
|
-4,080
|
-96%
|
|
|
336
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$426K
|
-$2.71K
|
-25
|
-0.6%
|
|
|
337
|
Prentice Wealth Management
Rochester,
New York
|
$425K
|
+$102K
|
+938
|
+32%
|
|
|
338
|
Good Life Advisors
Reading,
Pennsylvania
|
$422K
|
+$421K
|
+3,883
|
New
|
|
|
339
|
Fisher Asset Management
Camas,
Washington
|
$421K
|
+$9.32K
|
+86
|
+2%
|
|
|
340
|
KilterHowling LLC
Boulder,
Colorado
|
$419K
|
+$418K
|
+3,859
|
New
|
|
|
341
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$419K
|
+$418K
|
+3,860
|
New
|
|
|
342
|
Baker Avenue Asset Management
San Francisco,
California
|
$415K
|
+$37.6K
|
+347
|
+10%
|
|
|
343
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$408K
|
+$9.21K
|
+85
|
+2%
|
|
|
344
|
Trexquant Investment
Stamford,
Connecticut
|
$408K
|
+$407K
|
+3,760
|
New
|
|
|
345
|
TD Private Client Wealth
New York
|
$397K
|
+$99.6K
|
+919
|
+34%
|
|
|
346
|
Arax Advisory Partners
Denver,
Colorado
|
$396K
|
+$4.88K
|
+45
|
+1%
|
|
|
347
|
Trivium Point Advisory
Westport,
Connecticut
|
$386K
|
+$5.09K
|
+47
|
+1%
|
|
|
348
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$383K
|
-$6.5K
|
-60
|
-2%
|
|
|
349
|
Peak Financial Management
Wellesley,
Massachusetts
|
$383K
|
+$382K
|
+3,530
|
New
|
|
|
350
|
Wealthspire Advisors (New York)
New York
|
$381K
|
+$19K
|
+175
|
+5%
|
|
