|
101
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$385K
|
–
|
–
|
–
|
|
|
102
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$383K
|
+$11.6K
|
+1,500
|
+3%
|
|
|
103
|
|
$379K
|
+$367K
|
+47,315
|
New
|
|
|
104
|
Carson Advisory
Athens,
Georgia
|
$368K
|
-$31K
|
-4,000
|
-8%
|
|
|
105
|
Operose Advisors
Milwaukee,
Wisconsin
|
$357K
|
–
|
–
|
–
|
|
|
106
|
Investmark Advisory Group
Shelton,
Connecticut
|
$350K
|
+$1.21K
|
+156
|
+0.4%
|
|
|
107
|
Avantax Advisory Services
Dallas,
Texas
|
$350K
|
-$6.39K
|
-824
|
-2%
|
|
|
108
|
NWF Advisory Services
Los Angeles,
California
|
$350K
|
-$1.28K
|
-165
|
-0.4%
|
|
|
109
|
XTX Topco
George Town,
Cayman Islands
|
$341K
|
+$330K
|
+42,539
|
New
|
|
|
110
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$341K
|
+$194K
|
+25,000
|
+143%
|
|
|
111
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$337K
|
-$31.6K
|
-4,074
|
-9%
|
|
|
112
|
Kestra Private Wealth Services
Austin,
Texas
|
$304K
|
-$113K
|
-14,543
|
-28%
|
|
|
113
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$304K
|
+$196K
|
+25,253
|
+201%
|
|
|
114
|
Curi RMB Capital
Chicago,
Illinois
|
$297K
|
+$318
|
+41
|
+0.1%
|
|
|
115
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$297K
|
+$287K
|
+36,995
|
New
|
|
|
116
|
HUB Investment Partners
Austin,
Texas
|
$295K
|
-$32K
|
-4,123
|
-10%
|
|
|
117
|
Oppenheimer & Co
New York
|
$292K
|
-$23.9K
|
-3,080
|
-8%
|
|
|
118
|
IFG Advisory
Atlanta,
Georgia
|
$281K
|
-$43.8K
|
-5,643
|
-14%
|
|
|
119
|
Choreo LLC
Rockford,
Illinois
|
$278K
|
-$155
|
-20
|
-0.1%
|
|
|
120
|
Concurrent Investment Advisors
Tampa,
Florida
|
$277K
|
+$15K
|
+1,941
|
+6%
|
|
|
121
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$262K
|
-$5.05K
|
-651
|
-2%
|
|
|
122
|
Uptown Financial Advisors
Dallas,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
123
|
Private Trust Company
Cleveland,
Ohio
|
$250K
|
+$14.4K
|
+1,861
|
+6%
|
|
|
124
|
Mercer Global Advisors
Denver,
Colorado
|
$248K
|
-$53K
|
-6,833
|
-18%
|
|
|
125
|
Bank of New York Mellon
New York
|
$237K
|
-$612
|
-79
|
-0.3%
|
|
