|
626
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$519K
|
+$491K
|
+824
|
New
|
|
|
627
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$514K
|
+$30.4K
|
+51
|
+7%
|
|
|
628
|
CX Institutional
Auburn,
Indiana
|
$511K
|
+$196K
|
+329
|
+68%
|
|
|
629
|
RMR Wealth Builders
Montclair,
New Jersey
|
$511K
|
-$1.69M
|
-2,844
|
-78%
|
|
|
630
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$510K
|
-$17.3K
|
-29
|
-3%
|
|
|
631
|
Personal CFO Solutions
Chester,
New Jersey
|
$509K
|
+$12.5K
|
+21
|
+3%
|
|
|
632
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$509K
|
-$44.7K
|
-75
|
-8%
|
|
|
633
|
Everpar Advisors
Tulsa,
Oklahoma
|
$508K
|
-$8.94K
|
-15
|
-2%
|
|
|
634
|
Choate Investment Advisors
Boston,
Massachusetts
|
$501K
|
–
|
–
|
–
|
|
|
635
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$494K
|
-$98.9K
|
-166
|
-17%
|
|
|
636
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$494K
|
+$2.38K
|
+4
|
+0.5%
|
|
|
637
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$494K
|
+$37.5K
|
+63
|
+9%
|
|
|
638
|
CWA Asset Management Group
Naples,
Florida
|
$487K
|
-$7.15K
|
-12
|
-2%
|
|
|
639
|
Sendero Wealth Management
San Antonio,
Texas
|
$486K
|
-$4.17K
|
-7
|
-0.9%
|
|
|
640
|
|
$483K
|
+$457K
|
+767
|
New
|
|
|
641
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$480K
|
-$48.3K
|
-81
|
-10%
|
|
|
642
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$479K
|
-$4.24M
|
-7,116
|
-90%
|
|
|
643
|
Everence Capital Management
Goshen,
Indiana
|
$479K
|
–
|
–
|
–
|
|
|
644
|
F/M Investments
Washington,
District of Columbia
|
$478K
|
–
|
–
|
–
|
|
|
645
|
|
$476K
|
+$92.4K
|
+155
|
+26%
|
|
|
646
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$470K
|
+$43.5K
|
+73
|
+11%
|
|
|
647
|
Edgestream Partners
Princeton,
New Jersey
|
$462K
|
+$437K
|
+733
|
New
|
|
|
648
|
Vise Technologies
New York
|
$461K
|
+$10.7K
|
+18
|
+3%
|
|
|
649
|
Alteri Wealth
Westlake Village,
California
|
$460K
|
+$4.17K
|
+7
|
+1%
|
|
|
650
|
Vontobel Holding
Zurich,
Switzerland
|
$457K
|
-$96K
|
-161
|
-18%
|
|
