|
651
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$295K
|
+$267K
|
+1,463
|
New
|
|
|
652
|
Veritable
Wilmington,
Delaware
|
$294K
|
+$6.57K
|
+36
|
+3%
|
|
|
653
|
Personal CFO Solutions
Chester,
New Jersey
|
$293K
|
+$8.4K
|
+46
|
+3%
|
|
|
654
|
WESPAC Advisors
Orinda,
California
|
$291K
|
+$8.04K
|
+44
|
+3%
|
|
|
655
|
Arete Wealth Advisors
Chicago,
Illinois
|
$290K
|
-$32.5K
|
-178
|
-11%
|
|
|
656
|
Teza Capital Management
Chicago,
Illinois
|
$290K
|
+$263K
|
+1,439
|
New
|
|
|
657
|
Geneos Wealth Management
Englewood,
Colorado
|
$288K
|
+$43.6K
|
+239
|
+19%
|
|
|
658
|
Credential Qtrade Securities
Vancouver,
|
$288K
|
+$20.5K
|
+112
|
+8%
|
|
|
659
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$287K
|
-$1.16M
|
-6,362
|
-82%
|
|
|
660
|
Bollard Group
Boston,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
661
|
Mission Wealth Management
Santa Barbara,
California
|
$287K
|
+$260K
|
+1,425
|
New
|
|
|
662
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$286K
|
–
|
–
|
–
|
|
|
663
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$282K
|
–
|
–
|
–
|
|
|
664
|
SteelPeak Wealth
Woodland Hills,
California
|
$282K
|
+$256K
|
+1,400
|
New
|
|
|
665
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$281K
|
+$255K
|
+1,396
|
New
|
|
|
666
|
Fiducient Advisors
Chicago,
Illinois
|
$280K
|
-$11K
|
-60
|
-4%
|
|
|
667
|
Claro Advisors
Boston,
Massachusetts
|
$277K
|
+$16.4K
|
+90
|
+7%
|
|
|
668
|
Newport Wealth Strategies
Irvine,
California
|
$274K
|
+$248K
|
+1,360
|
New
|
|
|
669
|
J.W. Cole Advisors
Tampa,
Florida
|
$273K
|
+$248K
|
+1,357
|
New
|
|
|
670
|
Mirabella Financial Services
London,
United Kingdom
|
$271K
|
+$245K
|
+1,344
|
New
|
|
|
671
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$270K
|
+$245K
|
+1,342
|
New
|
|
|
672
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$268K
|
+$235K
|
+1,287
|
New
|
|
|
673
|
IHT Wealth Management
Chicago,
Illinois
|
$264K
|
+$240K
|
+1,313
|
New
|
|
|
674
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$264K
|
+$240K
|
+1,313
|
New
|
|
|
675
|
Cetera Advisor Networks
El Segundo,
California
|
$262K
|
+$238K
|
+1,301
|
New
|
|
