|
126
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$243K
|
–
|
–
|
–
|
|
|
127
|
Choreo LLC
Rockford,
Illinois
|
$236K
|
–
|
–
|
–
|
|
|
128
|
Verum Partners
Charlotte,
North Carolina
|
$236K
|
+$103
|
+1
|
+0%
|
|
|
129
|
Centurion Wealth Management
Mclean,
Virginia
|
$234K
|
–
|
–
|
–
|
|
|
130
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$234K
|
–
|
–
|
–
|
|
|
131
|
Alamar Capital Management
Santa Barbara,
California
|
$229K
|
–
|
–
|
–
|
|
|
132
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$214K
|
+$216K
|
+2,100
|
New
|
|
|
133
|
Axxcess Wealth Management
Carlsbad,
California
|
$209K
|
–
|
–
|
–
|
|
|
134
|
MAI Capital Management
Independence,
Ohio
|
$196K
|
+$198K
|
+1,929
|
New
|
|
|
135
|
BFSG LLC
Irvine,
California
|
$193K
|
–
|
–
|
–
|
|
|
136
|
Caldwell Sutter Capital
Sausalito,
California
|
$193K
|
–
|
–
|
–
|
|
|
137
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$174K
|
–
|
–
|
–
|
|
|
138
|
Centaurus Financial
Anaheim,
California
|
$165K
|
-$4.94K
|
-48
|
-3%
|
|
|
139
|
Key Financial Inc
West Chester,
Pennsylvania
|
$151K
|
–
|
–
|
–
|
|
|
140
|
Maia Wealth
Denver,
Colorado
|
$141K
|
-$19.5K
|
-190
|
-12%
|
|
|
141
|
|
$140K
|
+$81K
|
+788
|
+133%
|
|
|
142
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$131K
|
-$2.26K
|
-22
|
-2%
|
|
|
143
|
Bristlecone Advisors
Bellevue,
Washington
|
$131K
|
–
|
–
|
–
|
|
|
144
|
Farther Finance Advisors
San Francisco,
California
|
$130K
|
–
|
–
|
–
|
|
|
145
|
Global Retirement Partners
San Rafael,
California
|
$124K
|
-$5.66K
|
-55
|
-4%
|
|
|
146
|
Matthew Hamilton Rosenberg
|
$103K
|
–
|
–
|
–
|
|
|
147
|
|
$103K
|
-$53.5K
|
-520
|
-34%
|
|
|
148
|
Eastern Bank
Boston,
Massachusetts
|
$102K
|
–
|
–
|
–
|
|
|
149
|
GoalVest Advisory
New York
|
$88.1K
|
–
|
–
|
–
|
|
|
150
|
Ridgewood Investments
Springfield,
New Jersey
|
$72.4K
|
–
|
–
|
–
|
|
