|
676
|
Axxcess Wealth Management
Carlsbad,
California
|
$250K
|
+$220K
|
+2,158
|
New
|
|
|
677
|
CX Institutional
Auburn,
Indiana
|
$249K
|
+$219K
|
+2,149
|
New
|
|
|
678
|
Personal CFO Solutions
Chester,
New Jersey
|
$249K
|
+$219K
|
+2,146
|
New
|
|
|
679
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$249K
|
-$46.5K
|
-456
|
-18%
|
|
|
680
|
SteelPeak Wealth
Woodland Hills,
California
|
$247K
|
+$217K
|
+2,125
|
New
|
|
|
681
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$245K
|
+$215K
|
+2,111
|
New
|
|
|
682
|
Schonfeld Strategic Advisors
New York
|
$244K
|
-$41.7M
|
-408,652
|
-99%
|
|
|
683
|
Harvest Fund Management
Beijing,
China
|
$243K
|
+$42.7K
|
+419
|
+24%
|
|
|
684
|
Alpha Family Trust
Los Angeles,
California
|
$242K
|
+$213K
|
+2,085
|
New
|
|
|
685
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$240K
|
–
|
–
|
–
|
|
|
686
|
Patton Fund Management
Dallas,
Texas
|
$239K
|
+$210K
|
+2,057
|
New
|
|
|
687
|
Brown Advisory
Baltimore,
Maryland
|
$239K
|
-$37.3K
|
-366
|
-15%
|
|
|
688
|
|
$238K
|
-$4.49K
|
-44
|
-2%
|
|
|
689
|
Mirabella Financial Services
London,
United Kingdom
|
$236K
|
+$207K
|
+2,031
|
New
|
|
|
690
|
Allworth Financial
Folsom,
California
|
$235K
|
+$1.83K
|
+18
|
+0.9%
|
|
|
691
|
Cheviot Value Management
Beverly Hills,
California
|
$232K
|
+$204K
|
+2,000
|
New
|
|
|
692
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$232K
|
+$204K
|
+2,000
|
New
|
|
|
693
|
Investment Advisory Services
The Woodlands,
Texas
|
$232K
|
+$204K
|
+2,000
|
New
|
|
|
694
|
Wellington Shields Capital Management
New York
|
$232K
|
+$204K
|
+2,000
|
New
|
|
|
695
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$232K
|
+$203K
|
+1,995
|
New
|
|
|
696
|
Belpointe Asset Management
Reno,
Nevada
|
$231K
|
+$13.9K
|
+136
|
+7%
|
|
|
697
|
Smith Anglin Financial
Dallas,
Texas
|
$229K
|
+$201K
|
+1,972
|
New
|
|
|
698
|
Xcel Wealth Management
Holly Hill,
Florida
|
$229K
|
+$201K
|
+1,970
|
New
|
|
|
699
|
Taurus Asset Management
New York
|
$228K
|
+$200K
|
+1,964
|
New
|
|
|
700
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$227K
|
+$200K
|
+1,957
|
New
|
|
