|
851
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$251K
|
-$90.2K
|
-897
|
-26%
|
|
|
852
|
GeoWealth Management
Chicago,
Illinois
|
$250K
|
-$2.51K
|
-25
|
-1%
|
|
|
853
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$250K
|
+$250K
|
+2,491
|
New
|
|
|
854
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$247K
|
-$229K
|
-2,281
|
-48%
|
|
|
855
|
Bessemer Group
Woodbridge,
New Jersey
|
$247K
|
+$247K
|
+2,455
|
New
|
|
|
856
|
Financial Guidance Group
Palm Harbor,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
857
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$247K
|
+$246K
|
+2,449
|
New
|
|
|
858
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$240K
|
+$240K
|
+2,387
|
New
|
|
|
859
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$240K
|
+$240K
|
+2,387
|
New
|
|
|
860
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$239K
|
+$239K
|
+2,372
|
New
|
|
|
861
|
RWA Wealth Partners
Newton,
Massachusetts
|
$237K
|
-$248K
|
-2,471
|
-51%
|
|
|
862
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$234K
|
+$12.1K
|
+120
|
+5%
|
|
|
863
|
Collective Family Office
York,
Pennsylvania
|
$231K
|
+$231K
|
+2,298
|
New
|
|
|
864
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$230K
|
+$230K
|
+2,287
|
New
|
|
|
865
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$229K
|
+$2.41K
|
+24
|
+1%
|
|
|
866
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$227K
|
+$26.1K
|
+260
|
+13%
|
|
|
867
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$225K
|
+$225K
|
+2,238
|
New
|
|
|
868
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$225K
|
-$288K
|
-2,866
|
-56%
|
|
|
869
|
Ridgeline Wealth
Mesa,
Arizona
|
$225K
|
–
|
–
|
–
|
|
|
870
|
Focus Financial Network
Minneapolis,
Minnesota
|
$225K
|
+$225K
|
+2,233
|
New
|
|
|
871
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$224K
|
–
|
–
|
–
|
|
|
872
|
|
$223K
|
-$23.8K
|
-237
|
-10%
|
|
|
873
|
Exeter Financial
Scottsdale,
Arizona
|
$221K
|
–
|
–
|
–
|
|
|
874
|
Triad Wealth Partners
Lawrence,
Kansas
|
$219K
|
+$219K
|
+2,179
|
New
|
|
|
875
|
Brookwood Investment Group
Phoenix,
Arizona
|
$217K
|
-$181K
|
-1,805
|
-46%
|
|
