|
101
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$413K
|
-$727K
|
-25,200
|
-64%
|
|
|
102
|
XTX Topco
George Town,
Cayman Islands
|
$406K
|
+$404K
|
+14,000
|
New
|
|
|
103
|
Rice Partnership
Honolulu,
Hawaii
|
$388K
|
–
|
–
|
–
|
|
|
104
|
Breakwater Investment Management
Seattle,
Washington
|
$379K
|
+$21.4K
|
+743
|
+6%
|
|
|
105
|
Rockefeller Capital Management
New York
|
$377K
|
-$6.78K
|
-235
|
-2%
|
|
|
106
|
Private Trust Company
Cleveland,
Ohio
|
$358K
|
-$38.7K
|
-1,342
|
-10%
|
|
|
107
|
Principal Securities
Des Moines,
Iowa
|
$299K
|
–
|
–
|
–
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$297K
|
+$4.82K
|
+167
|
+2%
|
|
|
109
|
Parallel Advisors
San Francisco,
California
|
$287K
|
-$207K
|
-7,171
|
-42%
|
|
|
110
|
Aire Advisors
Beverly Hills,
California
|
$285K
|
-$34.9K
|
-1,210
|
-11%
|
|
|
111
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$277K
|
+$275K
|
+9,537
|
New
|
|
|
112
|
Caldwell Trust
Venice,
Florida
|
$270K
|
–
|
–
|
–
|
|
|
113
|
Next Level Wealth Planning
Meridian,
Idaho
|
$262K
|
+$260K
|
+9,029
|
New
|
|
|
114
|
Fairview Capital Investment Management
Greenbrae,
California
|
$256K
|
–
|
–
|
–
|
|
|
115
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$245K
|
-$1.12M
|
-38,860
|
-82%
|
|
|
116
|
Perennial Investment Advisors
Los Angeles,
California
|
$243K
|
-$31.5K
|
-1,094
|
-12%
|
|
|
117
|
Arlington Financial Advisors
Santa Barbara,
California
|
$240K
|
–
|
–
|
–
|
|
|
118
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$234K
|
+$10.1K
|
+350
|
+5%
|
|
|
119
|
Miracle Mile Advisors
Los Angeles,
California
|
$230K
|
+$228K
|
+7,911
|
New
|
|
|
120
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$227K
|
+$226K
|
+7,836
|
New
|
|
|
121
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$220K
|
+$2.88K
|
+100
|
+1%
|
|
|
122
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$213K
|
-$77.8K
|
-2,698
|
-27%
|
|
|
123
|
UBS Group
Zurich,
Switzerland
|
$203K
|
+$23.3K
|
+807
|
+13%
|
|
|
124
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$163K
|
+$92.1K
|
+3,196
|
+132%
|
|
|
125
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$159K
|
+$158K
|
+5,483
|
New
|
|
