|
501
|
MGO One Seven
Beachwood,
Ohio
|
$444K
|
+$404K
|
+3,446
|
New
|
|
|
502
|
Ballentine Partners
Waltham,
Massachusetts
|
$439K
|
+$7.61K
|
+65
|
+2%
|
|
|
503
|
Checchi Capital Advisers
Beverly Hills,
California
|
$439K
|
-$1.52K
|
-13
|
-0.4%
|
|
|
504
|
Quantum Financial Advisors
El Segundo,
California
|
$428K
|
–
|
–
|
–
|
|
|
505
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$423K
|
+$384K
|
+3,282
|
New
|
|
|
506
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$422K
|
–
|
–
|
–
|
|
|
507
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$420K
|
–
|
–
|
–
|
|
|
508
|
Vernal Point Advisors
San Francisco,
California
|
$413K
|
–
|
–
|
–
|
|
|
509
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$411K
|
+$374K
|
+3,190
|
New
|
|
|
510
|
Tidal Investments
Milwaukee,
Wisconsin
|
$410K
|
-$812K
|
-6,933
|
-69%
|
|
|
511
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$407K
|
+$8.08K
|
+69
|
+2%
|
|
|
512
|
Kestra Private Wealth Services
Austin,
Texas
|
$400K
|
+$3.51K
|
+30
|
+1%
|
|
|
513
|
Lee Financial
Dallas,
Texas
|
$400K
|
–
|
–
|
–
|
|
|
514
|
Wealthspan Partners
Davenport,
Iowa
|
$399K
|
–
|
–
|
–
|
|
|
515
|
Catalina Capital Group
Torrance,
California
|
$392K
|
+$11.6K
|
+99
|
+3%
|
|
|
516
|
SFMG Wealth Advisors
Plano,
Texas
|
$390K
|
–
|
–
|
–
|
|
|
517
|
Cornerstone Capital
Palo Alto,
California
|
$389K
|
–
|
–
|
–
|
|
|
518
|
Well Done LLC
Holland,
Michigan
|
$387K
|
+$1.17K
|
+10
|
+0.3%
|
|
|
519
|
Advisory Alpha
Holland,
Michigan
|
$380K
|
+$26.7K
|
+228
|
+8%
|
|
|
520
|
Next Level Private
Harrison,
New York
|
$379K
|
–
|
–
|
–
|
|
|
521
|
Fulcrum Equity Management
Plano,
Texas
|
$377K
|
+$343K
|
+2,927
|
New
|
|
|
522
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$375K
|
–
|
–
|
–
|
|
|
523
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$374K
|
-$8.2K
|
-70
|
-2%
|
|
|
524
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$372K
|
-$15K
|
-128
|
-4%
|
|
|
525
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$369K
|
+$336K
|
+2,871
|
New
|
|
