|
526
|
American Investment Services
Great Barrington,
Massachusetts
|
$319K
|
–
|
–
|
–
|
|
|
527
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$316K
|
+$18.3K
|
+570
|
+6%
|
|
|
528
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$314K
|
-$28.9K
|
-900
|
-9%
|
|
|
529
|
Pathstone Family Office
Englewood,
New Jersey
|
$313K
|
+$511K
|
+15,915
|
New
|
|
|
530
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$309K
|
+$307K
|
+9,549
|
New
|
|
|
531
|
Putnam Investments
Boston,
Massachusetts
|
$306K
|
-$12.4K
|
-386
|
-4%
|
|
|
532
|
Catalyst Wealth Management
Atlanta,
Georgia
|
$306K
|
+$303K
|
+9,433
|
New
|
|
|
533
|
Advisor Resource Council
Dallas,
Texas
|
$305K
|
+$45.5K
|
+1,417
|
+18%
|
|
|
534
|
Stiles Financial Services
Edina,
Minnesota
|
$305K
|
+$3.73K
|
+116
|
+1%
|
|
|
535
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$303K
|
+$83.7K
|
+2,604
|
+39%
|
|
|
536
|
|
$288K
|
+$286K
|
+8,890
|
New
|
|
|
537
|
M&G Investment Management
London,
United Kingdom
|
$288K
|
+$289K
|
+8,989
|
New
|
|
|
538
|
Peak Financial Advisors
Denver,
Colorado
|
$287K
|
-$28.6K
|
-889
|
-9%
|
|
|
539
|
180 Wealth Advisors
Federal Way,
Washington
|
$286K
|
-$111K
|
-3,443
|
-29%
|
|
|
540
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$284K
|
–
|
–
|
–
|
|
|
541
|
EHP Funds Inc
Toronto,
Canada
|
$282K
|
+$280K
|
+8,700
|
New
|
|
|
542
|
SteelPeak Wealth
Woodland Hills,
California
|
$281K
|
+$275K
|
+8,557
|
New
|
|
|
543
|
Siemens Fonds Invest
Munich,
Germany
|
$279K
|
-$40.3K
|
-1,255
|
-13%
|
|
|
544
|
EP Wealth Advisors
Torrance,
California
|
$277K
|
+$275K
|
+8,545
|
New
|
|
|
545
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$276K
|
-$44.3K
|
-1,379
|
-14%
|
|
|
546
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$275K
|
+$273K
|
+8,492
|
New
|
|
|
547
|
Private Trust Company
Cleveland,
Ohio
|
$273K
|
+$100K
|
+3,120
|
+59%
|
|
|
548
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$270K
|
-$7.1K
|
-221
|
-3%
|
|
|
549
|
Driehaus Capital Management
Chicago,
Illinois
|
$270K
|
+$267K
|
+8,321
|
New
|
|
|
550
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$268K
|
-$3.53K
|
-110
|
-1%
|
|
