|
401
|
SageView Advisory Group
Newport Beach,
California
|
$290K
|
-$263K
|
-5,849
|
Closed
|
|
|
402
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$289K
|
+$34.6K
|
+770
|
+14%
|
|
|
403
|
AA Financial Advisors
Columbus,
Ohio
|
$289K
|
+$15.4K
|
+343
|
+6%
|
|
|
404
|
Barrett & Company
Providence,
Rhode Island
|
$288K
|
-$585
|
-13
|
-0.2%
|
|
|
405
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$287K
|
+$135
|
+3
|
+0%
|
|
|
406
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$287K
|
-$28.6K
|
-635
|
-9%
|
|
|
407
|
United Advisor Group
Cincinnati,
Ohio
|
$283K
|
+$281K
|
+6,239
|
New
|
|
|
408
|
Modern Wealth Management
Lenexa,
Kansas
|
$279K
|
+$277K
|
+6,154
|
New
|
|
|
409
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
410
|
Clean Yield Group
Norwich,
Vermont
|
$277K
|
-$27K
|
-600
|
-9%
|
|
|
411
|
TrueWealth Advisors
Birmingham,
Alabama
|
$275K
|
+$36.7K
|
+816
|
+16%
|
|
|
412
|
Belpointe Asset Management
Reno,
Nevada
|
$274K
|
+$5.31K
|
+118
|
+2%
|
|
|
413
|
HUB Investment Partners
Austin,
Texas
|
$271K
|
+$14.4K
|
+321
|
+6%
|
|
|
414
|
Trilogy Capital
Irvine,
California
|
$270K
|
-$163K
|
-3,627
|
-38%
|
|
|
415
|
|
$269K
|
+$267K
|
+5,931
|
New
|
|
|
416
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$268K
|
+$20.3K
|
+452
|
+8%
|
|
|
417
|
Spire Wealth Management
Mclean,
Virginia
|
$267K
|
-$1.03M
|
-22,899
|
-80%
|
|
|
418
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$265K
|
-$125K
|
-2,781
|
-32%
|
|
|
419
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$256K
|
+$253K
|
+5,630
|
New
|
|
|
420
|
Pacific Financial Group
Bellevue,
Washington
|
$254K
|
-$1.53K
|
-34
|
-0.6%
|
|
|
421
|
Financial Life Advisors
San Antonio,
Texas
|
$251K
|
-$3.91K
|
-87
|
-2%
|
|
|
422
|
Patten & Patten
Chattanooga,
Tennessee
|
$251K
|
-$7.06K
|
-157
|
-3%
|
|
|
423
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$249K
|
-$126K
|
-2,796
|
-34%
|
|
|
424
|
Guidance Capital
Lousville,
Kentucky
|
$240K
|
+$233K
|
+5,182
|
New
|
|
|
425
|
Corient Private Wealth
Miami,
Florida
|
$236K
|
-$63.8K
|
-1,419
|
-21%
|
|
