|
101
|
Graypoint LLC
Albany,
New York
|
$327K
|
+$363K
|
+6,780
|
New
|
|
|
102
|
Professional Planning
Thousand Oaks,
California
|
$321K
|
-$2.03K
|
-38
|
-0.6%
|
|
|
103
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$307K
|
-$71.1K
|
-1,330
|
-17%
|
|
|
104
|
Insight Advisors
Newtown,
Pennsylvania
|
$300K
|
+$313K
|
+5,854
|
New
|
|
|
105
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$295K
|
+$328K
|
+6,125
|
New
|
|
|
106
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$290K
|
–
|
–
|
–
|
|
|
107
|
Vontobel Holding
Zurich,
Switzerland
|
$290K
|
+$159K
|
+2,978
|
+98%
|
|
|
108
|
Seven Post Investment Office
San Francisco,
California
|
$289K
|
+$321K
|
+6,000
|
New
|
|
|
109
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$286K
|
-$211K
|
-3,947
|
-40%
|
|
|
110
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$283K
|
+$60.5K
|
+1,131
|
+24%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$282K
|
+$125K
|
+2,344
|
+73%
|
|
|
112
|
PSI Advisors
Tampa,
Florida
|
$276K
|
+$25.2K
|
+471
|
+9%
|
|
|
113
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$275K
|
+$306K
|
+5,719
|
New
|
|
|
114
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$270K
|
+$300K
|
+5,609
|
New
|
|
|
115
|
Titus Wealth Management
Larskpur,
California
|
$263K
|
-$2.14K
|
-40
|
-0.7%
|
|
|
116
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$237K
|
+$256K
|
+4,780
|
New
|
|
|
117
|
Clare Market Investments
Dallas,
Texas
|
$236K
|
+$16K
|
+300
|
+7%
|
|
|
118
|
Geneos Wealth Management
Englewood,
Colorado
|
$230K
|
-$131K
|
-2,450
|
-35%
|
|
|
119
|
Avitas Wealth Management
Los Angeles,
California
|
$229K
|
-$64.9K
|
-1,213
|
-20%
|
|
|
120
|
Oxler Private Wealth
Rye Brook,
New York
|
$228K
|
+$126K
|
+2,359
|
+99%
|
|
|
121
|
Certuity
North Palm Beach,
Florida
|
$221K
|
+$7.11K
|
+133
|
+3%
|
|
|
122
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$217K
|
+$241K
|
+4,500
|
New
|
|
|
123
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$217K
|
+$241K
|
+4,510
|
New
|
|
|
124
|
Strid Group
Newtown Square,
Pennsylvania
|
$216K
|
+$240K
|
+4,484
|
New
|
|
|
125
|
Equitable Holdings
New York
|
$216K
|
+$240K
|
+4,486
|
New
|
|
