|
126
|
GeoWealth Management
Chicago,
Illinois
|
$504K
|
-$120K
|
-2,984
|
-19%
|
|
|
127
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$502K
|
+$26.8K
|
+670
|
+6%
|
|
|
128
|
Proficio Capital Partners
Newton,
Massachusetts
|
$484K
|
+$475K
|
+11,860
|
New
|
|
|
129
|
Curtis Advisory Group
Santa Barbara,
California
|
$478K
|
–
|
–
|
–
|
|
|
130
|
|
$473K
|
–
|
–
|
–
|
|
|
131
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$469K
|
-$134K
|
-3,344
|
-23%
|
|
|
132
|
Beacon Pointe Advisors
Newport Beach,
California
|
$468K
|
–
|
–
|
–
|
|
|
133
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$465K
|
-$36K
|
-898
|
-7%
|
|
|
134
|
Manchester Financial
Westlake Village,
California
|
$451K
|
-$51.8K
|
-1,292
|
-10%
|
|
|
135
|
William Blair & Company
Chicago,
Illinois
|
$439K
|
+$36.9K
|
+921
|
+9%
|
|
|
136
|
Semus Wealth Partners
Boca Raton,
Florida
|
$436K
|
-$21.6K
|
-538
|
-5%
|
|
|
137
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$429K
|
-$83.4K
|
-2,081
|
-17%
|
|
|
138
|
Park Avenue Securities
New York
|
$399K
|
+$392K
|
+9,778
|
New
|
|
|
139
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$382K
|
+$110K
|
+2,744
|
+41%
|
|
|
140
|
Salomon & Ludwin
Richmond,
Virginia
|
$378K
|
–
|
–
|
–
|
|
|
141
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$367K
|
-$72.5K
|
-1,809
|
-17%
|
|
|
142
|
Y-Intercept (HK)
Hong Kong
|
$364K
|
+$1.48K
|
+37
|
+0.4%
|
|
|
143
|
Weaver Consulting Group
Huntington Beach,
California
|
$363K
|
-$25.9K
|
-646
|
-7%
|
|
|
144
|
Snowden Capital Advisors
New York
|
$357K
|
+$2K
|
+50
|
+0.6%
|
|
|
145
|
NFP Retirement Inc
Aliso Viejo,
California
|
$344K
|
-$295K
|
-7,364
|
-47%
|
|
|
146
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$343K
|
-$381K
|
-9,500
|
-53%
|
|
|
147
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$341K
|
–
|
–
|
–
|
|
|
148
|
Mattern Wealth Management
Lawrence,
Kansas
|
$317K
|
+$20.7K
|
+516
|
+7%
|
|
|
149
|
Kestra Private Wealth Services
Austin,
Texas
|
$316K
|
+$56.1K
|
+1,399
|
+22%
|
|
|
150
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$312K
|
+$14.4K
|
+359
|
+5%
|
|
