|
451
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$593K
|
+$625K
|
+7,586
|
New
|
|
|
452
|
|
$587K
|
–
|
–
|
–
|
|
|
453
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$583K
|
+$67.2K
|
+815
|
+12%
|
|
|
454
|
Lavaca Capital
Houston,
Texas
|
$577K
|
+$46.8K
|
+568
|
+8%
|
|
|
455
|
|
$576K
|
+$67.1K
|
+814
|
+12%
|
|
|
456
|
Diversify Wealth Management
Sandy,
Utah
|
$569K
|
+$11.6K
|
+141
|
+2%
|
|
|
457
|
Red Tortoise LLC
Atlanta,
Georgia
|
$569K
|
–
|
–
|
–
|
|
|
458
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$562K
|
–
|
–
|
–
|
|
|
459
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$555K
|
+$214K
|
+2,600
|
+58%
|
|
|
460
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$551K
|
-$61.8K
|
-750
|
-10%
|
|
|
461
|
Bay Colony Advisors
Concord,
Massachusetts
|
$550K
|
+$8.16K
|
+99
|
+1%
|
|
|
462
|
Freedom Investment Management
Hartford,
Connecticut
|
$545K
|
-$13.4K
|
-162
|
-2%
|
|
|
463
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$543K
|
+$9.89K
|
+120
|
+2%
|
|
|
464
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$541K
|
+$3.88K
|
+47
|
+0.7%
|
|
|
465
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$540K
|
-$2.06K
|
-25
|
-0.4%
|
|
|
466
|
Hilltop Holdings
Dallas,
Texas
|
$540K
|
-$11.7K
|
-142
|
-2%
|
|
|
467
|
Atomi Financial Group
New York
|
$535K
|
+$66.3K
|
+804
|
+13%
|
|
|
468
|
Round Rock Advisors
Wilton,
Connecticut
|
$532K
|
–
|
–
|
–
|
|
|
469
|
US Bancorp
Minneapolis,
Minnesota
|
$529K
|
+$14.4K
|
+175
|
+3%
|
|
|
470
|
Magnetar Financial
Evanston,
Illinois
|
$523K
|
+$552K
|
+6,693
|
New
|
|
|
471
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$522K
|
+$31.2K
|
+379
|
+6%
|
|
|
472
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$516K
|
+$49.5K
|
+600
|
+10%
|
|
|
473
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$508K
|
–
|
–
|
–
|
|
|
474
|
Spire Wealth Management
Mclean,
Virginia
|
$502K
|
-$15.7K
|
-190
|
-3%
|
|
|
475
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$497K
|
+$524K
|
+6,356
|
New
|
|
