|
626
|
IHT Wealth Management
Chicago,
Illinois
|
$815K
|
-$366K
|
-3,487
|
-31%
|
|
|
627
|
Gradient Capital Advisors
San Diego,
California
|
$810K
|
-$27.6K
|
-263
|
-3%
|
|
|
628
|
People's United Financial
Bridgeport,
Connecticut
|
$808K
|
+$122K
|
+1,165
|
+18%
|
|
|
629
|
Texas Capital Bancshares
Dallas,
Texas
|
$805K
|
-$192K
|
-1,832
|
-20%
|
|
|
630
|
Alpha Quant Advisors
Irving,
Texas
|
$801K
|
+$789K
|
+7,523
|
New
|
|
|
631
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$800K
|
+$788K
|
+7,515
|
New
|
|
|
632
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$795K
|
-$244K
|
-2,327
|
-24%
|
|
|
633
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$794K
|
-$27K
|
-257
|
-3%
|
|
|
634
|
Empirical Wealth Management
Seattle,
Washington
|
$783K
|
+$99K
|
+944
|
+15%
|
|
|
635
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$781K
|
+$371K
|
+3,541
|
+93%
|
|
|
636
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$780K
|
+$40.3K
|
+384
|
+6%
|
|
|
637
|
Intelligence Driven Advisers
Carlsbad,
California
|
$773K
|
+$762K
|
+7,262
|
New
|
|
|
638
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$770K
|
–
|
–
|
–
|
|
|
639
|
Tompkins Financial
Ithaca,
New York
|
$761K
|
–
|
–
|
–
|
|
|
640
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$758K
|
-$49.8K
|
-475
|
-6%
|
|
|
641
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$746K
|
-$33.3K
|
-317
|
-4%
|
|
|
642
|
|
$744K
|
-$210M
|
-1,999,616
|
-100%
|
|
|
643
|
Belpointe Asset Management
Reno,
Nevada
|
$744K
|
-$450K
|
-4,289
|
-38%
|
|
|
644
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$734K
|
+$143K
|
+1,368
|
+25%
|
|
|
645
|
New Capital Management
Houston,
Texas
|
$728K
|
-$30K
|
-286
|
-4%
|
|
|
646
|
LifePlan Financial Group
Dayton,
Ohio
|
$723K
|
-$144K
|
-1,371
|
-17%
|
|
|
647
|
Stockman Wealth Management
Billings,
Montana
|
$721K
|
-$5.87K
|
-56
|
-0.8%
|
|
|
648
|
Evercore Wealth Management
New York
|
$718K
|
-$264K
|
-2,520
|
-27%
|
|
|
649
|
Avalon Investment & Advisory
Houston,
Texas
|
$716K
|
+$3.67K
|
+35
|
+0.5%
|
|
|
650
|
Nottingham Advisors
Amherst,
New York
|
$715K
|
–
|
–
|
–
|
|
