|
1026
|
SteelPeak Wealth
Woodland Hills,
California
|
$812K
|
+$32.6K
|
+247
|
+4%
|
|
|
1027
|
Braun Stacey Associates
New York
|
$810K
|
+$756K
|
+5,725
|
New
|
|
|
1028
|
Thomas White International
Chicago,
Illinois
|
$803K
|
-$363K
|
-2,750
|
-33%
|
|
|
1029
|
First National Bank of South Miami
South Miami,
Florida
|
$803K
|
+$106K
|
+800
|
+16%
|
|
|
1030
|
Cerity Partners OCIO
New York
|
$788K
|
+$79.1K
|
+599
|
+12%
|
|
|
1031
|
International Assets Investment Management
Orlando,
Florida
|
$788K
|
+$384K
|
+2,903
|
+93%
|
|
|
1032
|
Rational Advisors
Huntington,
New York
|
$778K
|
+$727K
|
+5,500
|
New
|
|
|
1033
|
Tiedemann Advisors
New York
|
$772K
|
-$164K
|
-1,239
|
-19%
|
|
|
1034
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$771K
|
–
|
–
|
–
|
|
|
1035
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$770K
|
-$148K
|
-1,117
|
-17%
|
|
|
1036
|
Westwood Management Corporation
Chicago,
Illinois
|
$764K
|
+$211K
|
+1,600
|
+42%
|
|
|
1037
|
|
$763K
|
+$713K
|
+5,396
|
New
|
|
|
1038
|
Constitution Capital
Shelton,
Connecticut
|
$757K
|
-$119K
|
-900
|
-14%
|
|
|
1039
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$757K
|
+$49K
|
+371
|
+7%
|
|
|
1040
|
Coldstream Capital Management
Bellevue,
Washington
|
$755K
|
-$3.83M
|
-28,972
|
-84%
|
|
|
1041
|
Shelton Capital Management
Denver,
Colorado
|
$752K
|
-$38.1K
|
-288
|
-5%
|
|
|
1042
|
Wealth Alliance
Mellville,
New York
|
$750K
|
-$136K
|
-1,030
|
-16%
|
|
|
1043
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$748K
|
-$14.4K
|
-109
|
-2%
|
|
|
1044
|
Brighton Jones LLC
Seattle,
Washington
|
$748K
|
+$231K
|
+1,745
|
+49%
|
|
|
1045
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$747K
|
–
|
–
|
–
|
|
|
1046
|
Trust Asset Management
Houston,
Texas
|
$746K
|
+$123K
|
+934
|
+22%
|
|
|
1047
|
TownSquare Capital
Provo,
Utah
|
$742K
|
-$1.23M
|
-9,281
|
-64%
|
|
|
1048
|
Ballentine Partners
Waltham,
Massachusetts
|
$739K
|
-$25.8K
|
-195
|
-4%
|
|
|
1049
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$735K
|
–
|
–
|
–
|
|
|
1050
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$734K
|
+$9.91K
|
+75
|
+1%
|
|
