|
976
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$345K
|
–
|
–
|
–
|
|
|
977
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$342K
|
–
|
–
|
–
|
|
|
978
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$338K
|
-$18.4K
|
-5
|
-5%
|
|
|
979
|
Iconiq Capital
San Francisco,
California
|
$338K
|
+$33.2K
|
+9
|
+11%
|
|
|
980
|
UMB Bank
Kansas City,
Missouri
|
$338K
|
+$51.6K
|
+14
|
+18%
|
|
|
981
|
Fire Capital Management
San Francisco,
California
|
$334K
|
–
|
–
|
–
|
|
|
982
|
First Western Trust Bank
Denver,
Colorado
|
$334K
|
–
|
–
|
–
|
|
|
983
|
Journey Strategic Wealth
Summit,
New Jersey
|
$334K
|
+$332K
|
+90
|
New
|
|
|
984
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$334K
|
–
|
–
|
–
|
|
|
985
|
Plancorp LLC
Saint Louis,
Missouri
|
$330K
|
-$225K
|
-61
|
-41%
|
|
|
986
|
Whalerock Point Partners
Providence,
Rhode Island
|
$330K
|
–
|
–
|
–
|
|
|
987
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$330K
|
+$144K
|
+39
|
+78%
|
|
|
988
|
LongView Wealth Management
Atlanta,
Georgia
|
$327K
|
–
|
–
|
–
|
|
|
989
|
Capstone Investment Advisors
New York
|
$327K
|
+$324K
|
+88
|
New
|
|
|
990
|
|
$324K
|
–
|
–
|
–
|
|
|
991
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$324K
|
+$29.5K
|
+8
|
+10%
|
|
|
992
|
Maridea Wealth Management
Brooklyn,
New York
|
$323K
|
+$321K
|
+87
|
New
|
|
|
993
|
McLean Asset Management
Tysons,
Virginia
|
$320K
|
+$11.1K
|
+3
|
+4%
|
|
|
994
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$319K
|
+$114K
|
+31
|
+56%
|
|
|
995
|
Conning Inc
Hartford,
Connecticut
|
$316K
|
-$3.69K
|
-1
|
-1%
|
|
|
996
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$316K
|
–
|
–
|
–
|
|
|
997
|
Institute for Wealth Management
Denver,
Colorado
|
$314K
|
–
|
–
|
–
|
|
|
998
|
Valeo Financial Advisors
Carmel,
Indiana
|
$312K
|
+$55.3K
|
+15
|
+22%
|
|
|
999
|
WD Rutherford
Portland,
Oregon
|
$312K
|
-$14.7K
|
-4
|
-5%
|
|
|
1000
|
One Wealth Advisors
San Francisco,
California
|
$312K
|
-$11.1K
|
-3
|
-3%
|
|
