|
401
|
Rinkey Investments
San Diego,
California
|
$1.23M
|
+$500K
|
+13,283
|
+71%
|
|
|
402
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.22M
|
–
|
–
|
–
|
|
|
403
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.22M
|
-$390K
|
-10,350
|
-24%
|
|
|
404
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.22M
|
-$14.4K
|
-382
|
-1%
|
|
|
405
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$1.21M
|
–
|
–
|
–
|
|
|
406
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.19M
|
-$95.5K
|
-2,535
|
-8%
|
|
|
407
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.18M
|
–
|
–
|
–
|
|
|
408
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.16M
|
+$1.14M
|
+30,393
|
New
|
|
|
409
|
Bingham Private Wealth
San Francisco,
California
|
$1.15M
|
+$1.13M
|
+29,906
|
New
|
|
|
410
|
Lakewood Asset Management
Naperville,
Illinois
|
$1.13M
|
–
|
–
|
–
|
|
|
411
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.12M
|
-$5.09K
|
-135
|
-0.5%
|
|
|
412
|
Mirabella Financial Services
London,
United Kingdom
|
$1.11M
|
+$1.09M
|
+29,061
|
New
|
|
|
413
|
Meketa Capital
Westwood,
Massachusetts
|
$1.09M
|
+$1.08M
|
+28,587
|
New
|
|
|
414
|
Meketa Investment Group
Westwood,
Massachusetts
|
$1.09M
|
+$1.08M
|
+28,587
|
New
|
|
|
415
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$1.09M
|
-$300K
|
-7,973
|
-22%
|
|
|
416
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.08M
|
-$109K
|
-2,899
|
-9%
|
|
|
417
|
Segment Wealth Management
Houston,
Texas
|
$1.05M
|
–
|
–
|
–
|
|
|
418
|
Waverly Advisors
Birmingham,
Alabama
|
$1.02M
|
+$483K
|
+12,814
|
+93%
|
|
|
419
|
Clearstead Trust
Portland,
Maine
|
$1.01M
|
-$38
|
-1
|
-0%
|
|
|
420
|
Caprock Group
Boise,
Idaho
|
$1M
|
+$290K
|
+7,701
|
+42%
|
|
|
421
|
XTX Topco
George Town,
Cayman Islands
|
$999K
|
+$983K
|
+26,082
|
New
|
|
|
422
|
Lido Advisors
Los Angeles,
California
|
$985K
|
+$35K
|
+929
|
+4%
|
|
|
423
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$955K
|
+$11.1K
|
+295
|
+1%
|
|
|
424
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$955K
|
+$11.1K
|
+295
|
+1%
|
|
|
425
|
Portside Wealth Group
Provo,
Utah
|
$953K
|
-$190K
|
-5,034
|
-17%
|
|
