|
401
|
Rinkey Investments
San Diego,
California
|
$1.47M
|
–
|
–
|
–
|
|
|
402
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.46M
|
–
|
–
|
–
|
|
|
403
|
Lido Advisors
Los Angeles,
California
|
$1.44M
|
+$295K
|
+6,666
|
+27%
|
|
|
404
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.42M
|
+$37.8K
|
+852
|
+3%
|
|
|
405
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.4M
|
–
|
–
|
–
|
|
|
406
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.4M
|
+$9.3K
|
+210
|
+0.7%
|
|
|
407
|
Summit Trail Advisors
New York
|
$1.39M
|
-$17.5K
|
-395
|
-1%
|
|
|
408
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$1.39M
|
-$51.4K
|
-1,161
|
-4%
|
|
|
409
|
|
$1.37M
|
-$147K
|
-3,315
|
-10%
|
|
|
410
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.35M
|
+$509K
|
+11,492
|
+64%
|
|
|
411
|
Credit Agricole
Montrouge Cedex,
France
|
$1.34M
|
+$1.3M
|
+29,337
|
New
|
|
|
412
|
Vise Technologies
New York
|
$1.34M
|
-$25.6K
|
-577
|
-2%
|
|
|
413
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.33M
|
–
|
–
|
–
|
|
|
414
|
Advisory Services Network
Atlanta,
Georgia
|
$1.33M
|
+$266
|
+6
|
+0%
|
|
|
415
|
KeyBank National Association
Cleveland,
Ohio
|
$1.33M
|
-$117K
|
-2,649
|
-8%
|
|
|
416
|
Kestra Advisory Services
Austin,
Texas
|
$1.3M
|
+$170K
|
+3,835
|
+16%
|
|
|
417
|
Portside Wealth Group
Provo,
Utah
|
$1.28M
|
+$38.5K
|
+870
|
+3%
|
|
|
418
|
Atomi Financial Group
New York
|
$1.28M
|
+$124K
|
+2,796
|
+11%
|
|
|
419
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.27M
|
-$181K
|
-4,095
|
-13%
|
|
|
420
|
NBC Securities
Birmingham,
Alabama
|
$1.26M
|
-$30.7K
|
-693
|
-2%
|
|
|
421
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.25M
|
+$283K
|
+6,398
|
+30%
|
|
|
422
|
Segment Wealth Management
Houston,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
|
423
|
Caprock Group
Boise,
Idaho
|
$1.25M
|
+$1.27M
|
+28,569
|
New
|
|
|
424
|
Clearstead Trust
Portland,
Maine
|
$1.24M
|
–
|
–
|
–
|
|
|
425
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$1.21M
|
-$71.6K
|
-1,615
|
-6%
|
|
