|
676
|
Aprio Wealth Management
Atlanta,
Georgia
|
$468K
|
+$10.9K
|
+79
|
+2%
|
|
|
677
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$465K
|
–
|
–
|
–
|
|
|
678
|
Venturi Wealth Management
Austin,
Texas
|
$463K
|
-$42.7K
|
-310
|
-8%
|
|
|
679
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$458K
|
+$107K
|
+776
|
+30%
|
|
|
680
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$452K
|
-$472K
|
-3,424
|
-51%
|
|
|
681
|
AssetMark Inc
Concord,
California
|
$451K
|
+$14.6K
|
+106
|
+3%
|
|
|
682
|
IFP Advisors
Tampa,
Florida
|
$447K
|
+$20.7K
|
+150
|
+5%
|
|
|
683
|
GAMCO Investors
Greenwich,
Connecticut
|
$442K
|
–
|
–
|
–
|
|
|
684
|
RiverGlades Family Offices
Naples,
Florida
|
$438K
|
+$448K
|
+3,250
|
New
|
|
|
685
|
TownSquare Capital
Provo,
Utah
|
$436K
|
-$14.7K
|
-107
|
-3%
|
|
|
686
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$426K
|
+$59.7K
|
+433
|
+16%
|
|
|
687
|
Farther Finance Advisors
San Francisco,
California
|
$426K
|
-$47.1K
|
-342
|
-10%
|
|
|
688
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$426K
|
-$61.6K
|
-447
|
-12%
|
|
|
689
|
AlphaCore Capital
La Jolla,
California
|
$425K
|
+$435K
|
+3,156
|
New
|
|
|
690
|
Ascent Group
Virginia Beach,
Virginia
|
$419K
|
-$88.4K
|
-642
|
-17%
|
|
|
691
|
SFMG Wealth Advisors
Plano,
Texas
|
$417K
|
+$3.31K
|
+24
|
+0.8%
|
|
|
692
|
|
$417K
|
-$366K
|
-2,654
|
-46%
|
|
|
693
|
Leavell Investment Management
Mobile,
Alabama
|
$414K
|
+$158K
|
+1,150
|
+60%
|
|
|
694
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$413K
|
–
|
–
|
–
|
|
|
695
|
Caitlin John
Brighton,
Michigan
|
$411K
|
+$182K
|
+1,318
|
+76%
|
|
|
696
|
71 West Capital Partners
Boston,
Massachusetts
|
$410K
|
+$145K
|
+1,055
|
+53%
|
|
|
697
|
Inscription Capital
Houston,
Texas
|
$408K
|
+$417K
|
+3,027
|
New
|
|
|
698
|
Evergreen Capital Management
Bellevue,
Washington
|
$406K
|
-$211K
|
-1,529
|
-34%
|
|
|
699
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$405K
|
+$413
|
+3
|
+0.1%
|
|
|
700
|
CMC Financial Group
Atlanta,
Georgia
|
$403K
|
+$413K
|
+2,995
|
New
|
|
