|
451
|
Castle Wealth Management
West Palm Beach,
Florida
|
$329K
|
-$9.35K
|
-200
|
-3%
|
|
|
452
|
SageView Advisory Group
Newport Beach,
California
|
$327K
|
+$294K
|
+6,296
|
New
|
|
|
453
|
Vision Capital Management
Portland,
Oregon
|
$325K
|
+$290K
|
+6,203
|
New
|
|
|
454
|
Verus Financial Partners
Richmond,
Virginia
|
$322K
|
+$94
|
+2
|
+0%
|
|
|
455
|
Private Trust Company
Cleveland,
Ohio
|
$319K
|
+$98K
|
+2,097
|
+52%
|
|
|
456
|
Running Point Capital Advisors
El Segundo,
California
|
$316K
|
+$795
|
+17
|
+0.3%
|
|
|
457
|
GEM Asset Management
Plymouth,
Michigan
|
$316K
|
-$5.05K
|
-108
|
-2%
|
|
|
458
|
Mitchell Capital Management
Leawood,
Kansas
|
$316K
|
–
|
–
|
–
|
|
|
459
|
Independent Financial Group
San Diego,
California
|
$315K
|
+$281K
|
+6,014
|
New
|
|
|
460
|
Citizens Financial Group
Providence,
Rhode Island
|
$308K
|
-$75.5K
|
-1,614
|
-21%
|
|
|
461
|
Well Done LLC
Holland,
Michigan
|
$308K
|
+$275K
|
+5,888
|
New
|
|
|
462
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$307K
|
+$1.03K
|
+22
|
+0.4%
|
|
|
463
|
Harbor Group
Bedford,
New Hampshire
|
$304K
|
+$1.03K
|
+22
|
+0.4%
|
|
|
464
|
Wealthspire Advisors (New York)
New York
|
$303K
|
-$55.8K
|
-1,193
|
-17%
|
|
|
465
|
Founders Financial Securities
Towson,
Maryland
|
$301K
|
–
|
–
|
–
|
|
|
466
|
Collective Family Office
York,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
467
|
IPG Investment Advisors
San Diego,
California
|
$296K
|
–
|
–
|
–
|
|
|
468
|
Clearstead Advisors
Cleveland,
Ohio
|
$293K
|
+$145K
|
+3,106
|
+124%
|
|
|
469
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$290K
|
–
|
–
|
–
|
|
|
470
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$290K
|
+$259K
|
+5,542
|
New
|
|
|
471
|
Yoder Wealth Management
Walnut Creek,
California
|
$290K
|
–
|
–
|
–
|
|
|
472
|
Renaissance Technologies
New York
|
$288K
|
-$463K
|
-9,900
|
-64%
|
|
|
473
|
Tortoise Investment Management
White Plains,
New York
|
$286K
|
-$140K
|
-3,000
|
-35%
|
|
|
474
|
Amarillo National Bank
Amarillo,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
475
|
Helen Stephens Group
Fort Worth,
Texas
|
$285K
|
–
|
–
|
–
|
|
