|
501
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$722K
|
-$7.98K
|
-63
|
-1%
|
|
|
502
|
Rockefeller Capital Management
New York
|
$722K
|
-$63.1K
|
-498
|
-8%
|
|
|
503
|
BOK Financial
Tulsa,
Oklahoma
|
$721K
|
-$27.6K
|
-218
|
-4%
|
|
|
504
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$713K
|
-$30.4K
|
-240
|
-4%
|
|
|
505
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$711K
|
-$122K
|
-961
|
-15%
|
|
|
506
|
Bank of Stockton
Stockton,
California
|
$710K
|
-$57.3K
|
-452
|
-8%
|
|
|
507
|
Investment House LLC
Redondo Beach,
California
|
$710K
|
–
|
–
|
–
|
|
|
508
|
JGP Wealth Management
Bend,
Oregon
|
$703K
|
-$11.3K
|
-89
|
-2%
|
|
|
509
|
Sanders Morris Harris
Houston,
Texas
|
$700K
|
+$678K
|
+5,350
|
New
|
|
|
510
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$698K
|
+$89.1K
|
+703
|
+15%
|
|
|
511
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$694K
|
+$678K
|
+5,352
|
New
|
|
|
512
|
Woodstock Corp
Boston,
Massachusetts
|
$691K
|
–
|
–
|
–
|
|
|
513
|
|
$687K
|
+$671K
|
+5,294
|
New
|
|
|
514
|
Veritable
Wilmington,
Delaware
|
$686K
|
+$11.7K
|
+92
|
+2%
|
|
|
515
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$682K
|
-$116K
|
-918
|
-15%
|
|
|
516
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$675K
|
+$317K
|
+2,503
|
+93%
|
|
|
517
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$673K
|
+$15.5K
|
+122
|
+2%
|
|
|
518
|
Resolute Advisors
San Francisco,
California
|
$671K
|
–
|
–
|
–
|
|
|
519
|
Beta Wealth Group
San Diego,
California
|
$661K
|
+$76K
|
+600
|
+13%
|
|
|
520
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$661K
|
+$646K
|
+5,099
|
New
|
|
|
521
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$659K
|
+$371K
|
+2,932
|
+136%
|
|
|
522
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$655K
|
-$46.4K
|
-366
|
-7%
|
|
|
523
|
American Trust
Lexington,
Kentucky
|
$655K
|
+$640K
|
+5,050
|
New
|
|
|
524
|
Baker Avenue Asset Management
San Francisco,
California
|
$648K
|
–
|
–
|
–
|
|
|
525
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$645K
|
+$2.66K
|
+21
|
+0.4%
|
|
