|
351
|
EPIQ Partners
Minneapolis,
Minnesota
|
$1.25M
|
-$202K
|
-1,815
|
-14%
|
|
|
352
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.24M
|
+$152K
|
+1,370
|
+14%
|
|
|
353
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$1.23M
|
+$237K
|
+2,129
|
+24%
|
|
|
354
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.23M
|
-$15.6K
|
-140
|
-1%
|
|
|
355
|
Capital Planning
Bellevue,
Washington
|
$1.22M
|
+$1.21M
|
+10,886
|
New
|
|
|
356
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.21M
|
+$38.2K
|
+343
|
+3%
|
|
|
357
|
Western Financial Corp
San Diego,
California
|
$1.18M
|
+$34.2K
|
+307
|
+3%
|
|
|
358
|
55I LLC
Boston,
Massachusetts
|
$1.16M
|
+$211K
|
+1,895
|
+22%
|
|
|
359
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.14M
|
+$228K
|
+2,047
|
+25%
|
|
|
360
|
Soltis Investment Advisors
St. George,
Utah
|
$1.13M
|
-$28.8K
|
-259
|
-3%
|
|
|
361
|
Western Wealth Management
Golden,
Colorado
|
$1.13M
|
+$320K
|
+2,873
|
+40%
|
|
|
362
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.12M
|
-$294K
|
-2,645
|
-21%
|
|
|
363
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.12M
|
+$34.9K
|
+314
|
+3%
|
|
|
364
|
WealthSource Partners
San Luis Obispo,
California
|
$1.12M
|
-$106K
|
-956
|
-9%
|
|
|
365
|
Slow Capital
Greenbrae,
California
|
$1.12M
|
+$39.7K
|
+357
|
+4%
|
|
|
366
|
Homrich & Berg
Atlanta,
Georgia
|
$1.11M
|
+$1.1M
|
+9,907
|
New
|
|
|
367
|
Lido Advisors
Los Angeles,
California
|
$1.11M
|
+$107K
|
+962
|
+11%
|
|
|
368
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.1M
|
+$119K
|
+1,068
|
+12%
|
|
|
369
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$1.1M
|
–
|
–
|
–
|
|
|
370
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.1M
|
+$29.9K
|
+269
|
+3%
|
|
|
371
|
Wedbush Securities
Los Angeles,
California
|
$1.09M
|
+$137K
|
+1,234
|
+15%
|
|
|
372
|
CKW Financial Group
Honolulu,
Hawaii
|
$1.09M
|
-$32.4K
|
-291
|
-3%
|
|
|
373
|
Stephens Inc
Little Rock,
Arkansas
|
$1.09M
|
-$8.35K
|
-75
|
-0.8%
|
|
|
374
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.09M
|
-$9.9K
|
-89
|
-0.9%
|
|
|
375
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.08M
|
+$668
|
+6
|
+0.1%
|
|
