|
601
|
Blue Owl Capital Holdings
New York
|
$970K
|
–
|
–
|
–
|
|
|
602
|
Angeles Wealth Management
Santa Monica,
California
|
$964K
|
-$149K
|
-4,778
|
-13%
|
|
|
603
|
Stokes Family Office
New Orleans,
Louisiana
|
$952K
|
+$264K
|
+8,463
|
+38%
|
|
|
604
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$948K
|
+$61.9K
|
+1,986
|
+7%
|
|
|
605
|
Morton Capital Management
Calabasas,
California
|
$948K
|
+$239K
|
+7,679
|
+34%
|
|
|
606
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$946K
|
–
|
–
|
–
|
|
|
607
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$944K
|
-$172K
|
-5,513
|
-15%
|
|
|
608
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$944K
|
+$4.05K
|
+130
|
+0.4%
|
|
|
609
|
Stablepoint Partners
Braintree,
Massachusetts
|
$943K
|
–
|
–
|
–
|
|
|
610
|
Northstar Advisory Group
Northfield,
New Jersey
|
$941K
|
+$945K
|
+30,346
|
New
|
|
|
611
|
Root Financial Partners
Encinitas,
California
|
$941K
|
-$38.9K
|
-1,249
|
-4%
|
|
|
612
|
Monetary Management Group
St Louis,
Missouri
|
$935K
|
–
|
–
|
–
|
|
|
613
|
Smart Money Group
Eastland,
Texas
|
$934K
|
+$36.3K
|
+1,166
|
+4%
|
|
|
614
|
Harrell Investment Partners
Austin,
Texas
|
$933K
|
+$937K
|
+30,071
|
New
|
|
|
615
|
CWA Asset Management Group
Naples,
Florida
|
$930K
|
+$70.3K
|
+2,257
|
+8%
|
|
|
616
|
Atalanta Sosnoff Capital
New York
|
$930K
|
-$312K
|
-10,000
|
-25%
|
|
|
617
|
Advisor OS
Chicago,
Illinois
|
$929K
|
+$93
|
+3
|
+0%
|
|
|
618
|
Welch & Forbes
Boston,
Massachusetts
|
$929K
|
–
|
–
|
–
|
|
|
619
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$924K
|
+$494K
|
+15,842
|
+114%
|
|
|
620
|
Allen Wealth Management
Boone,
North Carolina
|
$924K
|
-$22K
|
-707
|
-2%
|
|
|
621
|
Park Place Capital
Homewood,
Alabama
|
$919K
|
+$913K
|
+29,299
|
+8,772%
|
|
|
622
|
Hilltop National Bank
Casper,
Wyoming
|
$919K
|
+$924K
|
+29,647
|
New
|
|
|
623
|
United Capital Financial Advisors
Irving,
Texas
|
$909K
|
+$295K
|
+9,478
|
+48%
|
|
|
624
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$906K
|
–
|
–
|
–
|
|
|
625
|
AMI Investment Management
Kendallville,
Indiana
|
$898K
|
–
|
–
|
–
|
|
