|
601
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$623K
|
+$658K
|
+11,719
|
New
|
|
|
602
|
Prospera Financial Services
Dallas,
Texas
|
$619K
|
-$81.4K
|
-1,450
|
-11%
|
|
|
603
|
Z3 Capital Partners
Richmond,
Virginia
|
$611K
|
-$356K
|
-6,340
|
-36%
|
|
|
604
|
Allworth Financial
Folsom,
California
|
$611K
|
-$245K
|
-4,370
|
-28%
|
|
|
605
|
Ostrum Asset Management
Paris,
France
|
$600K
|
–
|
–
|
–
|
|
|
606
|
EP Wealth Advisors
Torrance,
California
|
$596K
|
+$629K
|
+11,214
|
New
|
|
|
607
|
Arista Wealth Management
Las Vegas,
Nevada
|
$595K
|
+$393K
|
+7,000
|
+167%
|
|
|
608
|
|
$582K
|
+$261K
|
+4,652
|
+74%
|
|
|
609
|
Volterra Technologies
New York
|
$582K
|
+$614K
|
+10,945
|
New
|
|
|
610
|
Balentine LLC
Atlanta,
Georgia
|
$575K
|
+$607K
|
+10,812
|
New
|
|
|
611
|
Veracity Capital
Atlanta,
Georgia
|
$567K
|
+$20K
|
+356
|
+3%
|
|
|
612
|
Fideuram Asset Management (Ireland)
Dublin 1,
|
$567K
|
+$607K
|
+10,819
|
New
|
|
|
613
|
Westfield Capital Management
Boston,
Massachusetts
|
$566K
|
–
|
–
|
–
|
|
|
614
|
Williams Jones Wealth Management
New York
|
$561K
|
+$263K
|
+4,695
|
+80%
|
|
|
615
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$554K
|
+$585K
|
+10,423
|
New
|
|
|
616
|
TCW Group
Los Angeles,
California
|
$554K
|
+$10.2K
|
+182
|
+2%
|
|
|
617
|
Concurrent Investment Advisors
Tampa,
Florida
|
$549K
|
+$78.2K
|
+1,393
|
+16%
|
|
|
618
|
Kestra Private Wealth Services
Austin,
Texas
|
$548K
|
-$690K
|
-12,300
|
-54%
|
|
|
619
|
Atria Investments
Charlotte,
North Carolina
|
$547K
|
-$303K
|
-5,393
|
-34%
|
|
|
620
|
Bollard Group
Boston,
Massachusetts
|
$539K
|
–
|
–
|
–
|
|
|
621
|
3Chopt Investment Partners
Richmond,
Virginia
|
$536K
|
-$2.36K
|
-42
|
-0.4%
|
|
|
622
|
Lewis Asset Management
Lafayette,
California
|
$532K
|
+$393
|
+7
|
+0.1%
|
|
|
623
|
Black Swift Group
Boulder,
Colorado
|
$532K
|
-$112K
|
-2,000
|
-17%
|
|
|
624
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$530K
|
-$102K
|
-1,812
|
-15%
|
|
|
625
|
Avior Wealth Management
Omaha,
Nebraska
|
$529K
|
-$50K
|
-892
|
-8%
|
|
