|
451
|
Alpha Cubed Investments
Irvine,
California
|
$788K
|
+$22.5K
|
+1,434
|
+3%
|
|
|
452
|
TCTC Holdings
Dallas,
Texas
|
$784K
|
–
|
–
|
–
|
|
|
453
|
Moody National Bank Trust Division
Galveston,
Texas
|
$784K
|
–
|
–
|
–
|
|
|
454
|
Independent Wealth Network
Urbandale,
Iowa
|
$781K
|
+$39.4K
|
+2,507
|
+5%
|
|
|
455
|
Samalin Investment Counsel
Chappaqua,
New York
|
$765K
|
+$16.5K
|
+1,048
|
+2%
|
|
|
456
|
KCM Investment Advisors
Greenbrae,
California
|
$762K
|
–
|
–
|
–
|
|
|
457
|
9258 Wealth Management
Blue Ash,
Ohio
|
$760K
|
+$1.57K
|
+100
|
+0.2%
|
|
|
458
|
SEI Investments
Oaks,
Pennsylvania
|
$747K
|
+$316K
|
+20,093
|
+77%
|
|
|
459
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$747K
|
–
|
–
|
–
|
|
|
460
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$747K
|
+$24.8K
|
+1,578
|
+4%
|
|
|
461
|
Advisor OS
Chicago,
Illinois
|
$746K
|
+$16.2K
|
+1,031
|
+2%
|
|
|
462
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$744K
|
-$38.6K
|
-2,454
|
-5%
|
|
|
463
|
Mission Wealth Management
Santa Barbara,
California
|
$739K
|
+$260K
|
+16,521
|
+57%
|
|
|
464
|
Cadence Bank
Tupelo,
Mississippi
|
$736K
|
-$20.8K
|
-1,321
|
-3%
|
|
|
465
|
Lifestyle Asset Management
Friendswood,
Texas
|
$725K
|
-$354K
|
-22,534
|
-34%
|
|
|
466
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$721K
|
-$2.28K
|
-145
|
-0.3%
|
|
|
467
|
Morton Capital Management
Calabasas,
California
|
$720K
|
+$11K
|
+699
|
+2%
|
|
|
468
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$718K
|
-$3.55K
|
-226
|
-0.5%
|
|
|
469
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$716K
|
+$194K
|
+12,313
|
+39%
|
|
|
470
|
Fayez Sarofim & Co
Houston,
Texas
|
$715K
|
–
|
–
|
–
|
|
|
471
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$714K
|
-$13.5K
|
-861
|
-2%
|
|
|
472
|
Essex Financial Services
Essex,
Connecticut
|
$712K
|
+$161K
|
+10,220
|
+30%
|
|
|
473
|
Waterfront Wealth
Overland Park,
Kansas
|
$710K
|
-$8.68K
|
-552
|
-1%
|
|
|
474
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$705K
|
+$2.39K
|
+152
|
+0.4%
|
|
|
475
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$705K
|
+$393
|
+25
|
+0.1%
|
|
