|
801
|
Heritage Family Offices
Scottsdale,
Arizona
|
$214K
|
+$25.9K
|
+14
|
+14%
|
|
|
802
|
Fayez Sarofim & Co
Houston,
Texas
|
$212K
|
–
|
–
|
–
|
|
|
803
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$212K
|
+$213K
|
+115
|
New
|
|
|
804
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$212K
|
+$7.41K
|
+4
|
+4%
|
|
|
805
|
UMB Bank
Kansas City,
Missouri
|
$210K
|
-$163K
|
-88
|
-44%
|
|
|
806
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$210K
|
+$211K
|
+114
|
New
|
|
|
807
|
Baker Avenue Asset Management
San Francisco,
California
|
$209K
|
+$9.26K
|
+5
|
+5%
|
|
|
808
|
Howard Capital Management
Roswell,
Georgia
|
$208K
|
-$37K
|
-20
|
-15%
|
|
|
809
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$208K
|
-$14.8K
|
-8
|
-7%
|
|
|
810
|
Burling Wealth Partners
Chicago,
Illinois
|
$208K
|
-$3.7K
|
-2
|
-2%
|
|
|
811
|
Wayfinding Financial
Lynnwood,
Washington
|
$208K
|
-$7.41K
|
-4
|
-3%
|
|
|
812
|
GTS Securities
Miami,
Florida
|
$207K
|
-$278K
|
-150
|
-57%
|
|
|
813
|
Bellecapital
Zurich,
Switzerland
|
$207K
|
–
|
–
|
–
|
|
|
814
|
Great Lakes Advisors
Chicago,
Illinois
|
$207K
|
+$11.1K
|
+6
|
+6%
|
|
|
815
|
Citizens Financial Group
Providence,
Rhode Island
|
$207K
|
+$207K
|
+112
|
New
|
|
|
816
|
Aristeia Capital
Greenwich,
Connecticut
|
$205K
|
-$94.4K
|
-51
|
-31%
|
|
|
817
|
Alta Advisers
London,
United Kingdom
|
$205K
|
+$206K
|
+111
|
New
|
|
|
818
|
Venturi Wealth Management
Austin,
Texas
|
$203K
|
+$20.4K
|
+11
|
+11%
|
|
|
819
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$203K
|
+$7.41K
|
+4
|
+4%
|
|
|
820
|
VestGen Advisors
Inverness,
Illinois
|
$203K
|
+$204K
|
+110
|
New
|
|
|
821
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$203K
|
-$29.6K
|
-16
|
-13%
|
|
|
822
|
Lazari Capital Management
Woodland Hills,
California
|
$201K
|
-$27.8K
|
-15
|
-12%
|
|
|
823
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$201K
|
+$11.1K
|
+6
|
+6%
|
|
|
824
|
Creekmur Asset Management
Morton,
Illinois
|
$201K
|
+$202K
|
+109
|
New
|
|
|
825
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$188K
|
+$27.8K
|
+15
|
+17%
|
|
