|
1226
|
Wealthspire Advisors (New York)
New York
|
$566K
|
-$128K
|
-405
|
-20%
|
|
|
1227
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$566K
|
-$123K
|
-389
|
-19%
|
|
|
1228
|
Equitable Trust
Nashville,
Tennessee
|
$565K
|
+$61.5K
|
+195
|
+13%
|
|
|
1229
|
|
$564K
|
-$92.7K
|
-294
|
-15%
|
|
|
1230
|
Tiemann Investment Advisors
Menlo Park,
California
|
$564K
|
–
|
–
|
–
|
|
|
1231
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$564K
|
-$12.9K
|
-41
|
-2%
|
|
|
1232
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$559K
|
–
|
–
|
–
|
|
|
1233
|
Aureus Asset Management
Boston,
Massachusetts
|
$556K
|
–
|
–
|
–
|
|
|
1234
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$554K
|
+$273K
|
+865
|
+114%
|
|
|
1235
|
Segment Wealth Management
Houston,
Texas
|
$552K
|
–
|
–
|
–
|
|
|
1236
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$551K
|
-$81.9K
|
-260
|
-14%
|
|
|
1237
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$550K
|
+$7.88K
|
+25
|
+2%
|
|
|
1238
|
Curi RMB Capital
Chicago,
Illinois
|
$548K
|
+$35K
|
+111
|
+7%
|
|
|
1239
|
Potentia Wealth
San Jose,
California
|
$548K
|
–
|
–
|
–
|
|
|
1240
|
Summit Asset Management
Memphis,
Tennessee
|
$548K
|
–
|
–
|
–
|
|
|
1241
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$547K
|
-$484K
|
-1,536
|
-49%
|
|
|
1242
|
GSA Capital Partners
London,
United Kingdom
|
$546K
|
-$1.28M
|
-4,074
|
-72%
|
|
|
1243
|
Fiduciary Family Office
Boca Raton,
Florida
|
$546K
|
-$29.6K
|
-94
|
-6%
|
|
|
1244
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$546K
|
–
|
–
|
–
|
|
|
1245
|
XTX Topco
George Town,
Cayman Islands
|
$544K
|
+$503K
|
+1,595
|
New
|
|
|
1246
|
Insight Advisors
Newtown,
Pennsylvania
|
$544K
|
-$5.99K
|
-19
|
-1%
|
|
|
1247
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$543K
|
–
|
–
|
–
|
|
|
1248
|
Claro Advisors
Boston,
Massachusetts
|
$541K
|
+$11K
|
+35
|
+2%
|
|
|
1249
|
Venturi Wealth Management
Austin,
Texas
|
$537K
|
+$185K
|
+588
|
+60%
|
|
|
1250
|
Ballast Inc
Lexington,
Kentucky
|
$537K
|
-$23.6K
|
-75
|
-5%
|
|
