|
476
|
One Wealth Advisors
San Francisco,
California
|
$992K
|
+$157K
|
+4,238
|
+18%
|
|
|
477
|
Metis Global Partners
San Diego,
California
|
$988K
|
+$255K
|
+6,892
|
+34%
|
|
|
478
|
TIAA FSB
Jacksonville,
Florida
|
$982K
|
-$11.6K
|
-313
|
-1%
|
|
|
479
|
Williams Jones Wealth Management
New York
|
$974K
|
+$991K
|
+26,833
|
New
|
|
|
480
|
|
$971K
|
-$142K
|
-3,855
|
-13%
|
|
|
481
|
GAMCO Investors
Greenwich,
Connecticut
|
$966K
|
-$12K
|
-325
|
-1%
|
|
|
482
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$962K
|
-$25.8K
|
-698
|
-3%
|
|
|
483
|
Cohen Klingenstein
New York
|
$951K
|
–
|
–
|
–
|
|
|
484
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$940K
|
-$352K
|
-9,520
|
-27%
|
|
|
485
|
Avidian Wealth Enterprises
Houston,
Texas
|
$940K
|
+$35.4K
|
+958
|
+4%
|
|
|
486
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$940K
|
+$416K
|
+11,265
|
+77%
|
|
|
487
|
Caprock Group
Boise,
Idaho
|
$937K
|
+$430K
|
+11,636
|
+83%
|
|
|
488
|
Signet Financial Management
Parsippany,
New Jersey
|
$933K
|
-$18.2K
|
-493
|
-2%
|
|
|
489
|
Grassi Investment Management
Santa Clara,
California
|
$929K
|
–
|
–
|
–
|
|
|
490
|
Symmetry Partners
Glastonbury,
Connecticut
|
$926K
|
–
|
–
|
–
|
|
|
491
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$925K
|
+$57.4K
|
+1,555
|
+6%
|
|
|
492
|
Lazard Asset Management
New York
|
$923K
|
+$197K
|
+5,337
|
+27%
|
|
|
493
|
Atria Wealth Solutions
New York
|
$923K
|
+$936K
|
+25,357
|
New
|
|
|
494
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$922K
|
-$356K
|
-9,652
|
-28%
|
|
|
495
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$919K
|
+$461K
|
+12,482
|
+97%
|
|
|
496
|
Teewinot Capital Advisers
New York
|
$918K
|
–
|
–
|
–
|
|
|
497
|
Leonteq Securities AG
Zurich,
Switzerland
|
$915K
|
+$386K
|
+10,453
|
+71%
|
|
|
498
|
Regent Investment Management
Louisville,
Kentucky
|
$910K
|
-$56.5K
|
-1,530
|
-6%
|
|
|
499
|
Freedom Investment Management
Hartford,
Connecticut
|
$909K
|
-$1.1M
|
-29,869
|
-54%
|
|
|
500
|
|
$897K
|
+$266K
|
+7,190
|
+41%
|
|
