|
451
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.53M
|
+$223K
|
+5,941
|
+16%
|
|
|
452
|
Liberty Wealth Management
Oakland,
California
|
$1.51M
|
-$435K
|
-11,602
|
-22%
|
|
|
453
|
Global Retirement Partners
San Rafael,
California
|
$1.5M
|
-$74.8K
|
-1,994
|
-5%
|
|
|
454
|
TRUADVICE
Sarasota,
Florida
|
$1.5M
|
+$193K
|
+5,155
|
+14%
|
|
|
455
|
IEQ Capital
Foster City,
California
|
$1.49M
|
+$6.37K
|
+170
|
+0.4%
|
|
|
456
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$1.49M
|
+$7.35K
|
+196
|
+0.5%
|
|
|
457
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.48M
|
-$129K
|
-3,453
|
-8%
|
|
|
458
|
SlateStone Wealth
Jupiter,
Florida
|
$1.48M
|
+$61.1K
|
+1,631
|
+4%
|
|
|
459
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.46M
|
-$77.1K
|
-2,057
|
-5%
|
|
|
460
|
Bank OZK
Little Rock,
Arkansas
|
$1.45M
|
-$60.1K
|
-1,604
|
-4%
|
|
|
461
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.45M
|
+$193K
|
+5,159
|
+15%
|
|
|
462
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.44M
|
+$15.3K
|
+409
|
+1%
|
|
|
463
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.44M
|
+$99.8K
|
+2,663
|
+7%
|
|
|
464
|
SVB Wealth
Boston,
Massachusetts
|
$1.41M
|
-$381K
|
-10,159
|
-21%
|
|
|
465
|
Iconiq Capital
San Francisco,
California
|
$1.39M
|
-$515K
|
-13,743
|
-26%
|
|
|
466
|
Strategy Asset Managers
Pasadena,
California
|
$1.39M
|
+$57.5K
|
+1,533
|
+4%
|
|
|
467
|
Austin Private Wealth
Austin,
Texas
|
$1.38M
|
-$135K
|
-3,588
|
-9%
|
|
|
468
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.38M
|
+$1.42M
|
+37,809
|
New
|
|
|
469
|
Forum Financial Management
Lombard,
Illinois
|
$1.36M
|
+$462K
|
+12,323
|
+49%
|
|
|
470
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.36M
|
-$157K
|
-4,201
|
-10%
|
|
|
471
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.35M
|
-$165K
|
-4,406
|
-11%
|
|
|
472
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.35M
|
-$366K
|
-9,753
|
-21%
|
|
|
473
|
FWL Investment Management
Dallas,
Texas
|
$1.34M
|
+$18.7K
|
+500
|
+1%
|
|
|
474
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.33M
|
-$204K
|
-5,439
|
-13%
|
|
|
475
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.33M
|
–
|
–
|
–
|
|
