|
476
|
Valued Retirements
Houston,
Texas
|
$1.51M
|
+$1.45M
|
+38,648
|
New
|
|
|
477
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.51M
|
–
|
–
|
–
|
|
|
478
|
Iconiq Capital
San Francisco,
California
|
$1.49M
|
–
|
–
|
–
|
|
|
479
|
InterOcean Capital Group
Nashville,
Tennessee
|
$1.49M
|
+$47.7K
|
+1,274
|
+3%
|
|
|
480
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.48M
|
-$161K
|
-4,291
|
-10%
|
|
|
481
|
Oppenheimer & Co
New York
|
$1.48M
|
-$318K
|
-8,511
|
-18%
|
|
|
482
|
Integrated Advisors Network
Dallas,
Texas
|
$1.47M
|
-$1.88M
|
-50,257
|
-57%
|
|
|
483
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.47M
|
+$1.41M
|
+37,717
|
New
|
|
|
484
|
M Holdings Securities
Portland,
Oregon
|
$1.47M
|
-$7.33K
|
-196
|
-0.5%
|
|
|
485
|
Arlington Trust
Birmingham,
Alabama
|
$1.45M
|
+$1.39M
|
+37,023
|
New
|
|
|
486
|
Bank OZK
Little Rock,
Arkansas
|
$1.44M
|
-$108K
|
-2,892
|
-7%
|
|
|
487
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.43M
|
-$1.38M
|
-36,844
|
-50%
|
|
|
488
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.42M
|
+$224K
|
+5,980
|
+20%
|
|
|
489
|
Avantax Advisory Services
Dallas,
Texas
|
$1.42M
|
-$233K
|
-6,218
|
-15%
|
|
|
490
|
FWL Investment Management
Dallas,
Texas
|
$1.41M
|
–
|
–
|
–
|
|
|
491
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.37M
|
-$101K
|
-2,691
|
-7%
|
|
|
492
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.36M
|
+$37.9K
|
+1,012
|
+3%
|
|
|
493
|
Wormser Freres Gestion
Paris,
France
|
$1.36M
|
+$1.32M
|
+35,200
|
New
|
|
|
494
|
Austin Private Wealth
Austin,
Texas
|
$1.35M
|
-$78.7K
|
-2,103
|
-6%
|
|
|
495
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.35M
|
-$189K
|
-5,055
|
-13%
|
|
|
496
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.35M
|
-$39K
|
-1,041
|
-3%
|
|
|
497
|
Satovsky Asset Management
New York
|
$1.34M
|
-$6.21K
|
-166
|
-0.5%
|
|
|
498
|
ETF Store
Overland Park,
Kansas
|
$1.34M
|
+$15.9K
|
+426
|
+1%
|
|
|
499
|
Roundview Capital
Princeton,
New Jersey
|
$1.32M
|
-$8.31K
|
-222
|
-0.6%
|
|
|
500
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.32M
|
-$42.7K
|
-1,142
|
-4%
|
|
