|
476
|
Inlet Private Wealth
Jupiter,
Florida
|
$1.49M
|
+$588K
|
+15,000
|
+73%
|
|
|
477
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.49M
|
+$114K
|
+2,916
|
+9%
|
|
|
478
|
Guidance Capital
Lousville,
Kentucky
|
$1.48M
|
-$533K
|
-13,603
|
-29%
|
|
|
479
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.47M
|
+$9.13K
|
+233
|
+0.7%
|
|
|
480
|
Avantax Advisory Services
Dallas,
Texas
|
$1.46M
|
-$62.8K
|
-1,602
|
-4%
|
|
|
481
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.46M
|
+$1.96K
|
+50
|
+0.1%
|
|
|
482
|
Satovsky Asset Management
New York
|
$1.44M
|
-$3.25K
|
-83
|
-0.2%
|
|
|
483
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.43M
|
-$96.7K
|
-2,468
|
-7%
|
|
|
484
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.42M
|
+$1.33M
|
+33,860
|
New
|
|
|
485
|
Roundview Capital
Princeton,
New Jersey
|
$1.42M
|
-$6.23K
|
-159
|
-0.5%
|
|
|
486
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.41M
|
-$38.7K
|
-988
|
-3%
|
|
|
487
|
Prospera Financial Services
Dallas,
Texas
|
$1.39M
|
-$3.54M
|
-90,231
|
-73%
|
|
|
488
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$1.39M
|
–
|
–
|
–
|
|
|
489
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.38M
|
+$231K
|
+5,881
|
+22%
|
|
|
490
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.37M
|
-$974K
|
-24,840
|
-43%
|
|
|
491
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.37M
|
-$115K
|
-2,946
|
-8%
|
|
|
492
|
FWL Investment Management
Dallas,
Texas
|
$1.36M
|
-$139K
|
-3,550
|
-10%
|
|
|
493
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.36M
|
–
|
–
|
–
|
|
|
494
|
Ballew Advisors
Jackson,
Mississippi
|
$1.35M
|
–
|
–
|
–
|
|
|
495
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.35M
|
–
|
–
|
–
|
|
|
496
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.35M
|
-$7.84K
|
-200
|
-0.6%
|
|
|
497
|
Global Retirement Partners
San Rafael,
California
|
$1.35M
|
-$4K
|
-102
|
-0.3%
|
|
|
498
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.35M
|
+$437K
|
+11,142
|
+53%
|
|
|
499
|
Connective Portfolio Management
New York
|
$1.35M
|
-$1.37M
|
-35,000
|
-52%
|
|
|
500
|
Montis Financial
Waltham,
Massachusetts
|
$1.34M
|
+$296K
|
+7,540
|
+31%
|
|
