|
401
|
Patron Partners
Houston,
Texas
|
$712K
|
+$714K
|
+5,932
|
New
|
|
|
402
|
Meeder Asset Management
Dublin,
Ohio
|
$710K
|
-$450K
|
-3,740
|
-39%
|
|
|
403
|
Venturi Wealth Management
Austin,
Texas
|
$707K
|
+$454K
|
+3,773
|
+178%
|
|
|
404
|
Argent Advisors
Monroe,
Louisiana
|
$694K
|
-$100K
|
-835
|
-13%
|
|
|
405
|
SimpliFi Inc
San Diego,
California
|
$690K
|
+$22.6K
|
+188
|
+3%
|
|
|
406
|
Peak Asset Management
Louisville,
Colorado
|
$689K
|
+$33.6K
|
+279
|
+5%
|
|
|
407
|
CreativeOne Wealth
Overland Park,
Kansas
|
$688K
|
+$126K
|
+1,051
|
+22%
|
|
|
408
|
SCS Capital Management
Boston,
Massachusetts
|
$674K
|
-$3.83M
|
-31,836
|
-85%
|
|
|
409
|
Austin Private Wealth
Austin,
Texas
|
$674K
|
+$188K
|
+1,565
|
+39%
|
|
|
410
|
Pathstone Family Office
Englewood,
New Jersey
|
$673K
|
+$361
|
+3
|
+0.1%
|
|
|
411
|
Koshinski Asset Management
Decatur,
Illinois
|
$669K
|
+$49.8K
|
+414
|
+8%
|
|
|
412
|
Wolverine Trading
Chicago,
Illinois
|
$656K
|
-$11.4M
|
-94,893
|
-95%
|
|
|
413
|
Allianz Asset Management
Munich,
Germany
|
$653K
|
-$29.2M
|
-242,399
|
-98%
|
|
|
414
|
Icon Wealth Partners
Houston,
Texas
|
$611K
|
+$174K
|
+1,445
|
+40%
|
|
|
415
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$610K
|
–
|
–
|
–
|
|
|
416
|
Snowden Capital Advisors
New York
|
$601K
|
+$89.7K
|
+746
|
+17%
|
|
|
417
|
Bellecapital
Zurich,
Switzerland
|
$600K
|
–
|
–
|
–
|
|
|
418
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$600K
|
+$602K
|
+5,000
|
New
|
|
|
419
|
Next Financial Group
Houston,
Texas
|
$599K
|
-$601K
|
-4,992
|
-50%
|
|
|
420
|
Vivid Financial Management
Orcutt,
California
|
$591K
|
+$145K
|
+1,209
|
+33%
|
|
|
421
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$579K
|
+$581K
|
+4,827
|
New
|
|
|
422
|
Moors & Cabot
Boston,
Massachusetts
|
$576K
|
+$9.74K
|
+81
|
+2%
|
|
|
423
|
SVB Wealth
Boston,
Massachusetts
|
$568K
|
+$136K
|
+1,132
|
+31%
|
|
|
424
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$565K
|
-$200K
|
-1,663
|
-26%
|
|
|
425
|
Horan Securities
Cincinnati,
United States
|
$565K
|
+$145K
|
+1,207
|
+34%
|
|
