|
451
|
Parallel Advisors
San Francisco,
California
|
$1.53M
|
+$72.2K
|
+1,314
|
+5%
|
|
|
452
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.51M
|
–
|
–
|
–
|
|
|
453
|
Naples Global Advisors
Naples,
Florida
|
$1.5M
|
+$305K
|
+5,553
|
+26%
|
|
|
454
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.5M
|
–
|
–
|
–
|
|
|
455
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.48M
|
+$560K
|
+10,194
|
+61%
|
|
|
456
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.48M
|
+$53.1K
|
+966
|
+4%
|
|
|
457
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.48M
|
+$66.5K
|
+1,209
|
+5%
|
|
|
458
|
BOK Financial
Tulsa,
Oklahoma
|
$1.48M
|
+$428K
|
+7,783
|
+41%
|
|
|
459
|
Venturi Wealth Management
Austin,
Texas
|
$1.47M
|
-$238K
|
-4,335
|
-14%
|
|
|
460
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.47M
|
+$21.4K
|
+389
|
+1%
|
|
|
461
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.47M
|
-$113K
|
-2,057
|
-7%
|
|
|
462
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.45M
|
+$124K
|
+2,250
|
+9%
|
|
|
463
|
M Holdings Securities
Portland,
Oregon
|
$1.43M
|
-$61K
|
-1,109
|
-4%
|
|
|
464
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.41M
|
+$50.3K
|
+915
|
+4%
|
|
|
465
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.4M
|
-$2.06M
|
-37,420
|
-60%
|
|
|
466
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.39M
|
+$156K
|
+2,846
|
+13%
|
|
|
467
|
GW & Wade
Wellesley,
Massachusetts
|
$1.38M
|
+$2.2K
|
+40
|
+0.2%
|
|
|
468
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$1.36M
|
+$410K
|
+7,462
|
+43%
|
|
|
469
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.33M
|
+$1.33M
|
+24,191
|
New
|
|
|
470
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.31M
|
-$357K
|
-6,488
|
-21%
|
|
|
471
|
Belpointe Asset Management
Reno,
Nevada
|
$1.29M
|
+$76.2K
|
+1,386
|
+6%
|
|
|
472
|
Avantax Advisory Services
Dallas,
Texas
|
$1.28M
|
-$2.14M
|
-38,953
|
-63%
|
|
|
473
|
Hilltop Holdings
Dallas,
Texas
|
$1.27M
|
-$1.49M
|
-27,166
|
-54%
|
|
|
474
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1.27M
|
+$98K
|
+1,783
|
+8%
|
|
|
475
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.25M
|
-$20.6K
|
-374
|
-2%
|
|
