|
276
|
Leeward Financial Partners
Bellevue,
Washington
|
$1.14M
|
-$184K
|
-2,410
|
-14%
|
|
|
277
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
278
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.1M
|
+$344K
|
+4,501
|
+44%
|
|
|
279
|
Joel Isaacson & Co
New York
|
$1.09M
|
+$228K
|
+2,975
|
+26%
|
|
|
280
|
Terra Nova Asset Management
New York
|
$1.09M
|
-$50.3K
|
-658
|
-4%
|
|
|
281
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.07M
|
-$45.4K
|
-593
|
-4%
|
|
|
282
|
Ascent Group
Virginia Beach,
Virginia
|
$1.07M
|
+$261K
|
+3,413
|
+31%
|
|
|
283
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.07M
|
+$1.09M
|
+14,310
|
New
|
|
|
284
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.06M
|
+$1.08M
|
+14,178
|
New
|
|
|
285
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.06M
|
+$16.6K
|
+217
|
+2%
|
|
|
286
|
Fort Point Capital Partners
San Francisco,
California
|
$1.04M
|
-$45.4K
|
-594
|
-4%
|
|
|
287
|
Belpointe Asset Management
Reno,
Nevada
|
$1.01M
|
-$1.34M
|
-17,550
|
-56%
|
|
|
288
|
Credit Suisse
Zurich,
Switzerland
|
$1M
|
+$29.1K
|
+380
|
+3%
|
|
|
289
|
Tempus Wealth Planning
Irvine,
California
|
$994K
|
+$31.3K
|
+409
|
+3%
|
|
|
290
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$986K
|
–
|
–
|
–
|
|
|
291
|
Keystone Wealth Services
Palm Desert,
California
|
$973K
|
+$999K
|
+13,061
|
New
|
|
|
292
|
Copperleaf Capital
Raleigh,
North Carolina
|
$970K
|
+$996K
|
+13,025
|
New
|
|
|
293
|
Westwood Wealth Management
Los Angeles,
California
|
$969K
|
+$4.97K
|
+65
|
+0.5%
|
|
|
294
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$968K
|
+$1.91K
|
+25
|
+0.2%
|
|
|
295
|
Kesler Norman & Wride
Ogden,
Utah
|
$964K
|
-$2.36M
|
-30,863
|
-70%
|
|
|
296
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$964K
|
+$990K
|
+12,941
|
New
|
|
|
297
|
Comerica Bank
Dallas,
Texas
|
$963K
|
-$218K
|
-2,850
|
-19%
|
|
|
298
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$959K
|
+$4.74K
|
+62
|
+0.5%
|
|
|
299
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$957K
|
-$24.9K
|
-325
|
-2%
|
|
|
300
|
Sunbelt Securities
Houston,
Texas
|
$955K
|
+$39.2K
|
+513
|
+4%
|
|
