|
401
|
ProVise Management Group
Clearwater,
Florida
|
$542K
|
–
|
–
|
–
|
|
|
402
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$538K
|
+$19K
|
+425
|
+4%
|
|
|
403
|
American Portfolios Advisors
Holbrook,
New York
|
$534K
|
-$5.86K
|
-131
|
-1%
|
|
|
404
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$533K
|
+$489K
|
+10,919
|
New
|
|
|
405
|
Belpointe Asset Management
Reno,
Nevada
|
$532K
|
+$5.28K
|
+118
|
+1%
|
|
|
406
|
Diligent Investors
Redlands,
California
|
$524K
|
-$850
|
-19
|
-0.2%
|
|
|
407
|
BP
London,
United Kingdom
|
$522K
|
+$478K
|
+10,680
|
New
|
|
|
408
|
Fiduciary Group
Savannah,
Georgia
|
$521K
|
–
|
–
|
–
|
|
|
409
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$517K
|
-$277K
|
-6,200
|
-37%
|
|
|
410
|
Level Four Advisory Services
Dallas,
Texas
|
$512K
|
-$13.4K
|
-300
|
-3%
|
|
|
411
|
Sage Rhino Capital
Menlo Park,
California
|
$511K
|
–
|
–
|
–
|
|
|
412
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$508K
|
–
|
–
|
–
|
|
|
413
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$502K
|
–
|
–
|
–
|
|
|
414
|
Winton Group
London,
United Kingdom
|
$501K
|
-$14.2K
|
-317
|
-3%
|
|
|
415
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$497K
|
-$44.7K
|
-1,000
|
-9%
|
|
|
416
|
Kestra Private Wealth Services
Austin,
Texas
|
$497K
|
+$850
|
+19
|
+0.2%
|
|
|
417
|
Gilbert & Cook
West Des Moines,
Iowa
|
$497K
|
+$20.1K
|
+450
|
+5%
|
|
|
418
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$497K
|
+$456K
|
+10,180
|
New
|
|
|
419
|
Western Wealth Management
Golden,
Colorado
|
$493K
|
+$7.29K
|
+163
|
+2%
|
|
|
420
|
Yorktown Management & Research Company
Forest,
Virginia
|
$474K
|
–
|
–
|
–
|
|
|
421
|
D.A. Davidson & Co
Great Falls,
Montana
|
$472K
|
+$87.3K
|
+1,951
|
+25%
|
|
|
422
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$471K
|
+$432K
|
+9,649
|
New
|
|
|
423
|
Gotham Asset Management
New York
|
$469K
|
+$146K
|
+3,254
|
+51%
|
|
|
424
|
Capital One Financial
Mclean,
Virginia
|
$468K
|
–
|
–
|
–
|
|
|
425
|
Segment Wealth Management
Houston,
Texas
|
$462K
|
–
|
–
|
–
|
|
