|
876
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.76M
|
+$192K
|
+1,640
|
+13%
|
|
|
877
|
Monte Financial Group
Guilford,
Connecticut
|
$1.76M
|
-$584K
|
-4,980
|
-26%
|
|
|
878
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.76M
|
+$34K
|
+290
|
+2%
|
|
|
879
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.75M
|
+$99.7K
|
+850
|
+6%
|
|
|
880
|
Transatlantique Private Wealth
New York
|
$1.75M
|
-$158K
|
-1,350
|
-9%
|
|
|
881
|
IHT Wealth Management
Chicago,
Illinois
|
$1.74M
|
+$158K
|
+1,350
|
+10%
|
|
|
882
|
Belpointe Asset Management
Reno,
Nevada
|
$1.74M
|
-$366K
|
-3,120
|
-18%
|
|
|
883
|
|
$1.73M
|
+$1.67M
|
+14,240
|
New
|
|
|
884
|
|
$1.72M
|
+$45.7K
|
+390
|
+3%
|
|
|
885
|
Wealthspire Advisors (New York)
New York
|
$1.72M
|
+$1.27M
|
+10,800
|
+325%
|
|
|
886
|
Empirical Wealth Management
Seattle,
Washington
|
$1.71M
|
+$118K
|
+1,010
|
+8%
|
|
|
887
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.7M
|
-$301K
|
-2,570
|
-16%
|
|
|
888
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.7M
|
–
|
–
|
–
|
|
|
889
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.69M
|
+$7.04K
|
+60
|
+0.4%
|
|
|
890
|
World Investment Advisors
Santa Barbara,
California
|
$1.69M
|
+$396K
|
+3,380
|
+32%
|
|
|
891
|
Allen Investment Management
New York
|
$1.68M
|
–
|
–
|
–
|
|
|
892
|
Frec Markets Inc
San Francisco,
California
|
$1.68M
|
+$1.63M
|
+13,860
|
New
|
|
|
893
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.66M
|
-$110K
|
-940
|
-6%
|
|
|
894
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.66M
|
-$15.4M
|
-131,520
|
-91%
|
|
|
895
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.66M
|
+$126K
|
+1,070
|
+9%
|
|
|
896
|
Mission Wealth Management
Santa Barbara,
California
|
$1.65M
|
+$21.1K
|
+180
|
+1%
|
|
|
897
|
PCB Capital
East Brunswick,
New Jersey
|
$1.64M
|
+$1.59M
|
+13,530
|
New
|
|
|
898
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.63M
|
+$92.7K
|
+790
|
+6%
|
|
|
899
|
Karani Asset Management
New York
|
$1.63M
|
-$3.52K
|
-30
|
-0.2%
|
|
|
900
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$1.63M
|
-$29.3K
|
-250
|
-2%
|
|
