|
526
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$660K
|
–
|
–
|
–
|
|
|
527
|
Wealth Management Partners
Tucson,
Arizona
|
$658K
|
-$4.92K
|
-82
|
-0.7%
|
|
|
528
|
Raymond James Trust
St. Petersburg,
Florida
|
$653K
|
-$12.7K
|
-212
|
-2%
|
|
|
529
|
J.W. Cole Advisors
Tampa,
Florida
|
$648K
|
-$20.7K
|
-346
|
-3%
|
|
|
530
|
Eudaimonia Partners
Winchester,
Tennessee
|
$635K
|
+$269K
|
+4,489
|
+60%
|
|
|
531
|
HBK Investments
Dallas,
Texas
|
$630K
|
+$712K
|
+11,874
|
New
|
|
|
532
|
Fayez Sarofim & Co
Houston,
Texas
|
$624K
|
+$449K
|
+7,492
|
+176%
|
|
|
533
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$622K
|
-$127K
|
-2,115
|
-15%
|
|
|
534
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$620K
|
+$700K
|
+11,676
|
New
|
|
|
535
|
Steward Partners Investment Advisory
New York
|
$619K
|
-$654K
|
-10,909
|
-48%
|
|
|
536
|
Oakwell Private Wealth Management
Austin,
Texas
|
$610K
|
+$26.9K
|
+448
|
+4%
|
|
|
537
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$606K
|
+$163K
|
+2,718
|
+31%
|
|
|
538
|
Summit Global Investments
Bountiful,
Utah
|
$605K
|
-$74.7K
|
-1,247
|
-10%
|
|
|
539
|
Palladium Partners
Norfolk,
Virginia
|
$604K
|
+$85.7K
|
+1,430
|
+14%
|
|
|
540
|
WealthOne
Albany,
New York
|
$602K
|
+$539
|
+9
|
+0.1%
|
|
|
541
|
KeyBank National Association
Cleveland,
Ohio
|
$601K
|
-$883K
|
-14,725
|
-57%
|
|
|
542
|
SVB Wealth
Boston,
Massachusetts
|
$601K
|
+$25.5K
|
+426
|
+4%
|
|
|
543
|
LifeSteps Financial
Claremont,
California
|
$599K
|
+$107K
|
+1,788
|
+19%
|
|
|
544
|
Valeo Financial Advisors
Carmel,
Indiana
|
$596K
|
+$92.1K
|
+1,537
|
+16%
|
|
|
545
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$595K
|
-$1.5K
|
-25
|
-0.2%
|
|
|
546
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$591K
|
+$263K
|
+4,380
|
+65%
|
|
|
547
|
Cresset Asset Management
Chicago,
Illinois
|
$590K
|
+$35.1K
|
+585
|
+6%
|
|
|
548
|
Total Investment Management
Scottsdale,
Arizona
|
$584K
|
+$659K
|
+11,001
|
New
|
|
|
549
|
Successful Portfolios
Clearwater,
Florida
|
$583K
|
+$171K
|
+2,851
|
+35%
|
|
|
550
|
Navalign LLC
Encino,
California
|
$582K
|
-$17.7K
|
-295
|
-3%
|
|
