|
626
|
Brave Warrior Advisors
New York
|
$536K
|
–
|
–
|
–
|
|
|
627
|
Divergent Planning
Bethesda,
Maryland
|
$536K
|
–
|
–
|
–
|
|
|
628
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$533K
|
–
|
–
|
–
|
|
|
629
|
Sendero Wealth Management
San Antonio,
Texas
|
$530K
|
+$504K
|
+3,205
|
New
|
|
|
630
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$526K
|
+$501K
|
+3,183
|
New
|
|
|
631
|
Essex Financial Services
Essex,
Connecticut
|
$525K
|
+$153K
|
+975
|
+44%
|
|
|
632
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$521K
|
+$3.46K
|
+22
|
+0.7%
|
|
|
633
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$520K
|
+$37.1K
|
+236
|
+8%
|
|
|
634
|
Americana Partners
Houston,
Texas
|
$519K
|
-$238K
|
-1,510
|
-32%
|
|
|
635
|
Destiny Wealth Partners
Tavares,
Florida
|
$517K
|
–
|
–
|
–
|
|
|
636
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$512K
|
+$31.5K
|
+200
|
+7%
|
|
|
637
|
Ballentine Partners
Waltham,
Massachusetts
|
$512K
|
+$1.1K
|
+7
|
+0.2%
|
|
|
638
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$511K
|
-$157
|
-1
|
-0%
|
|
|
639
|
Oppenheimer Asset Management
New York
|
$511K
|
+$163K
|
+1,036
|
+50%
|
|
|
640
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$510K
|
–
|
–
|
–
|
|
|
641
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$510K
|
+$249K
|
+1,585
|
+106%
|
|
|
642
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$507K
|
+$14.2K
|
+90
|
+3%
|
|
|
643
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$505K
|
+$481K
|
+3,059
|
New
|
|
|
644
|
Bank of Marin
Novato,
California
|
$504K
|
–
|
–
|
–
|
|
|
645
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$500K
|
+$476K
|
+3,025
|
New
|
|
|
646
|
Symmetry Partners
Glastonbury,
Connecticut
|
$497K
|
-$123K
|
-779
|
-21%
|
|
|
647
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$496K
|
-$157K
|
-1,000
|
-25%
|
|
|
648
|
Glassman Wealth Services
Vienna,
Virginia
|
$496K
|
-$94.2K
|
-599
|
-17%
|
|
|
649
|
Corient Capital Partners
Newport Beach,
California
|
$492K
|
+$54K
|
+343
|
+13%
|
|
|
650
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$492K
|
+$163K
|
+1,036
|
+53%
|
|
