|
551
|
Mission Wealth Management
Santa Barbara,
California
|
$1.47M
|
-$152K
|
-1,013
|
-10%
|
|
|
552
|
HUB Investment Partners
Austin,
Texas
|
$1.47M
|
+$71.7K
|
+478
|
+6%
|
|
|
553
|
Carret Asset Management
New York
|
$1.47M
|
-$24.9K
|
-166
|
-2%
|
|
|
554
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.46M
|
+$450
|
+3
|
+0%
|
|
|
555
|
Equitable Holdings
New York
|
$1.46M
|
+$74.7K
|
+498
|
+6%
|
|
|
556
|
Holistic Planning
Nacogdoches,
Texas
|
$1.46M
|
+$315K
|
+2,101
|
+31%
|
|
|
557
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.46M
|
+$6.45K
|
+43
|
+0.5%
|
|
|
558
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$1.45M
|
-$90.8K
|
-606
|
-6%
|
|
|
559
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.45M
|
+$64.8K
|
+432
|
+5%
|
|
|
560
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.44M
|
+$77.3K
|
+516
|
+6%
|
|
|
561
|
Farther Finance Advisors
San Francisco,
California
|
$1.44M
|
+$599K
|
+3,993
|
+85%
|
|
|
562
|
Schonfeld Strategic Advisors
New York
|
$1.44M
|
-$2.12M
|
-14,130
|
-62%
|
|
|
563
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.43M
|
+$34.9K
|
+233
|
+3%
|
|
|
564
|
Prospera Financial Services
Dallas,
Texas
|
$1.42M
|
+$81.2K
|
+542
|
+7%
|
|
|
565
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.41M
|
-$15K
|
-100
|
-1%
|
|
|
566
|
Vontobel Holding
Zurich,
Switzerland
|
$1.41M
|
-$729K
|
-4,865
|
-36%
|
|
|
567
|
|
$1.41M
|
+$7.5K
|
+50
|
+0.6%
|
|
|
568
|
Parallel Advisors
San Francisco,
California
|
$1.41M
|
+$137K
|
+914
|
+12%
|
|
|
569
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.41M
|
+$775K
|
+5,169
|
+157%
|
|
|
570
|
Cary Street Partners
Richmond,
Virginia
|
$1.41M
|
+$102K
|
+683
|
+9%
|
|
|
571
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$1.4M
|
-$4.35K
|
-29
|
-0.3%
|
|
|
572
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.39M
|
+$60.1K
|
+401
|
+5%
|
|
|
573
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.38M
|
+$41.4K
|
+276
|
+3%
|
|
|
574
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.38M
|
-$42.9K
|
-286
|
-3%
|
|
|
575
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.37M
|
-$208K
|
-1,390
|
-14%
|
|
