|
851
|
Heritage Family Offices
Scottsdale,
Arizona
|
$512K
|
-$626K
|
-1,495
|
-55%
|
|
|
852
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$512K
|
+$516K
|
+1,232
|
New
|
|
|
853
|
GeoWealth Management
Chicago,
Illinois
|
$510K
|
+$41.9K
|
+100
|
+9%
|
|
|
854
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$506K
|
-$27.6K
|
-66
|
-5%
|
|
|
855
|
Lantz Financial
Naperville,
Illinois
|
$505K
|
-$3.77K
|
-9
|
-0.7%
|
|
|
856
|
PFG Advisors
Phoenix,
Arizona
|
$501K
|
-$46.5K
|
-111
|
-8%
|
|
|
857
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$501K
|
-$4.19K
|
-10
|
-0.8%
|
|
|
858
|
Wellington Shields & Co
New York
|
$500K
|
-$8.37K
|
-20
|
-2%
|
|
|
859
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$497K
|
+$2.93K
|
+7
|
+0.6%
|
|
|
860
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$497K
|
+$62.4K
|
+149
|
+14%
|
|
|
861
|
Science & Technology Partners
New York
|
$495K
|
-$2.37M
|
-5,667
|
-83%
|
|
|
862
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$493K
|
–
|
–
|
–
|
|
|
863
|
Intrua Financial
Houston,
Texas
|
$493K
|
+$496K
|
+1,186
|
New
|
|
|
864
|
Northeast Investment Management
Boston,
Massachusetts
|
$492K
|
–
|
–
|
–
|
|
|
865
|
Waterloo Capital
Austin,
Texas
|
$491K
|
+$25.5K
|
+61
|
+5%
|
|
|
866
|
Index Technologies Group
New York
|
$487K
|
+$59K
|
+141
|
+14%
|
|
|
867
|
Wealthspire Advisors (New York)
New York
|
$487K
|
+$163K
|
+390
|
+50%
|
|
|
868
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$486K
|
+$490K
|
+1,171
|
New
|
|
|
869
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$485K
|
-$13.8K
|
-33
|
-3%
|
|
|
870
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$484K
|
-$377K
|
-900
|
-44%
|
|
|
871
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$484K
|
+$256K
|
+611
|
+110%
|
|
|
872
|
Qtron Investments
Boston,
Massachusetts
|
$482K
|
-$698K
|
-1,668
|
-59%
|
|
|
873
|
Blue Trust Inc
Alpharetta,
Georgia
|
$481K
|
-$152K
|
-364
|
-24%
|
|
|
874
|
Valmark Advisers
Akron,
Ohio
|
$480K
|
-$17.6K
|
-42
|
-4%
|
|
|
875
|
Omnia Family Wealth
Aventura,
Florida
|
$477K
|
-$3.35K
|
-8
|
-0.7%
|
|
