|
551
|
WFA of San Diego
San Diego,
California
|
$700K
|
-$98.1K
|
-1,607
|
-12%
|
|
|
552
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$696K
|
+$15K
|
+246
|
+2%
|
|
|
553
|
Portside Wealth Group
Provo,
Utah
|
$695K
|
+$709K
|
+11,625
|
New
|
|
|
554
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$694K
|
+$40.7K
|
+667
|
+6%
|
|
|
555
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$689K
|
+$22.8K
|
+373
|
+3%
|
|
|
556
|
|
$683K
|
+$296K
|
+4,851
|
+74%
|
|
|
557
|
Coldstream Capital Management
Bellevue,
Washington
|
$678K
|
+$165K
|
+2,696
|
+31%
|
|
|
558
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$673K
|
-$3.42K
|
-56
|
-0.5%
|
|
|
559
|
William Allan Corp
Fort Collins,
Colorado
|
$668K
|
–
|
–
|
–
|
|
|
560
|
Adams Wealth Management
Logan,
Utah
|
$666K
|
+$28.6K
|
+469
|
+4%
|
|
|
561
|
Jump Financial
Chicago,
Illinois
|
$660K
|
-$6.15M
|
-100,728
|
-90%
|
|
|
562
|
Spire Wealth Management
Mclean,
Virginia
|
$660K
|
+$21.7K
|
+355
|
+3%
|
|
|
563
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$659K
|
-$62.7K
|
-1,028
|
-9%
|
|
|
564
|
West Paces Advisors
Atlanta,
Georgia
|
$658K
|
-$4.27K
|
-70
|
-0.6%
|
|
|
565
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$651K
|
-$48.5K
|
-794
|
-7%
|
|
|
566
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$646K
|
-$45.8K
|
-750
|
-6%
|
|
|
567
|
Evergreen Capital Management
Bellevue,
Washington
|
$644K
|
+$89.2K
|
+1,462
|
+16%
|
|
|
568
|
Archford Capital Strategies
Swansea,
Illinois
|
$644K
|
-$14.7K
|
-241
|
-2%
|
|
|
569
|
Kestra Advisory Services
Austin,
Texas
|
$641K
|
+$651K
|
+10,669
|
New
|
|
|
570
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$640K
|
+$205K
|
+3,364
|
+46%
|
|
|
571
|
Nebula Research & Development
New York
|
$636K
|
+$649K
|
+10,637
|
New
|
|
|
572
|
Southland Equity Partners
Wildwood,
Missouri
|
$635K
|
+$135K
|
+2,217
|
+26%
|
|
|
573
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$633K
|
+$316K
|
+5,176
|
+94%
|
|
|
574
|
CTC Alternative Strategies
Chicago,
Illinois
|
$631K
|
+$644K
|
+10,555
|
New
|
|
|
575
|
Swedbank
Stockholm,
Sweden
|
$631K
|
+$915
|
+15
|
+0.1%
|
|
