|
1201
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$316K
|
+$19.2K
|
+210
|
+7%
|
|
|
1202
|
|
$314K
|
+$57.3K
|
+628
|
+23%
|
|
|
1203
|
Independent Financial Group
San Diego,
California
|
$314K
|
-$147K
|
-1,609
|
-32%
|
|
|
1204
|
Abound Wealth Management
Franklin,
Tennessee
|
$312K
|
-$8.21K
|
-90
|
-3%
|
|
|
1205
|
Ignite Planners
San Clemente,
California
|
$311K
|
–
|
–
|
–
|
|
|
1206
|
Cambient Family Office
Ada,
Michigan
|
$310K
|
-$27.4K
|
-300
|
-8%
|
|
|
1207
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$308K
|
-$17.9K
|
-196
|
-6%
|
|
|
1208
|
PGIM Custom Harvest
Newark,
New Jersey
|
$308K
|
+$69.7K
|
+764
|
+30%
|
|
|
1209
|
Alta Advisers
London,
United Kingdom
|
$306K
|
–
|
–
|
–
|
|
|
1210
|
GeoWealth Management
Chicago,
Illinois
|
$304K
|
+$36.7K
|
+402
|
+14%
|
|
|
1211
|
|
$304K
|
-$3.47K
|
-38
|
-1%
|
|
|
1212
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$303K
|
–
|
–
|
–
|
|
|
1213
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$302K
|
+$299K
|
+3,281
|
New
|
|
|
1214
|
Alpha Financial Partners
Lexington,
Kentucky
|
$300K
|
+$4.93K
|
+54
|
+2%
|
|
|
1215
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$299K
|
–
|
–
|
–
|
|
|
1216
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$299K
|
+$2.01K
|
+22
|
+0.7%
|
|
|
1217
|
Sargent Investment Group
Bethesda,
Maryland
|
$298K
|
-$5.11K
|
-56
|
-2%
|
|
|
1218
|
Cascade Financial Partners
San Diego,
California
|
$298K
|
+$2.74K
|
+30
|
+0.9%
|
|
|
1219
|
Biltmore Family Office
Charlotte,
North Carolina
|
$294K
|
+$44.1K
|
+484
|
+18%
|
|
|
1220
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$294K
|
–
|
–
|
–
|
|
|
1221
|
Cercano Management
Bellevue,
Washington
|
$294K
|
–
|
–
|
–
|
|
|
1222
|
MASTERINVEST Kapitalanlage
Vienna,
|
$294K
|
–
|
–
|
–
|
|
|
1223
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$294K
|
-$22.2K
|
-243
|
-7%
|
|
|
1224
|
Portside Wealth Group
Provo,
Utah
|
$291K
|
+$16.1K
|
+177
|
+6%
|
|
|
1225
|
Sterling Capital Management
Charlotte,
North Carolina
|
$291K
|
-$1.47M
|
-16,161
|
-84%
|
|
