|
501
|
Minot Wealth Management
Westwood,
Massachusetts
|
$390K
|
–
|
–
|
–
|
|
|
502
|
TrinityPoint Wealth
Milford,
Connecticut
|
$381K
|
+$63.1K
|
+492
|
+21%
|
|
|
503
|
Parsons Capital Management
Providence,
Rhode Island
|
$378K
|
-$22.4K
|
-175
|
-6%
|
|
|
504
|
InterOcean Capital Group
Nashville,
Tennessee
|
$378K
|
–
|
–
|
–
|
|
|
505
|
Icon Wealth Partners
Houston,
Texas
|
$373K
|
–
|
–
|
–
|
|
|
506
|
Chevy Chase Trust
Bethesda,
Maryland
|
$372K
|
-$32K
|
-250
|
-8%
|
|
|
507
|
TrueWealth Advisors
Birmingham,
Alabama
|
$370K
|
-$62.6K
|
-488
|
-15%
|
|
|
508
|
Marcum Wealth
Cleveland,
Ohio
|
$366K
|
-$12.8K
|
-100
|
-3%
|
|
|
509
|
EQ LLC
Bellevue,
Washington
|
$364K
|
-$15.4K
|
-120
|
-4%
|
|
|
510
|
Neuberger Berman Group
New York
|
$364K
|
+$351K
|
+2,736
|
New
|
|
|
511
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$362K
|
+$349K
|
+2,723
|
New
|
|
|
512
|
Daniels + Tansey
Wilmington,
Delaware
|
$361K
|
+$337K
|
+2,626
|
New
|
|
|
513
|
Investors Financial Group
Plymouth,
Minnesota
|
$360K
|
+$26.2K
|
+204
|
+8%
|
|
|
514
|
Osborne Partners Capital Management
San Francisco,
California
|
$360K
|
+$62.4K
|
+487
|
+22%
|
|
|
515
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$356K
|
–
|
–
|
–
|
|
|
516
|
CX Institutional
Auburn,
Indiana
|
$355K
|
-$418K
|
-3,259
|
-55%
|
|
|
517
|
Hancock Whitney
Gulfport,
Mississippi
|
$354K
|
+$342K
|
+2,668
|
New
|
|
|
518
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$353K
|
+$17.8K
|
+139
|
+6%
|
|
|
519
|
Clear Investment Research
Alpharetta,
Georgia
|
$347K
|
-$3.21K
|
-25
|
-0.9%
|
|
|
520
|
Wealthquest
Cincinnati,
Ohio
|
$343K
|
+$331K
|
+2,582
|
New
|
|
|
521
|
Principal Financial Group
Des Moines,
Iowa
|
$339K
|
-$39.6K
|
-309
|
-11%
|
|
|
522
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$337K
|
–
|
–
|
–
|
|
|
523
|
Acima Private Wealth
Richmond,
Virginia
|
$336K
|
–
|
–
|
–
|
|
|
524
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$334K
|
–
|
–
|
–
|
|
|
525
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$326K
|
–
|
–
|
–
|
|
