|
501
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$308K
|
+$285K
|
+478
|
New
|
|
|
502
|
Parallel Advisors
San Francisco,
California
|
$306K
|
-$95.8K
|
-161
|
-25%
|
|
|
503
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$305K
|
+$282K
|
+473
|
New
|
|
|
504
|
Kestra Advisory Services
Austin,
Texas
|
$303K
|
-$11.3K
|
-19
|
-4%
|
|
|
505
|
|
$300K
|
+$277K
|
+466
|
New
|
|
|
506
|
Petros Family Wealth
Bloomington,
Minnesota
|
$297K
|
-$56K
|
-94
|
-17%
|
|
|
507
|
Rice Partnership
Honolulu,
Hawaii
|
$296K
|
–
|
–
|
–
|
|
|
508
|
Parcion Private Wealth
Bellevue,
Washington
|
$296K
|
+$273K
|
+459
|
New
|
|
|
509
|
Concurrent Investment Advisors
Tampa,
Florida
|
$296K
|
+$35.7K
|
+60
|
+15%
|
|
|
510
|
Venturi Wealth Management
Austin,
Texas
|
$294K
|
-$11.3K
|
-19
|
-4%
|
|
|
511
|
Sather Financial Group
Victoria,
Texas
|
$294K
|
–
|
–
|
–
|
|
|
512
|
KeyBank National Association
Cleveland,
Ohio
|
$294K
|
-$57.7K
|
-97
|
-18%
|
|
|
513
|
Huntington National Bank
Columbus,
Ohio
|
$290K
|
+$9.52K
|
+16
|
+4%
|
|
|
514
|
Mather Group
Chicago,
Illinois
|
$286K
|
–
|
–
|
–
|
|
|
515
|
FourThought Financial Partners
Venice,
Florida
|
$285K
|
-$3.57K
|
-6
|
-1%
|
|
|
516
|
VestGen Advisors
Inverness,
Illinois
|
$285K
|
+$17.3K
|
+29
|
+7%
|
|
|
517
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$283K
|
+$262K
|
+440
|
New
|
|
|
518
|
GSA Capital Partners
London,
United Kingdom
|
$281K
|
+$260K
|
+436
|
New
|
|
|
519
|
Intellectus Partners
San Francisco,
California
|
$274K
|
–
|
–
|
–
|
|
|
520
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$274K
|
–
|
–
|
–
|
|
|
521
|
Equitable Holdings
New York
|
$272K
|
-$188K
|
-315
|
-43%
|
|
|
522
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$269K
|
-$28.6K
|
-48
|
-10%
|
|
|
523
|
GKV Capital Management
Walnut Creek,
California
|
$267K
|
-$29.8K
|
-50
|
-11%
|
|
|
524
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$267K
|
+$247K
|
+415
|
New
|
|
|
525
|
|
$264K
|
+$244K
|
+410
|
New
|
|
