|
451
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$627K
|
+$22.1K
|
+329
|
+3%
|
|
|
452
|
Kera Capital Partners
San Jose,
California
|
$627K
|
-$100K
|
-1,491
|
-12%
|
|
|
453
|
UniSuper Management
Melbourne, Victoria,
Australia
|
$622K
|
–
|
–
|
–
|
|
|
454
|
Callan Family Office
Radnor,
Pennsylvania
|
$616K
|
+$95.3K
|
+1,419
|
+15%
|
|
|
455
|
Equitable Holdings
New York
|
$616K
|
+$182K
|
+2,711
|
+51%
|
|
|
456
|
EPG Wealth Management
Atlanta,
Georgia
|
$614K
|
+$417K
|
+6,210
|
+134%
|
|
|
457
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$605K
|
+$691K
|
+10,289
|
+2,611%
|
|
|
458
|
SFG Wealth Management
Towson,
Maryland
|
$592K
|
–
|
–
|
–
|
|
|
459
|
Maia Wealth
Denver,
Colorado
|
$592K
|
-$113K
|
-1,686
|
-14%
|
|
|
460
|
TCW Group
Los Angeles,
California
|
$587K
|
+$33.7K
|
+502
|
+5%
|
|
|
461
|
Hyperion Capital Advisors
New York
|
$585K
|
+$695K
|
+10,350
|
New
|
|
|
462
|
Truist Financial
Charlotte,
North Carolina
|
$585K
|
-$108K
|
-1,613
|
-13%
|
|
|
463
|
Freestone Capital Holdings
Seattle,
Washington
|
$581K
|
+$134
|
+2
|
+0%
|
|
|
464
|
Axxcess Wealth Management
Carlsbad,
California
|
$574K
|
-$342K
|
-5,087
|
-33%
|
|
|
465
|
BOK Financial
Tulsa,
Oklahoma
|
$549K
|
+$651K
|
+9,699
|
New
|
|
|
466
|
Lido Advisors
Los Angeles,
California
|
$547K
|
-$27.5K
|
-409
|
-4%
|
|
|
467
|
Weinberger Asset Management
Los Angeles,
California
|
$543K
|
-$59K
|
-878
|
-8%
|
|
|
468
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$537K
|
+$638K
|
+9,493
|
New
|
|
|
469
|
Sanders Morris Harris
Houston,
Texas
|
$536K
|
+$636K
|
+9,469
|
New
|
|
|
470
|
Cresset Asset Management
Chicago,
Illinois
|
$534K
|
+$104K
|
+1,551
|
+20%
|
|
|
471
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$523K
|
-$22.8K
|
-340
|
-4%
|
|
|
472
|
SummitTX Capital
Fort Worth,
Texas
|
$522K
|
-$666K
|
-9,914
|
-52%
|
|
|
473
|
Evolve Private Wealth
Los Angeles,
California
|
$521K
|
-$668K
|
-9,949
|
-52%
|
|
|
474
|
Bailard
Foster City,
California
|
$511K
|
+$405K
|
+6,037
|
+201%
|
|
|
475
|
Odyssean LLC
Darien,
Connecticut
|
$510K
|
+$605K
|
+9,009
|
New
|
|
