|
601
|
BSW Wealth Partners
Boulder,
Colorado
|
$233K
|
+$192K
|
+3,343
|
New
|
|
|
602
|
International Assets Investment Management
Orlando,
Florida
|
$231K
|
-$517K
|
-9,027
|
-73%
|
|
|
603
|
Callan Family Office
Radnor,
Pennsylvania
|
$229K
|
+$188K
|
+3,281
|
New
|
|
|
604
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$229K
|
+$188K
|
+3,277
|
New
|
|
|
605
|
Pure Financial Advisors
San Diego,
California
|
$228K
|
+$188K
|
+3,274
|
New
|
|
|
606
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$225K
|
+$185K
|
+3,228
|
New
|
|
|
607
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$223K
|
+$183K
|
+3,195
|
New
|
|
|
608
|
Sovereign Financial Group
Stamford,
Connecticut
|
$223K
|
+$183K
|
+3,195
|
New
|
|
|
609
|
Parcion Private Wealth
Bellevue,
Washington
|
$222K
|
+$183K
|
+3,185
|
New
|
|
|
610
|
MAI Capital Management
Independence,
Ohio
|
$222K
|
+$9.52K
|
+166
|
+6%
|
|
|
611
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$219K
|
+$180K
|
+3,137
|
New
|
|
|
612
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$219K
|
+$180K
|
+3,134
|
New
|
|
|
613
|
GEM Asset Management
Plymouth,
Michigan
|
$219K
|
-$57.3K
|
-1,000
|
-28%
|
|
|
614
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$216K
|
+$178K
|
+3,100
|
New
|
|
|
615
|
Stephens Inc
Little Rock,
Arkansas
|
$215K
|
-$433K
|
-7,552
|
-71%
|
|
|
616
|
Diversify Advisory Services
Sandy,
Utah
|
$214K
|
+$128K
|
+2,225
|
New
|
|
|
617
|
|
$214K
|
+$176K
|
+3,063
|
New
|
|
|
618
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$214K
|
+$194K
|
+3,392
|
New
|
|
|
619
|
Caitlin John
Brighton,
Michigan
|
$209K
|
–
|
–
|
–
|
|
|
620
|
A&I Financial Services
Lone Tree,
Colorado
|
$209K
|
-$115K
|
-2,000
|
-40%
|
|
|
621
|
First Financial Bankshares
Abilene,
Texas
|
$209K
|
+$172K
|
+3,000
|
New
|
|
|
622
|
Aprio Wealth Management
Atlanta,
Georgia
|
$207K
|
+$170K
|
+2,970
|
New
|
|
|
623
|
Tortuga Wealth Management
Torrance,
California
|
$204K
|
+$168K
|
+2,928
|
New
|
|
|
624
|
Meeder Asset Management
Dublin,
Ohio
|
$203K
|
+$164K
|
+2,857
|
+4,926%
|
|
|
625
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$203K
|
+$166K
|
+2,903
|
New
|
|
