|
476
|
Mission Wealth Management
Santa Barbara,
California
|
$255K
|
+$271K
|
+2,915
|
New
|
|
|
477
|
SteelPeak Wealth
Woodland Hills,
California
|
$253K
|
-$46.8K
|
-503
|
-15%
|
|
|
478
|
Westwood Holdings Group
Dallas,
Texas
|
$251K
|
-$4.65K
|
-50
|
-2%
|
|
|
479
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$251K
|
–
|
–
|
–
|
|
|
480
|
Legacy Financial Advisors
Covington,
Kentucky
|
$250K
|
-$48.6K
|
-523
|
-15%
|
|
|
481
|
Waterloo Capital
Austin,
Texas
|
$250K
|
+$266K
|
+2,861
|
New
|
|
|
482
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$247K
|
–
|
–
|
–
|
|
|
483
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$245K
|
+$260K
|
+2,800
|
New
|
|
|
484
|
Capital Investment Advisors
Atlanta,
Georgia
|
$244K
|
-$26.5K
|
-285
|
-9%
|
|
|
485
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$243K
|
–
|
–
|
–
|
|
|
486
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$243K
|
+$246K
|
+2,640
|
+2,095%
|
|
|
487
|
Central Trust Company
Jefferson City,
Missouri
|
$239K
|
–
|
–
|
–
|
|
|
488
|
Kestra Private Wealth Services
Austin,
Texas
|
$239K
|
+$24.6K
|
+264
|
+11%
|
|
|
489
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$238K
|
+$24K
|
+258
|
+10%
|
|
|
490
|
Peak Asset Management
Louisville,
Colorado
|
$236K
|
–
|
–
|
–
|
|
|
491
|
EP Wealth Advisors
Torrance,
California
|
$236K
|
-$3.17M
|
-34,075
|
-93%
|
|
|
492
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$234K
|
-$4.46K
|
-48
|
-2%
|
|
|
493
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$234K
|
+$8.09K
|
+87
|
+3%
|
|
|
494
|
Whittier Trust
South Pasadena,
California
|
$233K
|
–
|
–
|
–
|
|
|
495
|
TD Private Client Wealth
New York
|
$232K
|
-$11K
|
-118
|
-4%
|
|
|
496
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$230K
|
-$1.86K
|
-20
|
-0.7%
|
|
|
497
|
Shell Asset Management
The Hague,
Netherlands
|
$229K
|
+$9.3K
|
+100
|
+4%
|
|
|
498
|
|
$228K
|
–
|
–
|
–
|
|
|
499
|
IFP Advisors
Tampa,
Florida
|
$227K
|
-$127K
|
-1,363
|
-34%
|
|
|
500
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$227K
|
–
|
–
|
–
|
|
