|
401
|
Kestra Advisory Services
Austin,
Texas
|
$2.39M
|
-$8.46M
|
-370,575
|
-78%
|
|
|
402
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.38M
|
-$50.7K
|
-2,221
|
-2%
|
|
|
403
|
Elser Financial Planning
Indianapolis,
Indiana
|
$2.38M
|
-$162K
|
-7,114
|
-6%
|
|
|
404
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.36M
|
-$49.5K
|
-2,166
|
-2%
|
|
|
405
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$2.35M
|
-$78.7K
|
-3,446
|
-3%
|
|
|
406
|
McCarthy Asset Management
Redwood Shores,
California
|
$2.33M
|
-$552K
|
-24,169
|
-19%
|
|
|
407
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.32M
|
+$1.05M
|
+45,784
|
+81%
|
|
|
408
|
Gleason Group
Prospect,
Kentucky
|
$2.31M
|
+$223K
|
+9,763
|
+11%
|
|
|
409
|
AMI Investment Management
Kendallville,
Indiana
|
$2.31M
|
-$74.5K
|
-3,261
|
-3%
|
|
|
410
|
Perigon Wealth Management
San Francisco,
California
|
$2.3M
|
-$73K
|
-3,195
|
-3%
|
|
|
411
|
Cross Staff Investments
Pittsford,
New York
|
$2.29M
|
+$196K
|
+8,596
|
+9%
|
|
|
412
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.29M
|
+$635K
|
+27,796
|
+38%
|
|
|
413
|
Skyline Advisors
Bellingham,
Washington
|
$2.28M
|
+$251
|
+11
|
+0%
|
|
|
414
|
Essex LLC
Deer Park,
Illinois
|
$2.28M
|
-$1K
|
-44
|
-0%
|
|
|
415
|
Segment Wealth Management
Houston,
Texas
|
$2.28M
|
+$70.4K
|
+3,083
|
+3%
|
|
|
416
|
SVB Wealth
Boston,
Massachusetts
|
$2.27M
|
+$2.28M
|
+100,038
|
New
|
|
|
417
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$2.26M
|
-$6.49K
|
-284
|
-0.3%
|
|
|
418
|
Asset Management Group
Stamford,
Connecticut
|
$2.26M
|
+$868
|
+38
|
+0%
|
|
|
419
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.23M
|
-$25.7K
|
-1,124
|
-1%
|
|
|
420
|
Renaissance Technologies
New York
|
$2.21M
|
+$2.22M
|
+97,400
|
New
|
|
|
421
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.2M
|
-$3.31M
|
-144,987
|
-60%
|
|
|
422
|
Summit Financial
Parsippany,
New Jersey
|
$2.18M
|
+$669K
|
+29,273
|
+44%
|
|
|
423
|
Foster Group
West Des Moines,
Iowa
|
$2.17M
|
-$102K
|
-4,466
|
-4%
|
|
|
424
|
GeoWealth Management
Chicago,
Illinois
|
$2.17M
|
+$1.83M
|
+80,031
|
+515%
|
|
|
425
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.17M
|
+$14.1K
|
+618
|
+0.7%
|
|
