|
451
|
IEQ Capital
Foster City,
California
|
$354K
|
+$342K
|
+17,640
|
New
|
|
|
452
|
Pachira Investments
Dana Point,
California
|
$348K
|
+$34.2K
|
+1,767
|
+11%
|
|
|
453
|
Continuum Advisory
Eagle,
Idaho
|
$340K
|
-$18.1K
|
-936
|
-5%
|
|
|
454
|
SteelPeak Wealth
Woodland Hills,
California
|
$338K
|
+$326K
|
+16,848
|
New
|
|
|
455
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$334K
|
+$223K
|
+11,535
|
+224%
|
|
|
456
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$331K
|
+$44K
|
+2,274
|
+16%
|
|
|
457
|
BCWM LLC
Overland Park,
Kansas
|
$330K
|
-$142K
|
-7,326
|
-31%
|
|
|
458
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$330K
|
-$4.76K
|
-246
|
-1%
|
|
|
459
|
Cresset Asset Management
Chicago,
Illinois
|
$330K
|
–
|
–
|
–
|
|
|
460
|
Penobscot Investment Management
Boston,
Massachusetts
|
$329K
|
+$67.4K
|
+3,480
|
+27%
|
|
|
461
|
Personal Capital Advisors
Redwood City,
California
|
$328K
|
+$99.3K
|
+5,127
|
+46%
|
|
|
462
|
Capital Investment Advisors
Atlanta,
Georgia
|
$325K
|
-$40.1K
|
-2,070
|
-11%
|
|
|
463
|
Reston Wealth Management
Reston,
Virginia
|
$324K
|
-$31.4K
|
-1,623
|
-9%
|
|
|
464
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$322K
|
-$39K
|
-2,016
|
-11%
|
|
|
465
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$322K
|
-$9.82K
|
-507
|
-3%
|
|
|
466
|
Segment Wealth Management
Houston,
Texas
|
$318K
|
-$7.26K
|
-375
|
-2%
|
|
|
467
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$317K
|
+$871
|
+45
|
+0.3%
|
|
|
468
|
Rock Point Advisors
Burlington,
Vermont
|
$313K
|
-$871
|
-45
|
-0.3%
|
|
|
469
|
Well Done LLC
Holland,
Michigan
|
$312K
|
–
|
–
|
–
|
|
|
470
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$311K
|
+$31.9K
|
+1,650
|
+12%
|
|
|
471
|
Curi RMB Capital
Chicago,
Illinois
|
$307K
|
-$9.76K
|
-504
|
-3%
|
|
|
472
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$306K
|
-$9.7K
|
-501
|
-3%
|
|
|
473
|
BOK Financial Private Wealth
Denver,
Colorado
|
$298K
|
-$17.4K
|
-897
|
-6%
|
|
|
474
|
Fiduciary Trust
Boston,
Massachusetts
|
$298K
|
+$11.6K
|
+600
|
+4%
|
|
|
475
|
NWAM LLC
Mercer Island,
Washington
|
$295K
|
+$285K
|
+14,736
|
New
|
|
