|
501
|
Ceera Investments
Bellaire,
Texas
|
$272K
|
+$26.4K
|
+325
|
+10%
|
|
|
502
|
Linscomb Wealth
Houston,
Texas
|
$272K
|
-$20.2K
|
-249
|
-7%
|
|
|
503
|
Upper Left Wealth Management
Tampa,
Florida
|
$271K
|
-$7.24K
|
-89
|
-3%
|
|
|
504
|
Diversify Wealth Management
Sandy,
Utah
|
$271K
|
+$20.8K
|
+256
|
+8%
|
|
|
505
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$267K
|
–
|
–
|
–
|
|
|
506
|
Freestone Capital Holdings
Seattle,
Washington
|
$265K
|
-$56.1K
|
-690
|
-17%
|
|
|
507
|
Columbus Macro
New Castle,
Pennsylvania
|
$263K
|
-$26.5K
|
-326
|
-9%
|
|
|
508
|
Frazier Financial Advisors
Columbus,
Ohio
|
$263K
|
–
|
–
|
–
|
|
|
509
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$263K
|
–
|
–
|
–
|
|
|
510
|
Davidson Trust Company
Seattle,
Washington
|
$261K
|
+$271K
|
+3,335
|
New
|
|
|
511
|
LPWM LLC
Minneapolis,
Minnesota
|
$260K
|
-$81
|
-1
|
-0%
|
|
|
512
|
Thryve Wealth Management
Irving,
Texas
|
$260K
|
-$43.5K
|
-535
|
-14%
|
|
|
513
|
Sentinel Advisory Group
Middleton,
Wisconsin
|
$259K
|
+$269K
|
+3,307
|
New
|
|
|
514
|
Tudor Investment Corp
Stamford,
Connecticut
|
$256K
|
+$266K
|
+3,270
|
New
|
|
|
515
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$256K
|
-$40.2K
|
-495
|
-14%
|
|
|
516
|
Wealthfront Advisers
Palo Alto,
California
|
$253K
|
-$2.03K
|
-25
|
-0.8%
|
|
|
517
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$252K
|
-$6.5K
|
-80
|
-2%
|
|
|
518
|
Segment Wealth Management
Houston,
Texas
|
$249K
|
-$143K
|
-1,760
|
-36%
|
|
|
519
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$249K
|
-$19.6K
|
-241
|
-7%
|
|
|
520
|
Essex Financial Services
Essex,
Connecticut
|
$247K
|
-$4.47K
|
-55
|
-2%
|
|
|
521
|
CoreCap Advisors
Southfield,
Michigan
|
$243K
|
-$894
|
-11
|
-0.4%
|
|
|
522
|
Mosaic Financial Group
Chicago,
Illinois
|
$243K
|
-$3.25K
|
-40
|
-1%
|
|
|
523
|
Aurelius Family Office
Bedford,
New Hampshire
|
$239K
|
–
|
–
|
–
|
|
|
524
|
NorthRock Partners
Minneapolis,
Minnesota
|
$237K
|
+$246K
|
+3,027
|
New
|
|
|
525
|
Colorado Capital Management
Boulder,
Colorado
|
$237K
|
–
|
–
|
–
|
|
