|
551
|
IEQ Capital
Foster City,
California
|
$652K
|
-$115K
|
-1,905
|
-14%
|
|
|
552
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$648K
|
+$727K
|
+12,000
|
New
|
|
|
553
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$647K
|
-$100K
|
-1,650
|
-12%
|
|
|
554
|
Intellectus Partners
San Francisco,
California
|
$646K
|
–
|
–
|
–
|
|
|
555
|
UniSuper Management
Melbourne, Victoria,
Australia
|
$645K
|
–
|
–
|
–
|
|
|
556
|
First Bank & Trust
Brookings,
South Dakota
|
$644K
|
-$591K
|
-9,753
|
-45%
|
|
|
557
|
Woodstock Corp
Boston,
Massachusetts
|
$643K
|
–
|
–
|
–
|
|
|
558
|
Allworth Financial
Folsom,
California
|
$642K
|
+$95.1K
|
+1,569
|
+15%
|
|
|
559
|
EP Wealth Advisors
Torrance,
California
|
$637K
|
-$26.7M
|
-440,800
|
-97%
|
|
|
560
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$633K
|
+$65.1K
|
+1,074
|
+10%
|
|
|
561
|
ICA Group Wealth Management
Denver,
Colorado
|
$631K
|
-$5.82K
|
-96
|
-0.8%
|
|
|
562
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$629K
|
+$85K
|
+1,403
|
+14%
|
|
|
563
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$629K
|
+$194K
|
+3,194
|
+38%
|
|
|
564
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$623K
|
-$83.6K
|
-1,380
|
-11%
|
|
|
565
|
Choate Investment Advisors
Boston,
Massachusetts
|
$623K
|
+$692K
|
+11,415
|
New
|
|
|
566
|
FAS Wealth Partners
Leawood,
Kansas
|
$622K
|
-$9.09K
|
-150
|
-1%
|
|
|
567
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$619K
|
+$15K
|
+248
|
+2%
|
|
|
568
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$617K
|
+$2.06K
|
+34
|
+0.3%
|
|
|
569
|
ORG Partners
Roanoke,
Indiana
|
$613K
|
-$79.5K
|
-1,312
|
-10%
|
|
|
570
|
Venturi Wealth Management
Austin,
Texas
|
$609K
|
+$677K
|
+11,165
|
New
|
|
|
571
|
|
$603K
|
–
|
–
|
–
|
|
|
572
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$603K
|
+$6.18K
|
+102
|
+0.9%
|
|
|
573
|
Edgestream Partners
Princeton,
New Jersey
|
$602K
|
-$30.5K
|
-503
|
-4%
|
|
|
574
|
Pacer Advisors
Malvern,
Pennsylvania
|
$600K
|
+$53.9K
|
+890
|
+9%
|
|
|
575
|
Lazari Capital Management
Woodland Hills,
California
|
$595K
|
-$4.85K
|
-80
|
-0.7%
|
|
