|
501
|
Sinecera Capital
Austin,
Texas
|
$446K
|
+$13.6K
|
+123
|
+3%
|
|
|
502
|
Kestra Private Wealth Services
Austin,
Texas
|
$442K
|
-$58K
|
-526
|
-12%
|
|
|
503
|
Belpointe Asset Management
Reno,
Nevada
|
$440K
|
+$21.3K
|
+193
|
+5%
|
|
|
504
|
RMR Wealth Builders
Montclair,
New Jersey
|
$440K
|
-$316K
|
-2,863
|
-42%
|
|
|
505
|
M&T Bank
Buffalo,
New York
|
$439K
|
+$20.9K
|
+190
|
+5%
|
|
|
506
|
Equitable Holdings
New York
|
$429K
|
+$91.1K
|
+826
|
+27%
|
|
|
507
|
Baron Wealth Management
Troy,
Michigan
|
$426K
|
-$16.5K
|
-150
|
-4%
|
|
|
508
|
Private Trust Company
Cleveland,
Ohio
|
$424K
|
-$5.95K
|
-54
|
-1%
|
|
|
509
|
Pathstone Holdings
Englewood,
New Jersey
|
$419K
|
+$419K
|
+3,804
|
New
|
|
|
510
|
LWMG LLC
Lake Elmo,
Minnesota
|
$415K
|
+$7.17K
|
+65
|
+2%
|
|
|
511
|
|
$413K
|
-$2.55M
|
-23,094
|
-86%
|
|
|
512
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$405K
|
-$900K
|
-8,164
|
-69%
|
|
|
513
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$403K
|
+$403K
|
+3,659
|
New
|
|
|
514
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$402K
|
-$33.5K
|
-304
|
-8%
|
|
|
515
|
EP Wealth Advisors
Torrance,
California
|
$400K
|
+$132K
|
+1,193
|
+49%
|
|
|
516
|
Arrien Investments
Boise,
Idaho
|
$400K
|
+$401K
|
+3,634
|
New
|
|
|
517
|
Tocqueville Asset Management
New York
|
$396K
|
–
|
–
|
–
|
|
|
518
|
Focus Partners Wealth
Boston,
Massachusetts
|
$394K
|
+$394K
|
+3,574
|
New
|
|
|
519
|
NWAM LLC
Mercer Island,
Washington
|
$393K
|
+$167K
|
+1,516
|
+74%
|
|
|
520
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$392K
|
-$224K
|
-2,028
|
-36%
|
|
|
521
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$392K
|
+$392K
|
+3,558
|
New
|
|
|
522
|
Mattern Capital Management
Lakewood,
Colorado
|
$392K
|
-$69.1K
|
-627
|
-15%
|
|
|
523
|
Cooper Financial Group
Irvine,
California
|
$391K
|
-$661
|
-6
|
-0.2%
|
|
|
524
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$387K
|
–
|
–
|
–
|
|
|
525
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$387K
|
+$387K
|
+3,510
|
New
|
|
