|
401
|
Lane Generational
Dover,
Massachusetts
|
$394K
|
–
|
–
|
–
|
|
|
402
|
Insight Advisors
Newtown,
Pennsylvania
|
$394K
|
–
|
–
|
–
|
|
|
403
|
Lazard Asset Management
New York
|
$388K
|
+$30.5K
|
+1,430
|
+9%
|
|
|
404
|
Wealthspire Advisors (New York)
New York
|
$387K
|
–
|
–
|
–
|
|
|
405
|
Farther Finance Advisors
San Francisco,
California
|
$385K
|
-$36.2K
|
-1,695
|
-9%
|
|
|
406
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$383K
|
–
|
–
|
–
|
|
|
407
|
Tidal Investments
Milwaukee,
Wisconsin
|
$381K
|
+$23.7K
|
+1,110
|
+7%
|
|
|
408
|
Kercheville Advisors
San Antonio,
Texas
|
$380K
|
–
|
–
|
–
|
|
|
409
|
LexAurum Advisors
Overland Park,
Kansas
|
$376K
|
-$10.5K
|
-490
|
-3%
|
|
|
410
|
First Foundation Advisors
Irvine,
California
|
$375K
|
–
|
–
|
–
|
|
|
411
|
London & Capital Asset Management
London,
United Kingdom
|
$374K
|
–
|
–
|
–
|
|
|
412
|
Bristlecone Advisors
Bellevue,
Washington
|
$373K
|
–
|
–
|
–
|
|
|
413
|
Spire Wealth Management
Mclean,
Virginia
|
$372K
|
-$17.6K
|
-825
|
-5%
|
|
|
414
|
Western Wealth Management
Golden,
Colorado
|
$366K
|
-$4.38K
|
-205
|
-1%
|
|
|
415
|
Ingalls & Snyder LLC
New York
|
$366K
|
–
|
–
|
–
|
|
|
416
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$365K
|
-$139K
|
-6,500
|
-29%
|
|
|
417
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$362K
|
+$29.1K
|
+1,362
|
+9%
|
|
|
418
|
Wolff Wiese Magana
Carslbad,
California
|
$352K
|
-$28.3K
|
-1,325
|
-8%
|
|
|
419
|
Keynote Financial Services
Vernon,
Connecticut
|
$351K
|
+$330K
|
+15,438
|
New
|
|
|
420
|
HB Wealth Management
Atlanta,
Georgia
|
$350K
|
-$391K
|
-18,312
|
-54%
|
|
|
421
|
ROI Financial Advisors
Beaverton,
Oregon
|
$350K
|
-$2.24K
|
-105
|
-0.7%
|
|
|
422
|
Capital Investment Advisors
Atlanta,
Georgia
|
$346K
|
+$24.6K
|
+1,150
|
+8%
|
|
|
423
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$346K
|
–
|
–
|
–
|
|
|
424
|
Empire Financial Management Company
New York
|
$346K
|
+$8.84K
|
+414
|
+3%
|
|
|
425
|
FNY Investment Advisers
New York
|
$343K
|
+$323K
|
+15,100
|
New
|
|
