|
426
|
MAI Capital Management
Independence,
Ohio
|
$313K
|
-$7.52K
|
-178
|
-2%
|
|
|
427
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$311K
|
+$296K
|
+7,009
|
New
|
|
|
428
|
Net Worth Advisory Group
Sandy,
Utah
|
$308K
|
+$7.23K
|
+171
|
+3%
|
|
|
429
|
August Group Capital
Toronto,
|
$308K
|
+$293K
|
+6,938
|
New
|
|
|
430
|
Choreo LLC
Rockford,
Illinois
|
$305K
|
-$14.3K
|
-339
|
-5%
|
|
|
431
|
Atria Investments
Charlotte,
North Carolina
|
$302K
|
+$3.76K
|
+89
|
+1%
|
|
|
432
|
EP Wealth Advisors
Torrance,
California
|
$302K
|
+$288K
|
+6,809
|
New
|
|
|
433
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$301K
|
-$4.35K
|
-103
|
-1%
|
|
|
434
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$299K
|
+$207K
|
+4,900
|
New
|
|
|
435
|
Family Management
New York
|
$297K
|
+$65.4K
|
+1,548
|
+30%
|
|
|
436
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$297K
|
–
|
–
|
–
|
|
|
437
|
Ascent Group
Virginia Beach,
Virginia
|
$296K
|
-$35.8K
|
-847
|
-11%
|
|
|
438
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$295K
|
+$5.58K
|
+132
|
+2%
|
|
|
439
|
PDS Planning
Dublin,
Ohio
|
$294K
|
+$3.08K
|
+73
|
+1%
|
|
|
440
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$294K
|
+$280K
|
+6,620
|
New
|
|
|
441
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$292K
|
+$10.2K
|
+242
|
+4%
|
|
|
442
|
Clarius Group LLC
Seattle,
Washington
|
$290K
|
–
|
–
|
–
|
|
|
443
|
Cura Wealth Advisors
Chicago,
Illinois
|
$284K
|
-$3.34K
|
-79
|
-1%
|
|
|
444
|
Fractal Investments
Glastonbury,
Connecticut
|
$284K
|
–
|
–
|
–
|
|
|
445
|
Asahi Life Asset Management
Tokyo,
Japan
|
$280K
|
+$267K
|
+6,306
|
New
|
|
|
446
|
HUB Investment Partners
Austin,
Texas
|
$280K
|
-$1.18K
|
-28
|
-0.4%
|
|
|
447
|
Farther Finance Advisors
San Francisco,
California
|
$276K
|
+$50K
|
+1,183
|
+24%
|
|
|
448
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$275K
|
–
|
–
|
–
|
|
|
449
|
Pure Financial Advisors
San Diego,
California
|
$274K
|
+$261K
|
+6,170
|
New
|
|
|
450
|
DGS Capital Management
Jersey City,
New Jersey
|
$273K
|
+$8.16K
|
+193
|
+3%
|
|
