|
1401
|
QTR Family Wealth
Lake Mary,
Florida
|
$669K
|
+$349K
|
+973
|
+101%
|
|
|
1402
|
Naples Global Advisors
Naples,
Florida
|
$667K
|
-$130K
|
-361
|
-15%
|
|
|
1403
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$667K
|
-$29.1K
|
-81
|
-4%
|
|
|
1404
|
Tectonic Advisors
Frisco,
Texas
|
$666K
|
+$18.7K
|
+52
|
+3%
|
|
|
1405
|
Douglass Winthrop Advisors
New York
|
$666K
|
-$204K
|
-568
|
-22%
|
|
|
1406
|
|
$665K
|
-$665K
|
-1,852
|
-48%
|
|
|
1407
|
BIP Wealth
Atlanta,
Georgia
|
$664K
|
-$91.6K
|
-255
|
-11%
|
|
|
1408
|
Orleans Capital Management
Mandeville,
Louisiana
|
$664K
|
–
|
–
|
–
|
|
|
1409
|
Waddell & Associates
Memphis,
Tennessee
|
$663K
|
+$405K
|
+1,128
|
+127%
|
|
|
1410
|
Sivia Capital Partners
Mill Valley,
California
|
$663K
|
-$241K
|
-671
|
-25%
|
|
|
1411
|
Allen Capital Group
Grand Island,
Nebraska
|
$660K
|
+$39.9K
|
+111
|
+6%
|
|
|
1412
|
Canopy Partners
Cincinnati,
Ohio
|
$659K
|
+$68.2K
|
+190
|
+10%
|
|
|
1413
|
|
$658K
|
-$22.6K
|
-63
|
-3%
|
|
|
1414
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$658K
|
-$9.69K
|
-27
|
-1%
|
|
|
1415
|
Frec Markets Inc
San Francisco,
California
|
$657K
|
+$270K
|
+751
|
+60%
|
|
|
1416
|
Syntax Research
Boca Raton,
Florida
|
$657K
|
+$718K
|
+2,000
|
New
|
|
|
1417
|
Lazard Frères Gestion
Paris,
France
|
$657K
|
–
|
–
|
–
|
|
|
1418
|
Martingale Asset Management
Boston,
Massachusetts
|
$657K
|
-$1.36M
|
-3,791
|
-65%
|
|
|
1419
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$657K
|
+$177K
|
+492
|
+33%
|
|
|
1420
|
Angeles Wealth Management
Santa Monica,
California
|
$654K
|
+$27.6K
|
+77
|
+4%
|
|
|
1421
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$653K
|
-$10.6M
|
-29,397
|
-94%
|
|
|
1422
|
ticino wealth
Mission Viejo,
California
|
$650K
|
-$285K
|
-794
|
-30%
|
|
|
1423
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$650K
|
-$1.44K
|
-4
|
-0.2%
|
|
|
1424
|
MONECO Advisors
Fairfield,
Connecticut
|
$649K
|
-$102K
|
-283
|
-13%
|
|
|
1425
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$649K
|
+$135K
|
+377
|
+24%
|
|
