|
351
|
RMR Wealth Builders
Montclair,
New Jersey
|
$507K
|
+$3.08K
|
+50
|
+0.7%
|
|
|
352
|
Echo Street Capital Management
New York
|
$498K
|
+$190K
|
+3,083
|
+70%
|
|
|
353
|
M&T Bank
Buffalo,
New York
|
$495K
|
+$49.8K
|
+807
|
+12%
|
|
|
354
|
Kestra Advisory Services
Austin,
Texas
|
$490K
|
-$22K
|
-357
|
-5%
|
|
|
355
|
|
$488K
|
+$452K
|
+7,330
|
New
|
|
|
356
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$487K
|
+$188K
|
+3,047
|
+72%
|
|
|
357
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$477K
|
+$39.3K
|
+637
|
+10%
|
|
|
358
|
Leelyn Smith
Geneva,
Illinois
|
$471K
|
+$32.6K
|
+528
|
+8%
|
|
|
359
|
Wealth Effects
Boston,
Massachusetts
|
$465K
|
–
|
–
|
–
|
|
|
360
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$460K
|
+$131K
|
+2,129
|
+45%
|
|
|
361
|
Atria Wealth Solutions
New York
|
$450K
|
+$416K
|
+6,747
|
New
|
|
|
362
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$448K
|
+$1.54K
|
+25
|
+0.4%
|
|
|
363
|
KRS Capital Management
Bloomfield,
Michigan
|
$439K
|
+$15.4K
|
+250
|
+4%
|
|
|
364
|
SVB Wealth
Boston,
Massachusetts
|
$433K
|
-$10.3K
|
-167
|
-3%
|
|
|
365
|
Legal Advantage Investments
Los Altos Hills,
California
|
$428K
|
+$92.5K
|
+1,500
|
+30%
|
|
|
366
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$426K
|
-$3.21K
|
-52
|
-0.8%
|
|
|
367
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$418K
|
+$92.5K
|
+1,500
|
+31%
|
|
|
368
|
MetLife Investment Management
Whippany,
New Jersey
|
$415K
|
+$925
|
+15
|
+0.2%
|
|
|
369
|
Caprock Group
Boise,
Idaho
|
$414K
|
-$56K
|
-908
|
-13%
|
|
|
370
|
Kintegral Advisory
New York
|
$414K
|
-$20.6K
|
-334
|
-5%
|
|
|
371
|
Empowered Funds
Havertown,
Pennsylvania
|
$403K
|
+$34.5K
|
+560
|
+10%
|
|
|
372
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$400K
|
+$370K
|
+6,000
|
New
|
|
|
373
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$399K
|
+$6.29K
|
+102
|
+2%
|
|
|
374
|
Sepio Capital
Salt Lake City,
Utah
|
$392K
|
–
|
–
|
–
|
|
|
375
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$388K
|
+$58.7K
|
+951
|
+20%
|
|
