|
801
|
Freestone Capital Holdings
Seattle,
Washington
|
$547K
|
-$41.4K
|
-440
|
-7%
|
|
|
802
|
17 Capital Partners
Pheonix,
Arizona
|
$547K
|
+$547K
|
+5,807
|
New
|
|
|
803
|
Gilpin Wealth Management
Denver,
Colorado
|
$543K
|
+$544K
|
+5,770
|
New
|
|
|
804
|
Valeo Financial Advisors
Carmel,
Indiana
|
$543K
|
+$104K
|
+1,100
|
+24%
|
|
|
805
|
Dara Capital US
Miami,
Florida
|
$542K
|
+$542K
|
+5,749
|
New
|
|
|
806
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$542K
|
-$92.8K
|
-985
|
-15%
|
|
|
807
|
Collective Family Office
York,
Pennsylvania
|
$541K
|
-$21.2K
|
-225
|
-4%
|
|
|
808
|
RWA Wealth Partners
Newton,
Massachusetts
|
$539K
|
+$30.4K
|
+323
|
+6%
|
|
|
809
|
Regions Financial Corp
Birmingham,
Alabama
|
$537K
|
-$2.73K
|
-29
|
-0.5%
|
|
|
810
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$537K
|
+$537K
|
+5,703
|
New
|
|
|
811
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$537K
|
-$56K
|
-595
|
-9%
|
|
|
812
|
RFG Advisory
Birmingham,
Alabama
|
$536K
|
+$228K
|
+2,420
|
+74%
|
|
|
813
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$536K
|
+$239K
|
+2,540
|
+81%
|
|
|
814
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$533K
|
–
|
–
|
–
|
|
|
815
|
Concord Wealth Partners
Abingdon,
Virginia
|
$533K
|
-$19.9K
|
-211
|
-4%
|
|
|
816
|
New Hampshire Trust
Concord,
New Hampshire
|
$532K
|
–
|
–
|
–
|
|
|
817
|
EQ LLC
Bellevue,
Washington
|
$531K
|
-$47.5K
|
-504
|
-8%
|
|
|
818
|
Financial Life Advisors
San Antonio,
Texas
|
$530K
|
-$23.6K
|
-251
|
-4%
|
|
|
819
|
Barnes Wealth Management Group
Bakersfield,
California
|
$530K
|
-$18.2K
|
-193
|
-3%
|
|
|
820
|
Mainstream Capital Management
Los Angeles,
California
|
$530K
|
-$59.3K
|
-630
|
-10%
|
|
|
821
|
Glenview Trust
Louisville,
Kentucky
|
$529K
|
-$16.5K
|
-175
|
-3%
|
|
|
822
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$528K
|
–
|
–
|
–
|
|
|
823
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$528K
|
-$105K
|
-1,118
|
-17%
|
|
|
824
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$528K
|
+$848
|
+9
|
+0.2%
|
|
|
825
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$527K
|
+$39.2K
|
+416
|
+8%
|
|
