|
426
|
Sequent Planning
Omaha,
Nebraska
|
$766K
|
+$95.6K
|
+387
|
+14%
|
|
|
427
|
Bay Colony Advisors
Concord,
Massachusetts
|
$765K
|
-$74.6K
|
-302
|
-9%
|
|
|
428
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$765K
|
+$761K
|
+3,080
|
New
|
|
|
429
|
Kestra Private Wealth Services
Austin,
Texas
|
$762K
|
-$96.1K
|
-389
|
-11%
|
|
|
430
|
First Wilshire Securities Management
Pasadena,
California
|
$757K
|
–
|
–
|
–
|
|
|
431
|
Grandfield & Dodd
New York
|
$756K
|
–
|
–
|
–
|
|
|
432
|
Park Square Financial Group
Roswell,
Georgia
|
$756K
|
+$35.1K
|
+142
|
+5%
|
|
|
433
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$753K
|
+$750K
|
+3,033
|
New
|
|
|
434
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$745K
|
–
|
–
|
–
|
|
|
435
|
Fiduciary Trust
Boston,
Massachusetts
|
$744K
|
-$17.5K
|
-71
|
-2%
|
|
|
436
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$743K
|
-$82.8K
|
-335
|
-10%
|
|
|
437
|
Dentgroup
Baton Rouge,
Louisiana
|
$741K
|
-$21.7K
|
-88
|
-3%
|
|
|
438
|
Ranch Capital Advisors
Sarasota,
Florida
|
$740K
|
+$247
|
+1
|
+0%
|
|
|
439
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$739K
|
-$17.5K
|
-71
|
-2%
|
|
|
440
|
Institute for Wealth Management
Denver,
Colorado
|
$736K
|
-$926K
|
-3,748
|
-56%
|
|
|
441
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$733K
|
-$1.73K
|
-7
|
-0.2%
|
|
|
442
|
Fountainhead AM
Warren,
New Jersey
|
$731K
|
+$254K
|
+1,029
|
+54%
|
|
|
443
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$727K
|
-$24K
|
-97
|
-3%
|
|
|
444
|
Belpointe Asset Management
Reno,
Nevada
|
$720K
|
+$26.9K
|
+109
|
+4%
|
|
|
445
|
Country Club Bank
Kansas City,
Missouri
|
$719K
|
–
|
–
|
–
|
|
|
446
|
World Investment Advisors
Santa Barbara,
California
|
$717K
|
-$13.1K
|
-53
|
-2%
|
|
|
447
|
Charles Schwab
San Francisco,
California
|
$716K
|
-$60.3K
|
-244
|
-8%
|
|
|
448
|
LPWM LLC
Minneapolis,
Minnesota
|
$706K
|
-$63.5K
|
-257
|
-8%
|
|
|
449
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$703K
|
–
|
–
|
–
|
|
|
450
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$698K
|
+$233K
|
+944
|
+51%
|
|
