|
651
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$458K
|
–
|
–
|
–
|
|
|
652
|
Saxon Interests
Houston,
Texas
|
$457K
|
-$55.7K
|
-1,109
|
-11%
|
|
|
653
|
Pathstone Family Office
Englewood,
New Jersey
|
$453K
|
–
|
–
|
–
|
|
|
654
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$452K
|
+$123K
|
+2,457
|
+38%
|
|
|
655
|
Mattern Capital Management
Lakewood,
Colorado
|
$450K
|
-$9.64K
|
-192
|
-2%
|
|
|
656
|
My Legacy Advisors
Bend,
Oregon
|
$449K
|
-$106K
|
-2,104
|
-19%
|
|
|
657
|
Destiny Wealth Partners
Tavares,
Florida
|
$445K
|
+$157K
|
+3,125
|
+55%
|
|
|
658
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$442K
|
-$8.94K
|
-178
|
-2%
|
|
|
659
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$434K
|
+$224K
|
+4,454
|
+108%
|
|
|
660
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$433K
|
-$140K
|
-2,789
|
-25%
|
|
|
661
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$431K
|
-$912K
|
-18,160
|
-68%
|
|
|
662
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$430K
|
–
|
–
|
–
|
|
|
663
|
ASB Consultores
Aventura,
Florida
|
$426K
|
+$60K
|
+1,195
|
+17%
|
|
|
664
|
HB Wealth Management
Atlanta,
Georgia
|
$417K
|
–
|
–
|
–
|
|
|
665
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$416K
|
-$30.5K
|
-607
|
-7%
|
|
|
666
|
Regis Acquisition
Denver,
Colorado
|
$415K
|
+$412K
|
+8,200
|
New
|
|
|
667
|
Bessemer Group
Woodbridge,
New Jersey
|
$413K
|
+$156K
|
+3,113
|
+62%
|
|
|
668
|
Horan Securities
Cincinnati,
United States
|
$413K
|
-$20.7K
|
-413
|
-5%
|
|
|
669
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$410K
|
-$646K
|
-12,872
|
-61%
|
|
|
670
|
HFG Wealth Management
The Woodlands,
Texas
|
$410K
|
+$406K
|
+8,095
|
New
|
|
|
671
|
Icon Wealth Partners
Houston,
Texas
|
$410K
|
+$406K
|
+8,087
|
New
|
|
|
672
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$408K
|
+$351
|
+7
|
+0.1%
|
|
|
673
|
Versant Capital Management
Phoenix,
Arizona
|
$406K
|
-$4.27K
|
-85
|
-1%
|
|
|
674
|
Frank Rimerman Advisors
Palo Alto,
California
|
$405K
|
–
|
–
|
–
|
|
|
675
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$403K
|
+$78.5K
|
+1,564
|
+24%
|
|
