|
401
|
Icon Wealth Partners
Houston,
Texas
|
$842K
|
-$132K
|
-5,382
|
-14%
|
|
|
402
|
Avior Wealth Management
Omaha,
Nebraska
|
$842K
|
–
|
–
|
–
|
|
|
403
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$837K
|
+$520K
|
+21,204
|
+172%
|
|
|
404
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$824K
|
–
|
–
|
–
|
|
|
405
|
Plancorp LLC
Saint Louis,
Missouri
|
$819K
|
–
|
–
|
–
|
|
|
406
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$818K
|
-$285K
|
-11,610
|
-26%
|
|
|
407
|
Coe Capital Management
Highland Park,
Illinois
|
$812K
|
–
|
–
|
–
|
|
|
408
|
Manchester Capital Management
Manchester,
Vermont
|
$808K
|
–
|
–
|
–
|
|
|
409
|
Dowling & Yahnke
San Diego,
California
|
$806K
|
–
|
–
|
–
|
|
|
410
|
Thomasville National Bank
Thomasville,
Georgia
|
$799K
|
+$38.3K
|
+1,560
|
+5%
|
|
|
411
|
Cordasco Financial Network
Naples,
Florida
|
$797K
|
+$6.47K
|
+264
|
+0.8%
|
|
|
412
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$784K
|
–
|
–
|
–
|
|
|
413
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$783K
|
-$22.1K
|
-900
|
-3%
|
|
|
414
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$775K
|
-$11K
|
-450
|
-1%
|
|
|
415
|
Freedom Investment Management
Hartford,
Connecticut
|
$773K
|
-$55.3K
|
-2,256
|
-7%
|
|
|
416
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$773K
|
–
|
–
|
–
|
|
|
417
|
Alpha Cubed Investments
Irvine,
California
|
$768K
|
-$24.6K
|
-1,002
|
-3%
|
|
|
418
|
Gofen & Glossberg
Chicago,
Illinois
|
$760K
|
–
|
–
|
–
|
|
|
419
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$751K
|
-$12.1K
|
-492
|
-2%
|
|
|
420
|
|
$746K
|
+$24K
|
+978
|
+3%
|
|
|
421
|
Millennium Management
New York
|
$745K
|
-$1.83M
|
-74,730
|
-71%
|
|
|
422
|
Aspiriant LLC
Los Angeles,
California
|
$743K
|
-$714K
|
-29,130
|
-49%
|
|
|
423
|
Donor Advised Charitable Giving
San Francisco,
California
|
$741K
|
+$174K
|
+7,110
|
+32%
|
|
|
424
|
Raymond James Trust
St. Petersburg,
Florida
|
$740K
|
-$49.1K
|
-2,004
|
-6%
|
|
|
425
|
Orser Capital Management
Southlake,
Texas
|
$723K
|
+$186K
|
+7,590
|
+37%
|
|
