|
476
|
KWB Wealth
Redlands,
California
|
$944K
|
+$21.9K
|
+254
|
+2%
|
|
|
477
|
WorthPointe
La Jolla,
California
|
$939K
|
+$896K
|
+10,392
|
New
|
|
|
478
|
JSF Financial
Los Angeles,
California
|
$935K
|
+$891K
|
+10,340
|
New
|
|
|
479
|
QRG Capital Management
Chicago,
Illinois
|
$933K
|
+$4.4K
|
+51
|
+0.5%
|
|
|
480
|
Talon Private Wealth
The Villages,
Florida
|
$932K
|
+$889K
|
+10,306
|
New
|
|
|
481
|
Richard W. Paul & Associates
Novi,
Michigan
|
$919K
|
-$137K
|
-1,591
|
-14%
|
|
|
482
|
Global Endowment Management
Charlotte,
North Carolina
|
$904K
|
–
|
–
|
–
|
|
|
483
|
|
$892K
|
+$851K
|
+9,871
|
New
|
|
|
484
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$888K
|
-$196K
|
-2,272
|
-19%
|
|
|
485
|
Holt Capital Partners
Fort Worth,
Texas
|
$878K
|
+$461K
|
+5,350
|
+123%
|
|
|
486
|
Magnus Financial Group
New York
|
$875K
|
+$514K
|
+5,958
|
+160%
|
|
|
487
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$869K
|
+$17.3K
|
+201
|
+2%
|
|
|
488
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$857K
|
-$15.6K
|
-181
|
-2%
|
|
|
489
|
Summit Financial
Parsippany,
New Jersey
|
$843K
|
+$804K
|
+9,328
|
New
|
|
|
490
|
9258 Wealth Management
Blue Ash,
Ohio
|
$840K
|
-$413K
|
-4,786
|
-34%
|
|
|
491
|
CWC Advisors
Lake Oswego,
Oregon
|
$834K
|
+$796K
|
+9,230
|
New
|
|
|
492
|
SP Asset Management
Cupertino,
California
|
$833K
|
+$2.07K
|
+24
|
+0.3%
|
|
|
493
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$826K
|
-$56.1K
|
-651
|
-7%
|
|
|
494
|
D.A. Davidson & Co
Great Falls,
Montana
|
$823K
|
-$128K
|
-1,484
|
-14%
|
|
|
495
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$811K
|
-$12.6K
|
-146
|
-2%
|
|
|
496
|
First Horizon Advisors
Memphis,
Tennessee
|
$803K
|
-$14.5K
|
-168
|
-2%
|
|
|
497
|
Great Lakes Advisors
Chicago,
Illinois
|
$803K
|
+$766K
|
+8,882
|
New
|
|
|
498
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$802K
|
+$765K
|
+8,874
|
New
|
|
|
499
|
Coppell Advisory Solutions
Coppell,
Texas
|
$801K
|
-$178K
|
-2,069
|
-19%
|
|
|
500
|
Global Financial Private Client
Sarasota,
Florida
|
$800K
|
+$1.47K
|
+17
|
+0.2%
|
|
