|
3076
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$6.22M
|
+$606
|
+3
|
+0%
|
|
|
3077
|
North Berkeley Wealth Management
Berkeley,
California
|
$6.22M
|
+$204K
|
+1,008
|
+3%
|
|
|
3078
|
|
$6.22M
|
-$46.4K
|
-230
|
-0.8%
|
|
|
3079
|
Triad Wealth Partners
Lawrence,
Kansas
|
$6.22M
|
+$1.05M
|
+5,202
|
+21%
|
|
|
3080
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$6.21M
|
+$114K
|
+565
|
+2%
|
|
|
3081
|
Dodge & Cox
San Francisco,
California
|
$6.21M
|
+$626K
|
+3,100
|
+11%
|
|
|
3082
|
AHL Investment Management
Winter Park,
Florida
|
$6.2M
|
-$17.6K
|
-87
|
-0.3%
|
|
|
3083
|
Five Oceans Advisors
Santa Monica,
California
|
$6.19M
|
-$34.1K
|
-169
|
-0.6%
|
|
|
3084
|
QTR Family Wealth
Lake Mary,
Florida
|
$6.18M
|
+$641K
|
+3,172
|
+12%
|
|
|
3085
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.17M
|
-$24K
|
-119
|
-0.4%
|
|
|
3086
|
Harper Investing
Santa Clara,
California
|
$6.17M
|
+$145K
|
+718
|
+2%
|
|
|
3087
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$6.17M
|
-$2.36M
|
-11,667
|
-28%
|
|
|
3088
|
Catalina Capital Group
Torrance,
California
|
$6.17M
|
-$933K
|
-4,620
|
-13%
|
|
|
3089
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$6.17M
|
-$134K
|
-665
|
-2%
|
|
|
3090
|
Ruggaard & Associates
Hudson,
Ohio
|
$6.17M
|
+$1.41K
|
+7
|
+0%
|
|
|
3091
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$6.16M
|
-$1.18M
|
-5,840
|
-16%
|
|
|
3092
|
Greykasell Wealth Strategies
Danville,
California
|
$6.16M
|
-$209K
|
-1,034
|
-3%
|
|
|
3093
|
|
$6.16M
|
–
|
–
|
–
|
|
|
3094
|
Paloma Partners
Greenwich,
Connecticut
|
$6.16M
|
+$6.06M
|
+30,000
|
New
|
|
|
3095
|
Gries Financial
Cleveland,
Ohio
|
$6.14M
|
-$376K
|
-1,860
|
-6%
|
|
|
3096
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$6.12M
|
+$291K
|
+1,439
|
+5%
|
|
|
3097
|
|
$6.12M
|
-$163K
|
-807
|
-3%
|
|
|
3098
|
Bowman & Company
Oshkosh,
Wisconsin
|
$6.12M
|
+$27.5K
|
+136
|
+0.5%
|
|
|
3099
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$6.12M
|
+$147K
|
+728
|
+3%
|
|
|
3100
|
Values Added Financial
Washington,
District of Columbia
|
$6.11M
|
-$1.04M
|
-5,174
|
-15%
|
|
