|
676
|
Atria Wealth Solutions
New York
|
$2.4M
|
-$209K
|
-969
|
-8%
|
|
|
677
|
Bourgeon Capital Management
Darien,
Connecticut
|
$2.39M
|
+$389K
|
+1,800
|
+18%
|
|
|
678
|
Capstone Investment Advisors
New York
|
$2.39M
|
+$1.93M
|
+8,923
|
+304%
|
|
|
679
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$2.39M
|
-$23.8K
|
-110
|
-0.9%
|
|
|
680
|
Great Lakes Retirement
Sandusky,
Ohio
|
$2.37M
|
-$9.08K
|
-42
|
-0.4%
|
|
|
681
|
SignatureFD
Atlanta,
Georgia
|
$2.36M
|
+$24K
|
+111
|
+1%
|
|
|
682
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$2.36M
|
-$97.3K
|
-450
|
-4%
|
|
|
683
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$2.32M
|
+$293K
|
+1,356
|
+13%
|
|
|
684
|
UMB Bank
Kansas City,
Missouri
|
$2.31M
|
-$24.2K
|
-112
|
-1%
|
|
|
685
|
United Services Automobile Association
San Antonio,
Texas
|
$2.3M
|
–
|
–
|
–
|
|
|
686
|
Broadwater Capital
Boston,
Massachusetts
|
$2.27M
|
-$64.8K
|
-300
|
-3%
|
|
|
687
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.26M
|
-$828K
|
-3,830
|
-25%
|
|
|
688
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.25M
|
-$35.7K
|
-165
|
-1%
|
|
|
689
|
Silvercrest Asset Management
New York
|
$2.25M
|
+$152K
|
+705
|
+7%
|
|
|
690
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.25M
|
+$216
|
+1
|
+0%
|
|
|
691
|
West Michigan Advisors
Holland,
Michigan
|
$2.24M
|
+$121K
|
+558
|
+5%
|
|
|
692
|
Parallax Volatility Advisers
San Francisco,
California
|
$2.23M
|
+$2.39M
|
+11,049
|
New
|
|
|
693
|
First National Trust
Hermitage,
Pennsylvania
|
$2.21M
|
-$115K
|
-533
|
-5%
|
|
|
694
|
GAMMA Investing
Foster City,
California
|
$2.21M
|
+$500K
|
+2,314
|
+27%
|
|
|
695
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$2.21M
|
-$47.1K
|
-218
|
-2%
|
|
|
696
|
Penobscot Investment Management
Boston,
Massachusetts
|
$2.2M
|
-$106K
|
-490
|
-4%
|
|
|
697
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$2.2M
|
+$1.56M
|
+7,239
|
+198%
|
|
|
698
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.19M
|
+$46K
|
+213
|
+2%
|
|
|
699
|
Westpac Banking Corp
Sydney,
Australia
|
$2.18M
|
+$1.07M
|
+4,937
|
+84%
|
|
|
700
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$2.18M
|
+$42.4K
|
+196
|
+2%
|
|
