|
401
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$8.73M
|
-$766K
|
-6,606
|
-8%
|
|
|
402
|
9258 Wealth Management
Blue Ash,
Ohio
|
$8.67M
|
+$644K
|
+5,555
|
+8%
|
|
|
403
|
Rockland Trust
Hanover,
Massachusetts
|
$8.65M
|
-$18.3K
|
-158
|
-0.2%
|
|
|
404
|
Connable Office Inc
Kalamazoo,
Michigan
|
$8.56M
|
+$695K
|
+5,996
|
+9%
|
|
|
405
|
Summit Financial Group
Moorefield,
West Virginia
|
$8.51M
|
-$646K
|
-5,576
|
-7%
|
|
|
406
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$8.4M
|
+$4.46M
|
+38,502
|
+110%
|
|
|
407
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$8.27M
|
+$2.61M
|
+22,526
|
+46%
|
|
|
408
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$8.25M
|
–
|
–
|
–
|
|
|
409
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$8.16M
|
-$3.55M
|
-30,600
|
-30%
|
|
|
410
|
Beta Wealth Group
San Diego,
California
|
$7.98M
|
+$537K
|
+4,633
|
+7%
|
|
|
411
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$7.96M
|
+$8.04M
|
+69,364
|
New
|
|
|
412
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$7.89M
|
+$257K
|
+2,217
|
+3%
|
|
|
413
|
Mission Wealth Management
Santa Barbara,
California
|
$7.87M
|
-$1.31M
|
-11,264
|
-14%
|
|
|
414
|
Calamos Wealth Management
Naperville,
Illinois
|
$7.85M
|
-$723K
|
-6,241
|
-8%
|
|
|
415
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$7.67M
|
+$1.13M
|
+9,713
|
+17%
|
|
|
416
|
Plimoth Trust
Plymouth,
Massachusetts
|
$7.65M
|
+$48.9K
|
+422
|
+0.6%
|
|
|
417
|
Bellwether Advisors
Lincoln,
Nebraska
|
$7.61M
|
-$198K
|
-1,710
|
-3%
|
|
|
418
|
EP Wealth Advisors
Torrance,
California
|
$7.59M
|
-$3.56M
|
-30,693
|
-32%
|
|
|
419
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.58M
|
+$512K
|
+4,420
|
+7%
|
|
|
420
|
First National Bank of Omaha
Omaha,
Nebraska
|
$7.52M
|
+$855K
|
+7,375
|
+13%
|
|
|
421
|
Fermata Advisors
Sonoma,
California
|
$7.51M
|
+$3.59M
|
+30,989
|
+90%
|
|
|
422
|
Millennium Management
New York
|
$7.5M
|
-$14.5M
|
-124,689
|
-66%
|
|
|
423
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$7.46M
|
–
|
–
|
–
|
|
|
424
|
Scotia Capital
Toronto,
Ontario, Canada
|
$7.43M
|
-$2.51M
|
-21,663
|
-25%
|
|
|
425
|
Waverly Advisors
Birmingham,
Alabama
|
$7.31M
|
+$147K
|
+1,269
|
+2%
|
|
