|
751
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.38M
|
-$3.38M
|
-56,860
|
-45%
|
|
|
752
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.37M
|
+$896K
|
+15,080
|
+28%
|
|
|
753
|
WealthShield Partners
Cary,
North Carolina
|
$4.37M
|
+$2.44M
|
+41,110
|
+145%
|
|
|
754
|
Wright Investors Service
Shelton,
Connecticut
|
$4.36M
|
-$965K
|
-16,240
|
-19%
|
|
|
755
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$4.33M
|
+$372K
|
+6,260
|
+10%
|
|
|
756
|
EFG Asset Management
Portland,
Oregon
|
$4.3M
|
-$371K
|
-6,240
|
-8%
|
|
|
757
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$4.27M
|
+$54.6K
|
+920
|
+1%
|
|
|
758
|
Graypoint LLC
Albany,
New York
|
$4.25M
|
+$384K
|
+6,470
|
+11%
|
|
|
759
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$4.23M
|
+$329K
|
+5,540
|
+9%
|
|
|
760
|
Bay Rivers Group
Williamsburg,
Virginia
|
$4.23M
|
-$22K
|
-370
|
-0.5%
|
|
|
761
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$4.2M
|
+$342K
|
+5,750
|
+9%
|
|
|
762
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$4.17M
|
-$5.35K
|
-90
|
-0.1%
|
|
|
763
|
Strategic Wealth Partners
Independence,
Ohio
|
$4.15M
|
+$643K
|
+10,830
|
+20%
|
|
|
764
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.13M
|
-$438K
|
-7,380
|
-10%
|
|
|
765
|
L & S Advisors
Los Angeles,
California
|
$4.13M
|
-$5.21M
|
-87,730
|
-57%
|
|
|
766
|
Metis Global Partners
San Diego,
California
|
$4.12M
|
+$1.67M
|
+28,100
|
+75%
|
|
|
767
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$4.11M
|
+$327K
|
+5,500
|
+9%
|
|
|
768
|
Insight Wealth Strategies
San Ramon,
California
|
$4.1M
|
+$1.01M
|
+16,960
|
+35%
|
|
|
769
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$4.09M
|
+$204K
|
+3,440
|
+6%
|
|
|
770
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$4.06M
|
+$185K
|
+3,110
|
+5%
|
|
|
771
|
IBM Retirement Fund
Armonk,
New York
|
$4.05M
|
-$123K
|
-2,070
|
-3%
|
|
|
772
|
West Oak Capital
Westlake Village,
California
|
$4.03M
|
-$201K
|
-3,390
|
-5%
|
|
|
773
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.01M
|
+$315K
|
+5,310
|
+9%
|
|
|
774
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.01M
|
+$422K
|
+7,110
|
+13%
|
|
|
775
|
Providence First Trust
Scottsdale,
Arizona
|
$4M
|
–
|
–
|
–
|
|
