|
801
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$597K
|
–
|
–
|
–
|
|
|
802
|
Holderness Investments Company
Greensboro,
North Carolina
|
$590K
|
-$10.5K
|
-150
|
-2%
|
|
|
803
|
Swiss Life Asset Management
Zurich,
|
$585K
|
-$255K
|
-3,625
|
-30%
|
|
|
804
|
Bremer Bank National Association
St Paul,
Minnesota
|
$584K
|
-$12.3K
|
-175
|
-2%
|
|
|
805
|
|
$580K
|
-$91.3K
|
-1,300
|
-13%
|
|
|
806
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$580K
|
-$28.1K
|
-400
|
-5%
|
|
|
807
|
Caprock Group
Boise,
Idaho
|
$580K
|
+$125K
|
+1,775
|
+26%
|
|
|
808
|
Advisory Services Network
Atlanta,
Georgia
|
$579K
|
-$17.6K
|
-250
|
-3%
|
|
|
809
|
Professional Financial Advisors
North Platte,
Nebraska
|
$579K
|
+$21.1K
|
+300
|
+3%
|
|
|
810
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$576K
|
+$290K
|
+4,125
|
+96%
|
|
|
811
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$575K
|
-$75.5K
|
-1,075
|
-11%
|
|
|
812
|
Clarius Group LLC
Seattle,
Washington
|
$571K
|
+$59.7K
|
+850
|
+11%
|
|
|
813
|
Wealthspire Advisors (New York)
New York
|
$566K
|
+$1.76K
|
+25
|
+0.3%
|
|
|
814
|
Malaga Cove Capital
Pv Estates,
California
|
$565K
|
+$580K
|
+8,250
|
New
|
|
|
815
|
Roosevelt Investment Group
New York
|
$564K
|
-$75.5K
|
-1,075
|
-12%
|
|
|
816
|
|
$562K
|
+$288K
|
+4,100
|
+99%
|
|
|
817
|
TDAM USA
Toronto,
Ontario, Canada
|
$561K
|
-$89.6K
|
-1,275
|
-13%
|
|
|
818
|
Acima Private Wealth
Richmond,
Virginia
|
$559K
|
-$7.03K
|
-100
|
-1%
|
|
|
819
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$558K
|
-$105K
|
-1,500
|
-16%
|
|
|
820
|
Formidable Asset Management
Cincinnati,
Ohio
|
$554K
|
+$12.3K
|
+175
|
+2%
|
|
|
821
|
Davenport & Co
Richmond,
Virginia
|
$551K
|
-$28.1K
|
-400
|
-5%
|
|
|
822
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$546K
|
+$135K
|
+1,925
|
+32%
|
|
|
823
|
CFM Wealth Partners
Austin,
Texas
|
$545K
|
-$31.6K
|
-450
|
-5%
|
|
|
824
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$545K
|
+$98.3K
|
+1,400
|
+21%
|
|
|
825
|
OneAscent Financial Services
Birmingham,
Alabama
|
$541K
|
-$35.1K
|
-500
|
-6%
|
|
