|
551
|
LM Advisors
San Diego,
California
|
$644K
|
+$264K
|
+5,911
|
+68%
|
|
|
552
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$640K
|
-$77.9K
|
-1,745
|
-9%
|
|
|
553
|
Principal Securities
Des Moines,
Iowa
|
$639K
|
–
|
–
|
–
|
|
|
554
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$629K
|
–
|
–
|
–
|
|
|
555
|
Mission Wealth Management
Santa Barbara,
California
|
$627K
|
-$31.2K
|
-699
|
-5%
|
|
|
556
|
Horizon Investments
Charlotte,
North Carolina
|
$627K
|
+$29.1K
|
+653
|
+5%
|
|
|
557
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$620K
|
+$60.9K
|
+1,365
|
+11%
|
|
|
558
|
Montgomery Investment Management
Rockville,
Maryland
|
$620K
|
–
|
–
|
–
|
|
|
559
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$615K
|
–
|
–
|
–
|
|
|
560
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$612K
|
+$622K
|
+13,933
|
New
|
|
|
561
|
Zuckerman Investment Group
Chicago,
Illinois
|
$612K
|
–
|
–
|
–
|
|
|
562
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$609K
|
+$13.1K
|
+293
|
+2%
|
|
|
563
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$606K
|
+$1.11K
|
+25
|
+0.2%
|
|
|
564
|
Roberts Capital Advisors
Denver,
Colorado
|
$605K
|
+$614K
|
+13,769
|
New
|
|
|
565
|
Chesapeake Asset Management
New York
|
$605K
|
+$509K
|
+11,410
|
+485%
|
|
|
566
|
KeyBank National Association
Cleveland,
Ohio
|
$601K
|
+$54.7K
|
+1,226
|
+10%
|
|
|
567
|
Coldstream Capital Management
Bellevue,
Washington
|
$597K
|
-$9.73K
|
-218
|
-2%
|
|
|
568
|
Ashton Thomas Securities
Rochester,
New York
|
$594K
|
+$6.47K
|
+145
|
+1%
|
|
|
569
|
Estabrook Capital Management
New York
|
$586K
|
-$178K
|
-4,000
|
-23%
|
|
|
570
|
CoreCommodity Management
Stamford,
Connecticut
|
$584K
|
-$1.18M
|
-26,432
|
-67%
|
|
|
571
|
Kestra Private Wealth Services
Austin,
Texas
|
$580K
|
-$502K
|
-11,253
|
-46%
|
|
|
572
|
Eastern Bank
Boston,
Massachusetts
|
$580K
|
+$511K
|
+11,451
|
+658%
|
|
|
573
|
GAMMA Investing
Foster City,
California
|
$578K
|
+$128K
|
+2,872
|
+28%
|
|
|
574
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$576K
|
+$156K
|
+3,486
|
+36%
|
|
|
575
|
Neo Ivy Capital Management
New York
|
$564K
|
+$572K
|
+12,824
|
New
|
|
