|
476
|
IEQ Capital
Foster City,
California
|
$522K
|
+$71.9K
|
+2,202
|
+17%
|
|
|
477
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$520K
|
-$30.9K
|
-946
|
-6%
|
|
|
478
|
Coastwise Capital Group
La Jolla,
California
|
$520K
|
-$64.4K
|
-1,972
|
-11%
|
|
|
479
|
Burrus Financial Services
Salt Lake City,
Utah
|
$517K
|
-$11.8K
|
-360
|
-2%
|
|
|
480
|
Fiduciary Trust
Boston,
Massachusetts
|
$517K
|
+$69.2K
|
+2,119
|
+16%
|
|
|
481
|
Bessemer Group
Woodbridge,
New Jersey
|
$517K
|
+$6.72K
|
+206
|
+1%
|
|
|
482
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$517K
|
–
|
–
|
–
|
|
|
483
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$517K
|
+$11.3K
|
+346
|
+2%
|
|
|
484
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$516K
|
+$126K
|
+3,874
|
+34%
|
|
|
485
|
Wright Investors Service
Shelton,
Connecticut
|
$514K
|
-$48.1K
|
-1,473
|
-9%
|
|
|
486
|
MAI Capital Management
Independence,
Ohio
|
$511K
|
+$72.8K
|
+2,231
|
+17%
|
|
|
487
|
Farther Finance Advisors
San Francisco,
California
|
$510K
|
+$138K
|
+4,240
|
+39%
|
|
|
488
|
Straight Path Wealth Management
Jenison,
Michigan
|
$508K
|
–
|
–
|
–
|
|
|
489
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$507K
|
-$30.5K
|
-935
|
-6%
|
|
|
490
|
|
$507K
|
–
|
–
|
–
|
|
|
491
|
Finward Bancorp
Munster,
Indiana
|
$505K
|
-$16.2K
|
-495
|
-3%
|
|
|
492
|
Aprio Wealth Management
Atlanta,
Georgia
|
$505K
|
+$228K
|
+6,988
|
+88%
|
|
|
493
|
West Family Investments
Carlsbad,
California
|
$504K
|
–
|
–
|
–
|
|
|
494
|
Personal CFO Solutions
Chester,
New Jersey
|
$502K
|
-$555
|
-17
|
-0.1%
|
|
|
495
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$501K
|
+$5.06K
|
+155
|
+1%
|
|
|
496
|
MONECO Advisors
Fairfield,
Connecticut
|
$500K
|
-$38.5K
|
-1,180
|
-7%
|
|
|
497
|
BFSG LLC
Irvine,
California
|
$498K
|
+$109K
|
+3,353
|
+29%
|
|
|
498
|
Poehling Capital Management
Madison,
Wisconsin
|
$498K
|
–
|
–
|
–
|
|
|
499
|
|
$497K
|
–
|
–
|
–
|
|
|
500
|
Saxon Interests
Houston,
Texas
|
$494K
|
-$226K
|
-6,918
|
-32%
|
|
