|
801
|
Evergreen Capital Management
Bellevue,
Washington
|
$553K
|
–
|
–
|
–
|
|
|
802
|
Pine Valley Investments
Marlton,
New Jersey
|
$553K
|
+$18K
|
+228
|
+3%
|
|
|
803
|
Westwood Holdings Group
Dallas,
Texas
|
$551K
|
+$11K
|
+139
|
+2%
|
|
|
804
|
SpringVest Wealth Management
Dallas,
Texas
|
$550K
|
-$69.2K
|
-877
|
-11%
|
|
|
805
|
Capital Insight Partners
Scottsdale,
Arizona
|
$550K
|
-$226K
|
-2,863
|
-29%
|
|
|
806
|
Centennial Advisors
Austin,
Texas
|
$549K
|
+$550K
|
+6,971
|
New
|
|
|
807
|
Tectonic Advisors
Frisco,
Texas
|
$549K
|
–
|
–
|
–
|
|
|
808
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$548K
|
-$588K
|
-7,457
|
-52%
|
|
|
809
|
McLaughlin Asset Management
Danville,
Illinois
|
$547K
|
+$548K
|
+6,946
|
New
|
|
|
810
|
Dutch Asset Corp
Selkirk,
New York
|
$547K
|
+$548K
|
+6,944
|
New
|
|
|
811
|
Samalin Investment Counsel
Chappaqua,
New York
|
$546K
|
+$547K
|
+6,929
|
New
|
|
|
812
|
Redwood Investment Management
Scottsdale,
Arizona
|
$546K
|
-$61.9K
|
-785
|
-10%
|
|
|
813
|
Chatham Capital Group
Savannah,
Georgia
|
$545K
|
-$3.55K
|
-45
|
-0.6%
|
|
|
814
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$544K
|
–
|
–
|
–
|
|
|
815
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$542K
|
-$13.3K
|
-168
|
-2%
|
|
|
816
|
Life Planning Partners
Jacksonville,
Florida
|
$541K
|
–
|
–
|
–
|
|
|
817
|
World Equity Group
Schaumburg,
Illinois
|
$540K
|
+$16.7K
|
+212
|
+3%
|
|
|
818
|
Valley Financial Group
Ambler,
Pennsylvania
|
$537K
|
-$631K
|
-8,003
|
-54%
|
|
|
819
|
Summit Wealth Group
White River Junction,
Vermont
|
$533K
|
-$69K
|
-874
|
-11%
|
|
|
820
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$533K
|
-$44.7K
|
-566
|
-8%
|
|
|
821
|
Modern Wealth Management
Lenexa,
Kansas
|
$532K
|
+$244K
|
+3,090
|
+84%
|
|
|
822
|
Tortoise Investment Management
White Plains,
New York
|
$531K
|
+$30.5K
|
+387
|
+6%
|
|
|
823
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$530K
|
+$105K
|
+1,334
|
+25%
|
|
|
824
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$530K
|
-$35K
|
-444
|
-6%
|
|
|
825
|
Duncker Streett & Co
St. Louis,
Missouri
|
$529K
|
–
|
–
|
–
|
|
