|
676
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$5.33M
|
-$106K
|
-2,194
|
-2%
|
|
|
677
|
Avantax Advisory Services
Dallas,
Texas
|
$5.29M
|
+$677K
|
+14,046
|
+14%
|
|
|
678
|
Perigon Wealth Management
San Francisco,
California
|
$5.26M
|
+$48.8K
|
+1,014
|
+0.9%
|
|
|
679
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$5.22M
|
+$976K
|
+20,254
|
+22%
|
|
|
680
|
Unison Asset Management
North Miami Beach,
Florida
|
$5.22M
|
–
|
–
|
–
|
|
|
681
|
Avitas Wealth Management
Los Angeles,
California
|
$5.17M
|
+$1.67M
|
+34,711
|
+46%
|
|
|
682
|
Integrated Advisors Network
Dallas,
Texas
|
$5.16M
|
+$877K
|
+18,203
|
+20%
|
|
|
683
|
Lido Advisors
Los Angeles,
California
|
$5.15M
|
-$27.7K
|
-575
|
-0.5%
|
|
|
684
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$5.14M
|
-$87.2K
|
-1,810
|
-2%
|
|
|
685
|
Karpas Strategies
Litchfield,
Connecticut
|
$5.13M
|
+$47K
|
+975
|
+0.9%
|
|
|
686
|
Park Avenue Securities
New York
|
$5.13M
|
+$434K
|
+9,016
|
+9%
|
|
|
687
|
R.M. Davis Inc
Portland,
Maine
|
$5.11M
|
+$76.9K
|
+1,597
|
+1%
|
|
|
688
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$5.1M
|
-$235K
|
-4,879
|
-4%
|
|
|
689
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$5.1M
|
+$189K
|
+3,930
|
+4%
|
|
|
690
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.07M
|
+$2.76M
|
+57,404
|
+113%
|
|
|
691
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$5.04M
|
-$107K
|
-2,215
|
-2%
|
|
|
692
|
Corient Capital Partners
Newport Beach,
California
|
$5.03M
|
+$436K
|
+9,044
|
+9%
|
|
|
693
|
Boston Research & Management
Manchester,
Massachusetts
|
$5M
|
+$78.7K
|
+1,634
|
+2%
|
|
|
694
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$4.99M
|
+$5.14M
|
+106,635
|
New
|
|
|
695
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.96M
|
+$45.8K
|
+950
|
+0.9%
|
|
|
696
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.96M
|
-$919K
|
-19,080
|
-15%
|
|
|
697
|
Telos Capital Management
San Diego,
California
|
$4.96M
|
+$205K
|
+4,260
|
+4%
|
|
|
698
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$4.94M
|
+$719K
|
+14,919
|
+16%
|
|
|
699
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.88M
|
+$534K
|
+11,088
|
+12%
|
|
|
700
|
Chatham Capital Group
Savannah,
Georgia
|
$4.87M
|
+$26K
|
+540
|
+0.5%
|
|
