|
601
|
Private Trust Company
Cleveland,
Ohio
|
$1.01M
|
+$3.31K
|
+7
|
+0.3%
|
|
|
602
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.01M
|
-$321K
|
-679
|
-25%
|
|
|
603
|
Quartz Partners
Saratoga Springs,
New York
|
$1M
|
-$15.1K
|
-32
|
-2%
|
|
|
604
|
Strait & Sound Wealth Management
San Francisco,
California
|
$1M
|
-$6.15K
|
-13
|
-0.6%
|
|
|
605
|
Allie Family Office
Miami,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
606
|
Bailard
Foster City,
California
|
$1,000K
|
-$47.8K
|
-101
|
-5%
|
|
|
607
|
Vise Technologies
New York
|
$999K
|
+$691K
|
+1,460
|
+236%
|
|
|
608
|
|
$992K
|
-$54.8M
|
-115,950
|
-98%
|
|
|
609
|
Boston Research & Management
Manchester,
Massachusetts
|
$986K
|
-$170K
|
-360
|
-15%
|
|
|
610
|
Holderness Investments Company
Greensboro,
North Carolina
|
$983K
|
+$36.4K
|
+77
|
+4%
|
|
|
611
|
Gables Capital Management
Miami,
Florida
|
$976K
|
-$22.7K
|
-48
|
-2%
|
|
|
612
|
Capital Performance Advisors
Walnut Creek,
California
|
$976K
|
+$67.6K
|
+143
|
+8%
|
|
|
613
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$973K
|
–
|
–
|
–
|
|
|
614
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$970K
|
-$638K
|
-1,349
|
-40%
|
|
|
615
|
Clear Point Advisors
Melville,
New York
|
$969K
|
-$134K
|
-284
|
-12%
|
|
|
616
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$961K
|
–
|
–
|
–
|
|
|
617
|
SIH Partners
Wilmington,
Delaware
|
$961K
|
–
|
–
|
–
|
|
|
618
|
Pegasus Asset Management
Montebello,
New York
|
$960K
|
-$11.4K
|
-24
|
-1%
|
|
|
619
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$954K
|
-$33.1K
|
-70
|
-3%
|
|
|
620
|
Coldstream Capital Management
Bellevue,
Washington
|
$949K
|
+$631K
|
+1,333
|
+208%
|
|
|
621
|
United Bank (Virginia)
Vienna,
Virginia
|
$934K
|
–
|
–
|
–
|
|
|
622
|
First Trust Advisors
Wheaton,
Illinois
|
$931K
|
+$134K
|
+284
|
+17%
|
|
|
623
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$921K
|
-$7.1K
|
-15
|
-0.8%
|
|
|
624
|
SeaCrest Wealth Management
Purchase,
New York
|
$918K
|
+$946
|
+2
|
+0.1%
|
|
|
625
|
|
$910K
|
–
|
–
|
–
|
|
