|
401
|
Abbrea Capital
Greenbrae,
California
|
$2.2M
|
–
|
–
|
–
|
|
|
402
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$2.19M
|
+$54.8K
|
+1,377
|
+3%
|
|
|
403
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.19M
|
-$69.8K
|
-1,755
|
-3%
|
|
|
404
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.18M
|
-$146K
|
-3,671
|
-6%
|
|
|
405
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.17M
|
+$87.4K
|
+2,199
|
+4%
|
|
|
406
|
Parsec Financial Management
Asheville,
North Carolina
|
$2.17M
|
-$29.2K
|
-735
|
-1%
|
|
|
407
|
Belpointe Asset Management
Reno,
Nevada
|
$2.16M
|
+$544K
|
+13,693
|
+33%
|
|
|
408
|
Spire Wealth Management
Mclean,
Virginia
|
$2.15M
|
+$441K
|
+11,094
|
+26%
|
|
|
409
|
Oppenheimer Asset Management
New York
|
$2.15M
|
-$89.7K
|
-2,257
|
-4%
|
|
|
410
|
Providence First Trust
Scottsdale,
Arizona
|
$2.1M
|
+$59K
|
+1,484
|
+3%
|
|
|
411
|
Institute for Wealth Management
Denver,
Colorado
|
$2.1M
|
+$105K
|
+2,630
|
+5%
|
|
|
412
|
Quest Investment Management
Lake Oswego,
Oregon
|
$2.09M
|
+$824K
|
+20,733
|
+65%
|
|
|
413
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.05M
|
–
|
–
|
–
|
|
|
414
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$2.04M
|
+$367K
|
+9,230
|
+22%
|
|
|
415
|
Wellington Management Group
Boston,
Massachusetts
|
$2.04M
|
+$2.06M
|
+51,723
|
New
|
|
|
416
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$2.04M
|
+$2.05M
|
+51,612
|
New
|
|
|
417
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.03M
|
-$62.7K
|
-1,576
|
-3%
|
|
|
418
|
Fulcrum Capital
Seattle,
Washington
|
$2.02M
|
-$399K
|
-10,025
|
-16%
|
|
|
419
|
Atria Investments
Charlotte,
North Carolina
|
$2.02M
|
-$627K
|
-15,776
|
-24%
|
|
|
420
|
Grove Bank & Trust
Miami,
Florida
|
$2.01M
|
+$183K
|
+4,608
|
+10%
|
|
|
421
|
Veritable
Wilmington,
Delaware
|
$2.01M
|
-$49.3K
|
-1,241
|
-2%
|
|
|
422
|
Independent Family Office
Albany,
New York
|
$2M
|
-$23.7K
|
-595
|
-1%
|
|
|
423
|
HoyleCohen
San Diego,
California
|
$1.98M
|
-$122K
|
-3,080
|
-6%
|
|
|
424
|
Soros Fund Management
New York
|
$1.97M
|
+$1.99M
|
+50,000
|
New
|
|
|
425
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.96M
|
-$87.5K
|
-2,200
|
-4%
|
|
