|
551
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.06M
|
–
|
–
|
–
|
|
|
552
|
Next Capital Management
New York
|
$1.05M
|
+$63.4K
|
+1,600
|
+6%
|
|
|
553
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.04M
|
-$7.33K
|
-185
|
-0.7%
|
|
|
554
|
Phocas Financial Corp
Alameda,
California
|
$1.04M
|
+$4.75K
|
+120
|
+0.4%
|
|
|
555
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.04M
|
-$6.85K
|
-173
|
-0.6%
|
|
|
556
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.04M
|
+$17.9K
|
+451
|
+2%
|
|
|
557
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.03M
|
+$112K
|
+2,840
|
+12%
|
|
|
558
|
First Bank & Trust
Brookings,
South Dakota
|
$1.02M
|
–
|
–
|
–
|
|
|
559
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.01M
|
+$17.3K
|
+436
|
+2%
|
|
|
560
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1.01M
|
+$186K
|
+4,701
|
+21%
|
|
|
561
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.01M
|
-$14.1K
|
-355
|
-1%
|
|
|
562
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.01M
|
-$11.9K
|
-300
|
-1%
|
|
|
563
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$1.01M
|
+$16.8K
|
+425
|
+2%
|
|
|
564
|
Welch & Forbes
Boston,
Massachusetts
|
$1M
|
-$39.9K
|
-1,008
|
-4%
|
|
|
565
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1M
|
–
|
–
|
–
|
|
|
566
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$994K
|
+$115K
|
+2,912
|
+13%
|
|
|
567
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$991K
|
-$61.8K
|
-1,560
|
-6%
|
|
|
568
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$986K
|
–
|
–
|
–
|
|
|
569
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$984K
|
+$27.1K
|
+685
|
+3%
|
|
|
570
|
Sonata Capital Group
Seattle,
Washington
|
$982K
|
+$4.71K
|
+119
|
+0.5%
|
|
|
571
|
Y-Intercept (HK)
Hong Kong
|
$980K
|
+$1.02M
|
+25,832
|
New
|
|
|
572
|
Citizens Business Bank
Ontario,
California
|
$964K
|
-$3.09M
|
-78,049
|
-75%
|
|
|
573
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$961K
|
–
|
–
|
–
|
|
|
574
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$959K
|
+$1.9K
|
+48
|
+0.2%
|
|
|
575
|
Steph & Co
Marinette,
Wisconsin
|
$958K
|
-$452K
|
-11,416
|
-31%
|
|
