|
551
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.08M
|
–
|
–
|
–
|
|
|
552
|
Lyell Wealth Management
Menlo Park,
California
|
$1.08M
|
-$191K
|
-4,406
|
-15%
|
|
|
553
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
554
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.07M
|
+$390K
|
+8,979
|
+58%
|
|
|
555
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.07M
|
-$25.9K
|
-596
|
-2%
|
|
|
556
|
CAZ Investments
Houston,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
557
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.06M
|
+$1.06M
|
+24,355
|
New
|
|
|
558
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.06M
|
+$76.1K
|
+1,751
|
+8%
|
|
|
559
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.06M
|
-$6.12K
|
-141
|
-0.6%
|
|
|
560
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.05M
|
-$52.6K
|
-1,210
|
-5%
|
|
|
561
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
562
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.05M
|
-$117K
|
-2,696
|
-10%
|
|
|
563
|
Newport Capital Group
Red Bank,
New Jersey
|
$1.05M
|
-$12.4K
|
-285
|
-1%
|
|
|
564
|
Evanson Asset Management
Carmel,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
565
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.04M
|
-$29.1K
|
-670
|
-3%
|
|
|
566
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.03M
|
+$6.95K
|
+160
|
+0.7%
|
|
|
567
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.02M
|
-$27.7K
|
-637
|
-3%
|
|
|
568
|
Bear Mountain Capital
Seattle,
Washington
|
$1.01M
|
-$57.2K
|
-1,318
|
-5%
|
|
|
569
|
Northeast Investment Management
Boston,
Massachusetts
|
$1.01M
|
-$410K
|
-9,434
|
-29%
|
|
|
570
|
Matisse Capital
Portland,
Oregon
|
$1M
|
–
|
–
|
–
|
|
|
571
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1M
|
+$551K
|
+12,687
|
+123%
|
|
|
572
|
Syntax Research
Boca Raton,
Florida
|
$995K
|
-$374K
|
-8,616
|
-27%
|
|
|
573
|
Leo Wealth LLC
Hurst,
Texas
|
$995K
|
–
|
–
|
–
|
|
|
574
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$993K
|
–
|
–
|
–
|
|
|
575
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$984K
|
-$245K
|
-5,652
|
-20%
|
|
