|
576
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.02M
|
+$196K
|
+4,424
|
+22%
|
|
|
577
|
CAZ Investments
Houston,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
578
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.02M
|
-$124K
|
-2,808
|
-10%
|
|
|
579
|
Newport Capital Group
Red Bank,
New Jersey
|
$1.01M
|
-$37.6K
|
-849
|
-3%
|
|
|
580
|
|
$1.01M
|
-$447K
|
-10,083
|
-29%
|
|
|
581
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
582
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.01M
|
-$61.1K
|
-1,378
|
-5%
|
|
|
583
|
Evanson Asset Management
Carmel,
California
|
$999K
|
-$7.84K
|
-177
|
-0.7%
|
|
|
584
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$993K
|
-$33.5K
|
-755
|
-3%
|
|
|
585
|
NWAM LLC
Mercer Island,
Washington
|
$988K
|
-$154K
|
-3,485
|
-13%
|
|
|
586
|
Chevy Chase Trust
Bethesda,
Maryland
|
$982K
|
+$172K
|
+3,890
|
+20%
|
|
|
587
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$965K
|
-$288K
|
-6,505
|
-22%
|
|
|
588
|
Matisse Capital
Portland,
Oregon
|
$961K
|
–
|
–
|
–
|
|
|
589
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$955K
|
+$8.06K
|
+182
|
+0.8%
|
|
|
590
|
Tortoise Investment Management
White Plains,
New York
|
$954K
|
-$3.77K
|
-85
|
-0.4%
|
|
|
591
|
GHE LLC
Memphis,
Tennessee
|
$953K
|
–
|
–
|
–
|
|
|
592
|
Leo Wealth LLC
Hurst,
Texas
|
$952K
|
-$15.2K
|
-342
|
-1%
|
|
|
593
|
Legacy Capital Group California
Los Gatos,
California
|
$950K
|
+$6.87K
|
+155
|
+0.7%
|
|
|
594
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$946K
|
-$18.1M
|
-409,616
|
-95%
|
|
|
595
|
CreativeOne Wealth
Overland Park,
Kansas
|
$943K
|
+$217K
|
+4,887
|
+28%
|
|
|
596
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$940K
|
-$25.8K
|
-582
|
-3%
|
|
|
597
|
Tocqueville Asset Management
New York
|
$940K
|
-$13.3K
|
-300
|
-1%
|
|
|
598
|
XML Financial
Bethesda,
Maryland
|
$935K
|
-$109K
|
-2,449
|
-10%
|
|
|
599
|
Conning Inc
Hartford,
Connecticut
|
$932K
|
–
|
–
|
–
|
|
|
600
|
Mission Wealth Management
Santa Barbara,
California
|
$932K
|
-$51.5K
|
-1,163
|
-5%
|
|
