|
601
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$921K
|
–
|
–
|
–
|
|
|
602
|
Arrien Investments
Boise,
Idaho
|
$921K
|
-$164K
|
-3,802
|
-16%
|
|
|
603
|
Farther Finance Advisors
San Francisco,
California
|
$917K
|
+$211K
|
+4,883
|
+32%
|
|
|
604
|
RBF Capital
San Francisco,
California
|
$917K
|
–
|
–
|
–
|
|
|
605
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$916K
|
+$138K
|
+3,193
|
+19%
|
|
|
606
|
Sovereign Financial Group
Stamford,
Connecticut
|
$909K
|
-$44.8K
|
-1,040
|
-5%
|
|
|
607
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$906K
|
–
|
–
|
–
|
|
|
608
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$906K
|
+$17.2K
|
+400
|
+2%
|
|
|
609
|
Resolute Advisors
San Francisco,
California
|
$903K
|
+$7.46K
|
+173
|
+0.9%
|
|
|
610
|
DGS Capital Management
Jersey City,
New Jersey
|
$901K
|
-$94.5K
|
-2,191
|
-10%
|
|
|
611
|
Chevy Chase Trust
Bethesda,
Maryland
|
$898K
|
+$845K
|
+19,587
|
New
|
|
|
612
|
BluePointe Capital Management
Menlo Park,
California
|
$884K
|
-$597K
|
-13,849
|
-42%
|
|
|
613
|
MMBG Investment Advisors
Miami,
Florida
|
$882K
|
–
|
–
|
–
|
|
|
614
|
Welch & Forbes
Boston,
Massachusetts
|
$882K
|
-$43.1K
|
-1,000
|
-5%
|
|
|
615
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$877K
|
-$363K
|
-8,409
|
-31%
|
|
|
616
|
Klingman & Associates
New York
|
$872K
|
–
|
–
|
–
|
|
|
617
|
Whalerock Point Partners
Providence,
Rhode Island
|
$871K
|
–
|
–
|
–
|
|
|
618
|
CIC Wealth
Rockville,
Maryland
|
$869K
|
+$9.05K
|
+210
|
+1%
|
|
|
619
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$869K
|
-$284K
|
-6,577
|
-26%
|
|
|
620
|
Patten & Patten
Chattanooga,
Tennessee
|
$863K
|
-$399K
|
-9,245
|
-33%
|
|
|
621
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$863K
|
+$29.4K
|
+682
|
+4%
|
|
|
622
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$859K
|
-$428K
|
-9,930
|
-35%
|
|
|
623
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$858K
|
+$145K
|
+3,357
|
+22%
|
|
|
624
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$858K
|
+$145K
|
+3,357
|
+22%
|
|
|
625
|
RiverGlades Family Offices
Naples,
Florida
|
$856K
|
–
|
–
|
–
|
|
