|
676
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
677
|
Procyon Advisors
Shelton,
Connecticut
|
$1.14M
|
-$39.3K
|
-723
|
-3%
|
|
|
678
|
Oakworth Capital
Birmingham,
Alabama
|
$1.14M
|
+$45.9K
|
+844
|
+4%
|
|
|
679
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.14M
|
+$260K
|
+4,773
|
+30%
|
|
|
680
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.13M
|
+$109
|
+2
|
+0%
|
|
|
681
|
Independent Family Office
Albany,
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
682
|
Bayban
Bayport,
Minnesota
|
$1.13M
|
+$1.12M
|
+20,682
|
New
|
|
|
683
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
684
|
Maven Securities
St Helier,
Jersey
|
$1.13M
|
+$1.12M
|
+20,563
|
New
|
|
|
685
|
XML Financial
Bethesda,
Maryland
|
$1.12M
|
-$14.8K
|
-273
|
-1%
|
|
|
686
|
M Holdings Securities
Portland,
Oregon
|
$1.12M
|
+$1.11M
|
+20,435
|
New
|
|
|
687
|
Webster Bank
Waterbury,
Connecticut
|
$1.11M
|
-$11.9K
|
-219
|
-1%
|
|
|
688
|
Klingman & Associates
New York
|
$1.11M
|
-$10.6K
|
-195
|
-1%
|
|
|
689
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.11M
|
+$1.1M
|
+20,270
|
New
|
|
|
690
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.11M
|
–
|
–
|
–
|
|
|
691
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.11M
|
+$2.94K
|
+54
|
+0.3%
|
|
|
692
|
Pacific Financial Group
Bellevue,
Washington
|
$1.1M
|
-$41K
|
-753
|
-4%
|
|
|
693
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.1M
|
-$200K
|
-3,677
|
-15%
|
|
|
694
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
695
|
NWAM LLC
Mercer Island,
Washington
|
$1.08M
|
-$119K
|
-2,183
|
-10%
|
|
|
696
|
Orin Green Financial
San Diego,
California
|
$1.08M
|
-$21.2K
|
-389
|
-2%
|
|
|
697
|
International Assets Investment Management
Orlando,
Florida
|
$1.08M
|
+$72.2K
|
+1,327
|
+7%
|
|
|
698
|
St Louis Trust
Saint Louis,
Missouri
|
$1.08M
|
–
|
–
|
–
|
|
|
699
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$1.07M
|
+$1.07M
|
+19,589
|
New
|
|
|
700
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$1.06M
|
-$193K
|
-3,540
|
-15%
|
|
