|
701
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.22M
|
–
|
–
|
–
|
|
|
702
|
|
$1.22M
|
+$1.19M
|
+20,214
|
+1,649%
|
|
|
703
|
Pacific Financial Group
Bellevue,
Washington
|
$1.22M
|
+$75.3K
|
+1,281
|
+6%
|
|
|
704
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.21M
|
-$37.6K
|
-640
|
-3%
|
|
|
705
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$1.2M
|
–
|
–
|
–
|
|
|
706
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.2M
|
-$129K
|
-2,188
|
-9%
|
|
|
707
|
Tocqueville Asset Management
New York
|
$1.2M
|
-$76.5K
|
-1,301
|
-6%
|
|
|
708
|
St Louis Trust
Saint Louis,
Missouri
|
$1.19M
|
+$76.9K
|
+1,307
|
+7%
|
|
|
709
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
710
|
Procyon Advisors
Shelton,
Connecticut
|
$1.18M
|
+$2.18K
|
+37
|
+0.2%
|
|
|
711
|
Oakworth Capital
Birmingham,
Alabama
|
$1.18M
|
-$2.35K
|
-40
|
-0.2%
|
|
|
712
|
Cullen Capital Management
New York
|
$1.18M
|
-$9.79M
|
-166,465
|
-89%
|
|
|
713
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.18M
|
–
|
–
|
–
|
|
|
714
|
Independent Family Office
Albany,
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
715
|
Bayban
Bayport,
Minnesota
|
$1.17M
|
–
|
–
|
–
|
|
|
716
|
ticino wealth
Mission Viejo,
California
|
$1.16M
|
+$389K
|
+6,611
|
+65%
|
|
|
717
|
JSF Financial
Los Angeles,
California
|
$1.16M
|
-$886K
|
-15,057
|
-42%
|
|
|
718
|
Klingman & Associates
New York
|
$1.16M
|
+$8.23K
|
+140
|
+0.7%
|
|
|
719
|
HUB Investment Partners
Austin,
Texas
|
$1.16M
|
+$108K
|
+1,840
|
+10%
|
|
|
720
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$1.15M
|
–
|
–
|
–
|
|
|
721
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.15M
|
+$412K
|
+7,000
|
+53%
|
|
|
722
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.15M
|
–
|
–
|
–
|
|
|
723
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1.15M
|
–
|
–
|
–
|
|
|
724
|
Tortoise Investment Management
White Plains,
New York
|
$1.15M
|
-$70.6K
|
-1,201
|
-6%
|
|
|
725
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.15M
|
-$289K
|
-4,914
|
-20%
|
|
