|
751
|
Graypoint LLC
Albany,
New York
|
$1.2M
|
+$49.2K
|
+769
|
+4%
|
|
|
752
|
BTR Capital Management
Oakland,
California
|
$1.2M
|
-$264K
|
-4,130
|
-18%
|
|
|
753
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.18M
|
–
|
–
|
–
|
|
|
754
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.18M
|
-$99.3K
|
-1,552
|
-8%
|
|
|
755
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.18M
|
-$6.66K
|
-104
|
-0.6%
|
|
|
756
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$1.17M
|
-$367K
|
-5,735
|
-5%
|
|
|
757
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.17M
|
-$49.6K
|
-775
|
-4%
|
|
|
758
|
Evanson Asset Management
Carmel,
California
|
$1.16M
|
-$209K
|
-3,268
|
-15%
|
|
|
759
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.16M
|
+$1.17M
|
+18,222
|
New
|
|
|
760
|
|
$1.15M
|
+$1.15M
|
+18,043
|
New
|
|
|
761
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$1.14M
|
–
|
–
|
–
|
|
|
762
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.14M
|
-$64.1K
|
-1,001
|
-5%
|
|
|
763
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$1.14M
|
+$6.21K
|
+97
|
+0.5%
|
|
|
764
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.14M
|
-$6.72K
|
-105
|
-0.6%
|
|
|
765
|
Trellis Advisors
Ellensburg,
Washington
|
$1.13M
|
–
|
–
|
–
|
|
|
766
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.13M
|
+$49.1K
|
+767
|
+5%
|
|
|
767
|
SimpliFi Inc
San Diego,
California
|
$1.13M
|
+$211K
|
+3,298
|
+23%
|
|
|
768
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.13M
|
+$26.2K
|
+410
|
+2%
|
|
|
769
|
Wedbush Securities
Los Angeles,
California
|
$1.13M
|
-$38.1K
|
-595
|
-3%
|
|
|
770
|
Rikoon Group
Santa Fe,
New Mexico
|
$1.12M
|
+$16.1K
|
+251
|
+1%
|
|
|
771
|
Kore Private Wealth
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
772
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.11M
|
–
|
–
|
–
|
|
|
773
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.11M
|
-$101K
|
-1,580
|
-8%
|
|
|
774
|
Reston Wealth Management
Reston,
Virginia
|
$1.09M
|
–
|
–
|
–
|
|
|
775
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$1.09M
|
-$55K
|
-860
|
-5%
|
|
