|
626
|
HM Payson & Co
Portland,
Maine
|
$538K
|
–
|
–
|
–
|
|
|
627
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$537K
|
+$31.7K
|
+44
|
+6%
|
|
|
628
|
Concentrum Wealth Management
San Jose,
California
|
$537K
|
+$521K
|
+724
|
New
|
|
|
629
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$526K
|
+$510K
|
+709
|
New
|
|
|
630
|
James Hambro & Partners
London,
United Kingdom
|
$521K
|
–
|
–
|
–
|
|
|
631
|
Rothschild Investment LLC
Chicago,
Illinois
|
$521K
|
–
|
–
|
–
|
|
|
632
|
HighTower Trust
Houston,
Texas
|
$520K
|
-$46.1K
|
-64
|
-8%
|
|
|
633
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$519K
|
-$250K
|
-347
|
-33%
|
|
|
634
|
Alpine Woods Capital Investors
Purchase,
New York
|
$519K
|
–
|
–
|
–
|
|
|
635
|
Conway Capital Management
Burbank,
California
|
$515K
|
–
|
–
|
–
|
|
|
636
|
HoyleCohen
San Diego,
California
|
$511K
|
-$5.76K
|
-8
|
-1%
|
|
|
637
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$509K
|
-$82.8K
|
-115
|
-14%
|
|
|
638
|
Sequoia Financial Advisors
Akron,
Ohio
|
$509K
|
+$66.2K
|
+92
|
+15%
|
|
|
639
|
Tran Capital Management
San Rafael,
California
|
$500K
|
–
|
–
|
–
|
|
|
640
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$494K
|
+$158K
|
+219
|
+49%
|
|
|
641
|
Clare Market Investments
Dallas,
Texas
|
$493K
|
+$302K
|
+420
|
+171%
|
|
|
642
|
Laurion Capital Management
New York
|
$492K
|
+$477K
|
+663
|
New
|
|
|
643
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$486K
|
-$720
|
-1
|
-0.2%
|
|
|
644
|
CIBC World Market
Toronto,
Ontario, Canada
|
$483K
|
-$66.2K
|
-92
|
-12%
|
|
|
645
|
Belpointe Asset Management
Reno,
Nevada
|
$481K
|
+$19.4K
|
+27
|
+4%
|
|
|
646
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$480K
|
-$33.8K
|
-47
|
-7%
|
|
|
647
|
TrinityPoint Wealth
Milford,
Connecticut
|
$480K
|
-$720
|
-1
|
-0.2%
|
|
|
648
|
Wealth Alliance
Mellville,
New York
|
$480K
|
+$109K
|
+151
|
+30%
|
|
|
649
|
American Assets Investment Management
San Diego,
California
|
$475K
|
–
|
–
|
–
|
|
|
650
|
BTC Capital Management
Des Moines,
Iowa
|
$473K
|
-$38.1K
|
-53
|
-8%
|
|
