|
901
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$570K
|
-$49.2K
|
-486
|
-8%
|
|
|
902
|
Transcend Capital Advisors
Madison,
New Jersey
|
$568K
|
-$911
|
-9
|
-0.2%
|
|
|
903
|
Independent Financial Group
San Diego,
California
|
$563K
|
+$342K
|
+3,375
|
+155%
|
|
|
904
|
Coldstream Capital Management
Bellevue,
Washington
|
$562K
|
-$68.2K
|
-674
|
-11%
|
|
|
905
|
Forum Financial Management
Lombard,
Illinois
|
$561K
|
-$95.1K
|
-940
|
-15%
|
|
|
906
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$560K
|
+$15.7K
|
+155
|
+3%
|
|
|
907
|
Los Angeles Capital Management
Los Angeles,
California
|
$560K
|
+$230K
|
+2,274
|
+70%
|
|
|
908
|
NBT Bank
Norwich,
New York
|
$550K
|
-$2.53K
|
-25
|
-0.5%
|
|
|
909
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$546K
|
+$151K
|
+1,496
|
+38%
|
|
|
910
|
GW & Wade
Wellesley,
Massachusetts
|
$545K
|
+$168K
|
+1,658
|
+45%
|
|
|
911
|
Evergreen Capital Management
Bellevue,
Washington
|
$540K
|
-$68.8K
|
-680
|
-11%
|
|
|
912
|
Miracle Mile Advisors
Los Angeles,
California
|
$535K
|
+$534K
|
+5,279
|
New
|
|
|
913
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$533K
|
–
|
–
|
–
|
|
|
914
|
Sante Capital Fund
Austin,
Texas
|
$530K
|
+$529K
|
+5,229
|
New
|
|
|
915
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$528K
|
+$109K
|
+1,079
|
+26%
|
|
|
916
|
Maryland Capital Management
Towson,
Maryland
|
$527K
|
-$72.4K
|
-715
|
-12%
|
|
|
917
|
Bridge Advisory
Pasadena,
California
|
$527K
|
–
|
–
|
–
|
|
|
918
|
Levin Capital Strategies
New York
|
$527K
|
–
|
–
|
–
|
|
|
919
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$521K
|
-$70.7K
|
-699
|
-12%
|
|
|
920
|
Boston Family Office
Boston,
Massachusetts
|
$521K
|
–
|
–
|
–
|
|
|
921
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$520K
|
–
|
–
|
–
|
|
|
922
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$517K
|
+$20.5K
|
+203
|
+4%
|
|
|
923
|
Horizon Investments
Charlotte,
North Carolina
|
$516K
|
+$80.8K
|
+798
|
+19%
|
|
|
924
|
Point72 Hong Kong
Hong Kong
|
$516K
|
+$378K
|
+3,738
|
+277%
|
|
|
925
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$512K
|
–
|
–
|
–
|
|
