|
526
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.15M
|
-$28.9M
|
-439,797
|
-87%
|
|
|
527
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4.12M
|
-$74.3K
|
-1,129
|
-2%
|
|
|
528
|
CPWM LLC
Seattle,
Washington
|
$4.1M
|
+$704K
|
+10,704
|
+20%
|
|
|
529
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$4.08M
|
+$1.99M
|
+30,265
|
+91%
|
|
|
530
|
Little House Capital
Braintree,
Massachusetts
|
$4.06M
|
+$479K
|
+7,281
|
+13%
|
|
|
531
|
Harrell Investment Partners
Austin,
Texas
|
$4.06M
|
+$647K
|
+9,838
|
+18%
|
|
|
532
|
First National Trust
Hermitage,
Pennsylvania
|
$4.05M
|
+$756K
|
+11,485
|
+22%
|
|
|
533
|
IHT Wealth Management
Chicago,
Illinois
|
$4.02M
|
-$86.6K
|
-1,317
|
-2%
|
|
|
534
|
Viridian RIA
Bothell,
Washington
|
$4.01M
|
-$3.84M
|
-58,411
|
Closed
|
|
|
535
|
Cypress Capital
Franklin,
Tennessee
|
$4.01M
|
+$38.6K
|
+586
|
+0.9%
|
|
|
536
|
TPB Wealth Advisors
San Antonio,
Texas
|
$4M
|
-$65.8K
|
-1,000
|
-2%
|
|
|
537
|
Sage Rhino Capital
Menlo Park,
California
|
$3.98M
|
-$65.3K
|
-992
|
-2%
|
|
|
538
|
One Day In July LLC
Burlington,
Vermont
|
$3.98M
|
+$248K
|
+3,772
|
+6%
|
|
|
539
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$3.97M
|
+$92.2K
|
+1,402
|
+2%
|
|
|
540
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.97M
|
+$1.51M
|
+22,965
|
+59%
|
|
|
541
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$3.97M
|
+$540K
|
+8,211
|
+15%
|
|
|
542
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.96M
|
-$40.8K
|
-620
|
-1%
|
|
|
543
|
Clear Investment Research
Alpharetta,
Georgia
|
$3.96M
|
+$50K
|
+760
|
+1%
|
|
|
544
|
Keel Point
Huntsville,
Alabama
|
$3.85M
|
-$363K
|
-5,519
|
-8%
|
|
|
545
|
TD Private Client Wealth
New York
|
$3.84M
|
+$1.24M
|
+18,837
|
+46%
|
|
|
546
|
EQ LLC
Bellevue,
Washington
|
$3.81M
|
-$3.69M
|
-56,107
|
-49%
|
|
|
547
|
Parkside Investments
Deerfield,
Illinois
|
$3.79M
|
+$13.2K
|
+200
|
+0.3%
|
|
|
548
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.77M
|
-$1.35M
|
-20,574
|
-26%
|
|
|
549
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.77M
|
+$8.75K
|
+133
|
+0.2%
|
|
|
550
|
Private Ocean
San Rafael,
California
|
$3.77M
|
-$356K
|
-5,412
|
-8%
|
|
