|
626
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.08M
|
+$1.25M
|
+25,487
|
+2,138%
|
|
|
627
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$1.08M
|
-$2.01M
|
-40,860
|
-61%
|
|
|
628
|
IEQ Capital
Foster City,
California
|
$1.07M
|
+$809K
|
+16,466
|
+163%
|
|
|
629
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.07M
|
+$312K
|
+6,348
|
+32%
|
|
|
630
|
Keel Point
Huntsville,
Alabama
|
$1.06M
|
-$675K
|
-13,741
|
-34%
|
|
|
631
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.06M
|
-$1.64M
|
-33,334
|
-56%
|
|
|
632
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.04M
|
-$1.58M
|
-32,249
|
-56%
|
|
|
633
|
Evercore Wealth Management
New York
|
$1.04M
|
+$172K
|
+3,502
|
+16%
|
|
|
634
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.04M
|
+$527K
|
+10,726
|
+71%
|
|
|
635
|
One Wealth Advisors
San Francisco,
California
|
$1.02M
|
+$1.24M
|
+25,271
|
New
|
|
|
636
|
Liberty Wealth Management
Oakland,
California
|
$1.02M
|
-$1.09M
|
-22,117
|
-47%
|
|
|
637
|
INVST
Indianapolis,
Indiana
|
$1.02M
|
-$1.63M
|
-33,252
|
-56%
|
|
|
638
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$1.01M
|
-$12M
|
-244,300
|
-91%
|
|
|
639
|
Larson Financial Group
St Louis,
Missouri
|
$1.01M
|
+$215K
|
+4,372
|
+21%
|
|
|
640
|
Private Vista
Chicago,
Illinois
|
$1.01M
|
+$1.23M
|
+24,959
|
New
|
|
|
641
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.01M
|
-$3.98K
|
-81
|
-0.3%
|
|
|
642
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.01M
|
-$1.01M
|
-20,471
|
-45%
|
|
|
643
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$995K
|
+$9.33K
|
+190
|
+0.8%
|
|
|
644
|
Klingman & Associates
New York
|
$985K
|
+$982K
|
+20,006
|
+463%
|
|
|
645
|
Shoker Investment Counsel
Oxford,
Ohio
|
$983K
|
+$8.3K
|
+169
|
+0.7%
|
|
|
646
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$980K
|
-$39.8K
|
-810
|
-3%
|
|
|
647
|
Diversified Trust
Memphis,
Tennessee
|
$979K
|
+$294K
|
+5,984
|
+33%
|
|
|
648
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$978K
|
+$3.68K
|
+75
|
+0.3%
|
|
|
649
|
Disciplined Investments
Tulsa,
Oklahoma
|
$977K
|
+$203K
|
+4,138
|
+21%
|
|
|
650
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$967K
|
+$1.17M
|
+23,893
|
New
|
|
