|
601
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$685K
|
-$826K
|
-15,085
|
-55%
|
|
|
602
|
Disciplined Investments
Tulsa,
Oklahoma
|
$682K
|
-$10K
|
-183
|
-1%
|
|
|
603
|
Caprin Asset Management
Henrico,
Virginia
|
$679K
|
–
|
–
|
–
|
|
|
604
|
Horizon Investment Services
Hammond,
Indiana
|
$675K
|
+$78.8K
|
+1,438
|
+13%
|
|
|
605
|
Apella Capital
West Hartford,
Connecticut
|
$674K
|
+$4.11K
|
+75
|
+0.6%
|
|
|
606
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$657K
|
+$54.8K
|
+1,000
|
+9%
|
|
|
607
|
Copperleaf Capital
Raleigh,
North Carolina
|
$655K
|
+$40.5K
|
+740
|
+7%
|
|
|
608
|
Greytown Advisors
Miami,
Florida
|
$653K
|
–
|
–
|
–
|
|
|
609
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$651K
|
+$247K
|
+4,500
|
+61%
|
|
|
610
|
Synovus Financial
Columbus,
Georgia
|
$651K
|
+$419K
|
+7,656
|
+181%
|
|
|
611
|
Boston Family Office
Boston,
Massachusetts
|
$649K
|
–
|
–
|
–
|
|
|
612
|
Legacy Wealth Planning
Reno,
Nevada
|
$647K
|
-$44K
|
-803
|
-6%
|
|
|
613
|
Fermata Advisors
Sonoma,
California
|
$646K
|
-$226K
|
-4,129
|
-26%
|
|
|
614
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$642K
|
+$110
|
+2
|
+0%
|
|
|
615
|
Financial Advocates Investment Management
Olympia,
Washington
|
$637K
|
-$1.67M
|
-30,454
|
-77%
|
|
|
616
|
Rede Wealth
Charlottesville,
Virginia
|
$635K
|
+$181K
|
+3,309
|
+40%
|
|
|
617
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$633K
|
–
|
–
|
–
|
|
|
618
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$632K
|
+$300K
|
+5,484
|
+91%
|
|
|
619
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$630K
|
+$218K
|
+3,977
|
+53%
|
|
|
620
|
Agilis Partners
Waltham,
Massachusetts
|
$629K
|
-$66K
|
-1,204
|
-9%
|
|
|
621
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$627K
|
+$30.6K
|
+559
|
+5%
|
|
|
622
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$626K
|
+$353K
|
+6,437
|
+129%
|
|
|
623
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$612K
|
-$17.6K
|
-322
|
-3%
|
|
|
624
|
Western Wealth Management
Golden,
Colorado
|
$610K
|
+$609K
|
+11,119
|
New
|
|
|
625
|
Wedbush Securities
Los Angeles,
California
|
$605K
|
+$52.5K
|
+958
|
+10%
|
|
