|
601
|
Disciplined Investments
Tulsa,
Oklahoma
|
$672K
|
-$7.94K
|
-145
|
-1%
|
|
|
602
|
Horizon Investment Services
Hammond,
Indiana
|
$672K
|
–
|
–
|
–
|
|
|
603
|
Summit X LLC
Chesterfield,
Missouri
|
$671K
|
-$1.98M
|
-36,127
|
-75%
|
|
|
604
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$663K
|
+$148K
|
+2,700
|
+29%
|
|
|
605
|
Baker Avenue Asset Management
San Francisco,
California
|
$661K
|
-$175K
|
-3,199
|
-21%
|
|
|
606
|
Canton Hathaway
Providence,
Rhode Island
|
$656K
|
+$657K
|
+12,000
|
New
|
|
|
607
|
Copperleaf Capital
Raleigh,
North Carolina
|
$653K
|
–
|
–
|
–
|
|
|
608
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$653K
|
+$654K
|
+11,944
|
New
|
|
|
609
|
Greytown Advisors
Miami,
Florida
|
$651K
|
–
|
–
|
–
|
|
|
610
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$649K
|
–
|
–
|
–
|
|
|
611
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$649K
|
+$19.2K
|
+351
|
+3%
|
|
|
612
|
Boston Family Office
Boston,
Massachusetts
|
$647K
|
–
|
–
|
–
|
|
|
613
|
|
$640K
|
-$65.3K
|
-1,193
|
-9%
|
|
|
614
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$640K
|
+$110
|
+2
|
+0%
|
|
|
615
|
Intrua Financial
Houston,
Texas
|
$638K
|
-$57K
|
-1,040
|
-8%
|
|
|
616
|
Cascadia Advisory Services
Portland,
Oregon
|
$635K
|
-$217K
|
-3,953
|
-25%
|
|
|
617
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$625K
|
–
|
–
|
–
|
|
|
618
|
Burleson & Co
Petaluma,
California
|
$620K
|
-$544K
|
-9,936
|
-47%
|
|
|
619
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$613K
|
-$18.4K
|
-336
|
-3%
|
|
|
620
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$610K
|
-$17.9K
|
-326
|
-3%
|
|
|
621
|
Krilogy Financial
St. Louis,
Missouri
|
$610K
|
+$45.4K
|
+829
|
+8%
|
|
|
622
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$608K
|
-$1.09M
|
-19,971
|
-64%
|
|
|
623
|
Lantz Financial
Naperville,
Illinois
|
$607K
|
+$12K
|
+219
|
+2%
|
|
|
624
|
Kelly Financial Services
Braintree,
Massachusetts
|
$597K
|
-$315K
|
-5,747
|
-34%
|
|
|
625
|
Global Retirement Partners
San Rafael,
California
|
$597K
|
-$209K
|
-3,816
|
-26%
|
|
