|
626
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$349K
|
-$5.55K
|
-50
|
-2%
|
|
|
627
|
Institute for Wealth Management
Denver,
Colorado
|
$347K
|
–
|
–
|
–
|
|
|
628
|
Sigma Investment Counselors
Northville,
Michigan
|
$347K
|
–
|
–
|
–
|
|
|
629
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$347K
|
–
|
–
|
–
|
|
|
630
|
Thomasville National Bank
Thomasville,
Georgia
|
$345K
|
+$326K
|
+2,933
|
New
|
|
|
631
|
BIP Wealth
Atlanta,
Georgia
|
$344K
|
+$14.6K
|
+131
|
+5%
|
|
|
632
|
Creekside Partners
Petaluma,
California
|
$344K
|
–
|
–
|
–
|
|
|
633
|
Baker Avenue Asset Management
San Francisco,
California
|
$343K
|
–
|
–
|
–
|
|
|
634
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$343K
|
+$324K
|
+2,921
|
New
|
|
|
635
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$343K
|
–
|
–
|
–
|
|
|
636
|
One Capital Management
Westlake Village,
California
|
$342K
|
–
|
–
|
–
|
|
|
637
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$341K
|
–
|
–
|
–
|
|
|
638
|
Eclectic Associates
Fullerton,
California
|
$341K
|
-$7.55K
|
-68
|
-2%
|
|
|
639
|
Meeder Advisory Services
Dublin,
Ohio
|
$340K
|
+$321K
|
+2,894
|
New
|
|
|
640
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$339K
|
-$16.7K
|
-150
|
-5%
|
|
|
641
|
Lyell Wealth Management
Menlo Park,
California
|
$338K
|
–
|
–
|
–
|
|
|
642
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$337K
|
-$35K
|
-315
|
-10%
|
|
|
643
|
Modern Wealth Management
Lenexa,
Kansas
|
$334K
|
-$54.3M
|
-488,614
|
-99%
|
|
|
644
|
Brown Brothers Harriman & Co
New York
|
$334K
|
–
|
–
|
–
|
|
|
645
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$333K
|
-$126K
|
-1,133
|
-29%
|
|
|
646
|
Tudor Investment Corp
Stamford,
Connecticut
|
$332K
|
+$313K
|
+2,822
|
New
|
|
|
647
|
Ritholtz Wealth Management
New York
|
$329K
|
–
|
–
|
–
|
|
|
648
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$329K
|
-$11K
|
-99
|
-3%
|
|
|
649
|
Independent Investors Inc
Nesconset,
New York
|
$329K
|
–
|
–
|
–
|
|
|
650
|
VeraBank
Henderson,
Texas
|
$329K
|
–
|
–
|
–
|
|
