|
801
|
Wilshire Advisors
Santa Monica,
California
|
$1.12M
|
-$456K
|
-5,875
|
-29%
|
|
|
802
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.11M
|
-$762K
|
-9,810
|
-41%
|
|
|
803
|
Pioneer Trust Bank
Salem,
Oregon
|
$1.11M
|
–
|
–
|
–
|
|
|
804
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.11M
|
+$3.65K
|
+47
|
+0.3%
|
|
|
805
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.11M
|
-$488K
|
-6,285
|
-31%
|
|
|
806
|
Belpointe Asset Management
Reno,
Nevada
|
$1.1M
|
+$1.09M
|
+14,097
|
New
|
|
|
807
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.1M
|
-$457K
|
-5,887
|
-30%
|
|
|
808
|
Cypress Wealth Services
Palm Desert,
California
|
$1.09M
|
-$22.4K
|
-288
|
-2%
|
|
|
809
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
810
|
SOL Capital Management
Rockville,
Maryland
|
$1.06M
|
+$334K
|
+4,307
|
+46%
|
|
|
811
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.06M
|
-$388K
|
-4,998
|
-27%
|
|
|
812
|
Wellington Management Group
Boston,
Massachusetts
|
$1.06M
|
+$1.05M
|
+13,500
|
New
|
|
|
813
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.05M
|
–
|
–
|
–
|
|
|
814
|
Aspiriant LLC
Los Angeles,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
815
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.04M
|
-$6.21K
|
-80
|
-0.6%
|
|
|
816
|
MV Capital Management
Bethesda,
Maryland
|
$1.03M
|
+$15.5K
|
+200
|
+2%
|
|
|
817
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.02M
|
+$3.73K
|
+48
|
+0.4%
|
|
|
818
|
Congress Asset Management
Boston,
Massachusetts
|
$1.02M
|
-$80.6K
|
-1,038
|
-7%
|
|
|
819
|
HM Payson & Co
Portland,
Maine
|
$1.02M
|
-$32.4K
|
-417
|
-3%
|
|
|
820
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.02M
|
-$270K
|
-3,478
|
-21%
|
|
|
821
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.01M
|
+$30.4K
|
+391
|
+3%
|
|
|
822
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.01M
|
-$68.2K
|
-878
|
-6%
|
|
|
823
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.01M
|
+$335K
|
+4,316
|
+50%
|
|
|
824
|
Tiemann Investment Advisors
Menlo Park,
California
|
$998K
|
+$6.29K
|
+81
|
+0.6%
|
|
|
825
|
|
$987K
|
+$24.8K
|
+319
|
+3%
|
|
