|
601
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.09M
|
+$351K
|
+2,186
|
+54%
|
|
|
602
|
|
$1.09M
|
-$6.59K
|
-41
|
-0.7%
|
|
|
603
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
604
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.08M
|
–
|
–
|
–
|
|
|
605
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.08M
|
+$1M
|
+6,229
|
New
|
|
|
606
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.08M
|
–
|
–
|
–
|
|
|
607
|
Corundum Group
Colorado Springs,
Colorado
|
$1.07M
|
+$31K
|
+193
|
+3%
|
|
|
608
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.06M
|
+$48.2K
|
+300
|
+5%
|
|
|
609
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$1.05M
|
+$973K
|
+6,052
|
New
|
|
|
610
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.05M
|
-$129K
|
-805
|
-12%
|
|
|
611
|
Lindbrook Capital
Calabasas,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
612
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.05M
|
-$6.59K
|
-41
|
-0.7%
|
|
|
613
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.04M
|
-$7.88K
|
-49
|
-0.8%
|
|
|
614
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.04M
|
-$73.3K
|
-456
|
-7%
|
|
|
615
|
Parker Investment Management
Menlo Park,
California
|
$1.04M
|
+$964K
|
+6,000
|
New
|
|
|
616
|
Wealth Effects
Boston,
Massachusetts
|
$1.04M
|
–
|
–
|
–
|
|
|
617
|
King Wealth Management Group
Naples,
Florida
|
$1.04M
|
–
|
–
|
–
|
|
|
618
|
Westmount Partners
Los Angeles,
California
|
$1.03M
|
+$337K
|
+2,096
|
+55%
|
|
|
619
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
620
|
Planning Center Inc
Moline,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
621
|
Tarbox Family Office
Newport Beach,
California
|
$1.01M
|
+$2.73K
|
+17
|
+0.3%
|
|
|
622
|
PACK Private Wealth
Wayzata,
Minnesota
|
$988K
|
-$44.2K
|
-275
|
-5%
|
|
|
623
|
Wedbush Securities
Los Angeles,
California
|
$983K
|
-$1.35M
|
-8,423
|
-60%
|
|
|
624
|
Boston Family Office
Boston,
Massachusetts
|
$979K
|
–
|
–
|
–
|
|
|
625
|
Country Club Bank
Kansas City,
Missouri
|
$969K
|
+$31.7K
|
+197
|
+4%
|
|
