|
601
|
Oppenheimer & Co
New York
|
$1.6M
|
-$5.14M
|
-13,789
|
-75%
|
|
|
602
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.6M
|
+$540K
|
+1,450
|
+48%
|
|
|
603
|
One Capital Management
Westlake Village,
California
|
$1.6M
|
+$617K
|
+1,657
|
+59%
|
|
|
604
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.59M
|
+$211K
|
+566
|
+15%
|
|
|
605
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.59M
|
+$8.2K
|
+22
|
+0.5%
|
|
|
606
|
Scharf Investments
Los Gatos,
California
|
$1.53M
|
-$1.5M
|
-4,018
|
-48%
|
|
|
607
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.53M
|
-$38.8K
|
-104
|
-2%
|
|
|
608
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.53M
|
-$15.7K
|
-42
|
-1%
|
|
|
609
|
Balance Wealth
Delaware,
Ohio
|
$1.52M
|
+$33.9K
|
+91
|
+2%
|
|
|
610
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.51M
|
-$229K
|
-614
|
-13%
|
|
|
611
|
First Business Financial Services
Madison,
Wisconsin
|
$1.51M
|
–
|
–
|
–
|
|
|
612
|
True North Advisors
Dallas,
Texas
|
$1.51M
|
+$507K
|
+1,360
|
+47%
|
|
|
613
|
Leavell Investment Management
Mobile,
Alabama
|
$1.51M
|
–
|
–
|
–
|
|
|
614
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.5M
|
-$165K
|
-444
|
-10%
|
|
|
615
|
Kendall Capital Management
Rockville,
Maryland
|
$1.49M
|
–
|
–
|
–
|
|
|
616
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.48M
|
+$373
|
+1
|
+0%
|
|
|
617
|
Peck Wealth Management
White Plains,
New York
|
$1.48M
|
-$144K
|
-386
|
-9%
|
|
|
618
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.48M
|
-$59.6K
|
-160
|
-4%
|
|
|
619
|
Coastline Trust
Providence,
Rhode Island
|
$1.47M
|
-$18.6K
|
-50
|
-1%
|
|
|
620
|
First Horizon Corporation
Memphis,
Tennessee
|
$1.43M
|
-$662K
|
-1,776
|
-31%
|
|
|
621
|
Andrews Lucia Wealth Management
Danville,
California
|
$1.42M
|
+$8.2K
|
+22
|
+0.6%
|
|
|
622
|
SouthState Corp
Winter Haven,
Florida
|
$1.42M
|
-$139K
|
-374
|
-9%
|
|
|
623
|
Eagle Strategies
New York
|
$1.42M
|
+$13K
|
+35
|
+0.9%
|
|
|
624
|
Neumann Capital Management
Foster City,
California
|
$1.42M
|
+$14.9K
|
+40
|
+1%
|
|
|
625
|
Atria Investments
Charlotte,
North Carolina
|
$1.41M
|
-$1.51M
|
-4,050
|
-51%
|
|
