|
701
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$392K
|
+$1.37K
|
+13
|
+0.3%
|
|
|
702
|
IMS Capital Management
Portland,
Oregon
|
$388K
|
–
|
–
|
–
|
|
|
703
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$386K
|
+$399K
|
+3,788
|
New
|
|
|
704
|
Vanguard Group
Malvern,
Pennsylvania
|
$384K
|
-$395M
|
-3,746,240
|
-100%
|
|
|
705
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$379K
|
–
|
–
|
–
|
|
|
706
|
tru Independence
Portland,
Oregon
|
$379K
|
-$77.1K
|
-731
|
-16%
|
|
|
707
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$377K
|
+$139K
|
+1,322
|
+56%
|
|
|
708
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$373K
|
–
|
–
|
–
|
|
|
709
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$371K
|
+$384K
|
+3,639
|
New
|
|
|
710
|
SlateStone Wealth
Jupiter,
Florida
|
$368K
|
+$46.6K
|
+442
|
+14%
|
|
|
711
|
Graham Capital Management
Rowayton,
Connecticut
|
$367K
|
-$5.03M
|
-47,700
|
-93%
|
|
|
712
|
SVB Wealth
Boston,
Massachusetts
|
$365K
|
-$614K
|
-5,825
|
-62%
|
|
|
713
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$365K
|
-$167K
|
-1,582
|
-31%
|
|
|
714
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$364K
|
+$38K
|
+360
|
+11%
|
|
|
715
|
RCS Financial Planning
Annapolis,
Maryland
|
$357K
|
+$369K
|
+3,499
|
New
|
|
|
716
|
|
$355K
|
+$1.9K
|
+18
|
+0.5%
|
|
|
717
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
718
|
Fluent Financial
Dallas,
Texas
|
$351K
|
+$27K
|
+256
|
+8%
|
|
|
719
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$346K
|
+$26.7K
|
+253
|
+8%
|
|
|
720
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$345K
|
+$37.5K
|
+356
|
+12%
|
|
|
721
|
1ST Source Bank
South Bend,
Indiana
|
$345K
|
–
|
–
|
–
|
|
|
722
|
Busey Bank
Urbana,
Illinois
|
$342K
|
-$196K
|
-1,859
|
-36%
|
|
|
723
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$342K
|
+$358K
|
+3,393
|
New
|
|
|
724
|
Columbia Advisory Partners
Spokane,
Washington
|
$340K
|
+$147K
|
+1,393
|
+72%
|
|
|
725
|
Ignite Planners
San Clemente,
California
|
$338K
|
+$1.69K
|
+16
|
+0.5%
|
|
