|
651
|
Confluence Wealth Management
Portland,
Oregon
|
$696K
|
-$539K
|
-15,640
|
-34%
|
|
|
652
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$695K
|
+$29.6K
|
+860
|
+4%
|
|
|
653
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$694K
|
+$29.6K
|
+860
|
+4%
|
|
|
654
|
Middleton & Co
Boston,
Massachusetts
|
$681K
|
–
|
–
|
–
|
|
|
655
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$680K
|
+$68.9K
|
+2,000
|
+11%
|
|
|
656
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$675K
|
+$13.8K
|
+400
|
+2%
|
|
|
657
|
Ballentine Partners
Waltham,
Massachusetts
|
$670K
|
+$7.92K
|
+230
|
+1%
|
|
|
658
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$666K
|
-$558K
|
-16,190
|
-45%
|
|
|
659
|
Avantax Advisory Services
Dallas,
Texas
|
$655K
|
+$403K
|
+11,690
|
+147%
|
|
|
660
|
Knowledge Leaders Capital
Denver,
Colorado
|
$653K
|
–
|
–
|
–
|
|
|
661
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$649K
|
–
|
–
|
–
|
|
|
662
|
AIA Investment Management
Singapore
|
$648K
|
+$516K
|
+14,990
|
+329%
|
|
|
663
|
McDaniel Terry & Co
Austin,
Texas
|
$647K
|
+$689
|
+20
|
+0.1%
|
|
|
664
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$644K
|
-$42.7K
|
-1,240
|
-6%
|
|
|
665
|
Bay Rivers Group
Williamsburg,
Virginia
|
$644K
|
+$25.1K
|
+730
|
+4%
|
|
|
666
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$643K
|
–
|
–
|
–
|
|
|
667
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$640K
|
-$31.4K
|
-910
|
-5%
|
|
|
668
|
Pathstone Family Office
Englewood,
New Jersey
|
$629K
|
–
|
–
|
–
|
|
|
669
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$629K
|
+$379K
|
+11,000
|
+138%
|
|
|
670
|
First Foundation Advisors
Irvine,
California
|
$626K
|
+$34.5K
|
+1,000
|
+6%
|
|
|
671
|
La Financiere de L'Echiquier
Paris,
France
|
$624K
|
+$37.2K
|
+1,080
|
+6%
|
|
|
672
|
Harvest Fund Management
Beijing,
China
|
$619K
|
-$253K
|
-7,350
|
-29%
|
|
|
673
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$619K
|
-$41.7K
|
-1,210
|
-6%
|
|
|
674
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$618K
|
-$24.1K
|
-700
|
-4%
|
|
|
675
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$616K
|
-$23.1K
|
-670
|
-3%
|
|
