|
851
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.91M
|
-$59.9K
|
-716
|
-3%
|
|
|
852
|
Banco de Sabadell
Miami,
Florida
|
$1.91M
|
+$219K
|
+2,620
|
+12%
|
|
|
853
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$1.91M
|
+$45.6K
|
+545
|
+2%
|
|
|
854
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.9M
|
+$2.03M
|
+24,284
|
New
|
|
|
855
|
|
$1.9M
|
+$2.03M
|
+24,284
|
New
|
|
|
856
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$1.9M
|
+$171K
|
+2,041
|
+9%
|
|
|
857
|
Wintrust Investments
Chicago,
Illinois
|
$1.89M
|
-$1.62M
|
-19,356
|
-44%
|
|
|
858
|
Belpointe Asset Management
Reno,
Nevada
|
$1.89M
|
+$684K
|
+8,167
|
+51%
|
|
|
859
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$1.89M
|
+$122K
|
+1,462
|
+6%
|
|
|
860
|
|
$1.89M
|
+$423K
|
+5,050
|
+27%
|
|
|
861
|
Boston Family Office
Boston,
Massachusetts
|
$1.88M
|
+$352K
|
+4,203
|
+21%
|
|
|
862
|
Spinnaker Trust
Portland,
Maine
|
$1.88M
|
-$154K
|
-1,842
|
-7%
|
|
|
863
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$1.88M
|
-$670K
|
-8,002
|
-25%
|
|
|
864
|
Alpha Cubed Investments
Irvine,
California
|
$1.88M
|
-$5.06M
|
-60,494
|
-72%
|
|
|
865
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.87M
|
+$884K
|
+10,560
|
+79%
|
|
|
866
|
Ingalls & Snyder LLC
New York
|
$1.87M
|
-$35.6K
|
-425
|
-2%
|
|
|
867
|
Cercano Management
Bellevue,
Washington
|
$1.86M
|
–
|
–
|
–
|
|
|
868
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.86M
|
+$412K
|
+4,926
|
+26%
|
|
|
869
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.85M
|
+$107K
|
+1,278
|
+6%
|
|
|
870
|
Global Retirement Partners
San Rafael,
California
|
$1.84M
|
+$69.1K
|
+826
|
+4%
|
|
|
871
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.84M
|
-$1.17K
|
-14
|
-0.1%
|
|
|
872
|
UMB Bank
Kansas City,
Missouri
|
$1.83M
|
-$31.9K
|
-381
|
-2%
|
|
|
873
|
Greenline Partners
New York
|
$1.83M
|
–
|
–
|
–
|
|
|
874
|
Capstone Investment Advisors
New York
|
$1.82M
|
+$1.53M
|
+18,246
|
+363%
|
|
|
875
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.82M
|
+$16.1K
|
+192
|
+0.8%
|
|
