|
926
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$429K
|
–
|
–
|
–
|
|
|
927
|
North Star Asset Management
Neenah,
Wisconsin
|
$429K
|
–
|
–
|
–
|
|
|
928
|
Umpqua Bank
Lake Oswego,
Oregon
|
$428K
|
+$397K
|
+739
|
New
|
|
|
929
|
Finivi Inc
Westborough,
Massachusetts
|
$428K
|
+$60.1K
|
+112
|
+17%
|
|
|
930
|
Neumann Capital Management
Foster City,
California
|
$425K
|
–
|
–
|
–
|
|
|
931
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$424K
|
–
|
–
|
–
|
|
|
932
|
Dentgroup
Baton Rouge,
Louisiana
|
$422K
|
+$127K
|
+236
|
+46%
|
|
|
933
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$417K
|
-$2.15K
|
-4
|
-0.5%
|
|
|
934
|
Pioneer Trust Bank
Salem,
Oregon
|
$416K
|
–
|
–
|
–
|
|
|
935
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$416K
|
–
|
–
|
–
|
|
|
936
|
Man Group
London,
United Kingdom
|
$415K
|
+$340K
|
+633
|
+633%
|
|
|
937
|
Toth Financial Advisory
Leesburg,
Virginia
|
$414K
|
+$55.8K
|
+104
|
+17%
|
|
|
938
|
Ardent Capital Management
Cincinnati,
Ohio
|
$414K
|
–
|
–
|
–
|
|
|
939
|
Elios Financial Group
Westlake,
Ohio
|
$410K
|
-$14K
|
-26
|
-3%
|
|
|
940
|
PFG Investments
Woodbury,
New York
|
$409K
|
-$24.2K
|
-45
|
-6%
|
|
|
941
|
Concurrent Investment Advisors
Tampa,
Florida
|
$407K
|
-$95.5K
|
-178
|
-20%
|
|
|
942
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$406K
|
+$18.2K
|
+34
|
+5%
|
|
|
943
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$406K
|
–
|
–
|
–
|
|
|
944
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$406K
|
-$40.3K
|
-75
|
-9%
|
|
|
945
|
Measured Risk Portfolios
San Diego,
California
|
$406K
|
+$10.2K
|
+19
|
+3%
|
|
|
946
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$405K
|
–
|
–
|
–
|
|
|
947
|
Howard Capital Management Group
Los Angeles,
California
|
$405K
|
-$10.7K
|
-20
|
-3%
|
|
|
948
|
Field & Main Bank
Henderson,
Kentucky
|
$404K
|
–
|
–
|
–
|
|
|
949
|
S.A. Mason
Holland,
Michigan
|
$400K
|
–
|
–
|
–
|
|
|
950
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$399K
|
–
|
–
|
–
|
|
