|
3626
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$626K
|
-$587
|
-1
|
-0.1%
|
|
|
3627
|
Insight Wealth Strategies
San Ramon,
California
|
$625K
|
+$9.98K
|
+17
|
+2%
|
|
|
3628
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$625K
|
+$41.7K
|
+71
|
+7%
|
|
|
3629
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$625K
|
+$626K
|
+1,067
|
New
|
|
|
3630
|
Manhattan West Asset Management
Los Angeles,
California
|
$624K
|
-$631K
|
-1,075
|
-50%
|
|
|
3631
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$623K
|
+$44.6K
|
+76
|
+8%
|
|
|
3632
|
Kera Capital Partners
San Jose,
California
|
$622K
|
+$624K
|
+1,063
|
New
|
|
|
3633
|
Persium Advisors
Atlanta,
Georgia
|
$621K
|
+$622K
|
+1,060
|
New
|
|
|
3634
|
SimplyRich
Carlsbad,
California
|
$620K
|
–
|
–
|
–
|
|
|
3635
|
Del-Sette Capital Management
Schenectady,
New York
|
$620K
|
–
|
–
|
–
|
|
|
3636
|
TAGStone Capital
Charlotte,
North Carolina
|
$619K
|
+$587
|
+1
|
+0.1%
|
|
|
3637
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$619K
|
+$620K
|
+1,057
|
New
|
|
|
3638
|
Inspire Trust Company
Reno,
Nevada
|
$619K
|
-$112K
|
-190
|
-15%
|
|
|
3639
|
Oakworth Capital
Birmingham,
Alabama
|
$618K
|
+$178K
|
+304
|
+40%
|
|
|
3640
|
Guardian Partners
Toronto,
Canada
|
$618K
|
+$594K
|
+1,012
|
New
|
|
|
3641
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$617K
|
+$122K
|
+208
|
+25%
|
|
|
3642
|
Momentous Wealth Management
Vancouver,
Washington
|
$617K
|
+$618K
|
+1,053
|
New
|
|
|
3643
|
Sterling Financial Planning
Sparta,
New Jersey
|
$616K
|
-$308K
|
-525
|
-33%
|
|
|
3644
|
Wilson & Boucher Capital Management
Moraga,
California
|
$615K
|
-$29.3K
|
-50
|
-5%
|
|
|
3645
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$615K
|
-$14.7K
|
-25
|
-2%
|
|
|
3646
|
EARNEST Partners
Atlanta,
Georgia
|
$614K
|
–
|
–
|
–
|
|
|
3647
|
Sage Investment Counsel
Franklin,
Tennessee
|
$612K
|
+$613K
|
+1,045
|
New
|
|
|
3648
|
Rainier Family Wealth
Tacoma,
Washington
|
$612K
|
+$613K
|
+1,045
|
New
|
|
|
3649
|
Bienville Capital Management
New York
|
$611K
|
–
|
–
|
–
|
|
|
3650
|
Advance Capital Management
Southfield,
Michigan
|
$610K
|
+$21.1K
|
+36
|
+4%
|
|
