|
801
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$3.04M
|
-$218K
|
-2,910
|
-7%
|
|
|
802
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.03M
|
-$295K
|
-3,937
|
-9%
|
|
|
803
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.02M
|
+$48.2K
|
+645
|
+2%
|
|
|
804
|
Bremer Bank National Association
St Paul,
Minnesota
|
$3.01M
|
+$23.6K
|
+316
|
+0.8%
|
|
|
805
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$3M
|
+$7.55K
|
+101
|
+0.3%
|
|
|
806
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3M
|
+$90.3K
|
+1,207
|
+3%
|
|
|
807
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$3M
|
+$31.3K
|
+418
|
+1%
|
|
|
808
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.99M
|
+$3.59K
|
+48
|
+0.1%
|
|
|
809
|
FWL Investment Management
Dallas,
Texas
|
$2.96M
|
+$2.87M
|
+38,346
|
New
|
|
|
810
|
Belpointe Asset Management
Reno,
Nevada
|
$2.94M
|
+$18.6K
|
+249
|
+0.7%
|
|
|
811
|
Cresset Asset Management
Chicago,
Illinois
|
$2.93M
|
+$34.6K
|
+463
|
+1%
|
|
|
812
|
Montgomery Investment Management
Rockville,
Maryland
|
$2.93M
|
–
|
–
|
–
|
|
|
813
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.92M
|
+$763K
|
+10,200
|
+37%
|
|
|
814
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.92M
|
-$962K
|
-12,858
|
-25%
|
|
|
815
|
Bridges Investment Management
Omaha,
Nebraska
|
$2.92M
|
-$114K
|
-1,523
|
-4%
|
|
|
816
|
Twin Tree Management
Dallas,
Texas
|
$2.9M
|
+$2.81M
|
+37,577
|
New
|
|
|
817
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$2.89M
|
–
|
–
|
–
|
|
|
818
|
SignatureFD
Atlanta,
Georgia
|
$2.85M
|
-$248K
|
-3,311
|
-8%
|
|
|
819
|
TCW Group
Los Angeles,
California
|
$2.82M
|
-$537K
|
-7,175
|
-16%
|
|
|
820
|
Lee Financial
Dallas,
Texas
|
$2.82M
|
-$59K
|
-789
|
-2%
|
|
|
821
|
Bristlecone Advisors
Bellevue,
Washington
|
$2.79M
|
+$37.7K
|
+504
|
+1%
|
|
|
822
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$2.78M
|
–
|
–
|
–
|
|
|
823
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$2.77M
|
+$7.48K
|
+100
|
+0.3%
|
|
|
824
|
Rikoon Group
Santa Fe,
New Mexico
|
$2.77M
|
+$12.6K
|
+169
|
+0.5%
|
|
|
825
|
TFG Advisers
Auburn Hills,
Michigan
|
$2.77M
|
+$13K
|
+174
|
+0.5%
|
|
