|
526
|
Dodge & Cox
San Francisco,
California
|
$240K
|
–
|
–
|
–
|
|
|
527
|
|
$240K
|
–
|
–
|
–
|
|
|
528
|
State Street
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
529
|
Ascent Group
Virginia Beach,
Virginia
|
$240K
|
+$245K
|
+3,987
|
New
|
|
|
530
|
Cary Street Partners
Richmond,
Virginia
|
$238K
|
-$10.2K
|
-165
|
-4%
|
|
|
531
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$237K
|
–
|
–
|
–
|
|
|
532
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$236K
|
+$242K
|
+3,928
|
New
|
|
|
533
|
Summitry LLC
Foster City,
California
|
$235K
|
+$19.1K
|
+311
|
+9%
|
|
|
534
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$234K
|
-$10.2K
|
-166
|
-4%
|
|
|
535
|
Keel Point
Huntsville,
Alabama
|
$233K
|
-$62
|
-1
|
-0%
|
|
|
536
|
Sandy Spring Bank
Olney,
Maryland
|
$232K
|
-$25.1K
|
-407
|
-10%
|
|
|
537
|
LRI Investments
Palm Beach Gardens,
Florida
|
$230K
|
+$177K
|
+2,875
|
+302%
|
|
|
538
|
Atria Wealth Solutions
New York
|
$229K
|
+$14.8K
|
+241
|
+7%
|
|
|
539
|
SageView Advisory Group
Newport Beach,
California
|
$229K
|
-$8K
|
-130
|
-3%
|
|
|
540
|
Bearing Point Capital
Bloomington,
Minnesota
|
$228K
|
+$234K
|
+3,800
|
New
|
|
|
541
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
542
|
Solstein Capital
Menlo Park,
California
|
$228K
|
–
|
–
|
–
|
|
|
543
|
Belpointe Asset Management
Reno,
Nevada
|
$228K
|
-$20K
|
-325
|
-8%
|
|
|
544
|
Insigneo Advisory Services
Miami,
Florida
|
$223K
|
-$445K
|
-7,235
|
-66%
|
|
|
545
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$222K
|
+$21.1K
|
+342
|
+10%
|
|
|
546
|
MONECO Advisors
Fairfield,
Connecticut
|
$219K
|
+$225K
|
+3,652
|
New
|
|
|
547
|
Breakwater Capital Group
Paramus,
New Jersey
|
$217K
|
-$122K
|
-1,984
|
-35%
|
|
|
548
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$213K
|
-$52.4K
|
-851
|
-20%
|
|
|
549
|
Wright Investors Service
Shelton,
Connecticut
|
$212K
|
-$25.4K
|
-412
|
-10%
|
|
|
550
|
Cantor Fitzgerald
New York
|
$210K
|
+$215K
|
+3,500
|
New
|
|
