|
526
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.86M
|
+$1.97M
|
+13,510
|
New
|
|
|
527
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.86M
|
-$14.6K
|
-100
|
-0.7%
|
|
|
528
|
Cypress Wealth Services
Palm Desert,
California
|
$1.85M
|
+$29.2K
|
+200
|
+2%
|
|
|
529
|
First Foundation Advisors
Irvine,
California
|
$1.85M
|
+$1.68M
|
+11,490
|
+580%
|
|
|
530
|
Roundview Capital
Princeton,
New Jersey
|
$1.85M
|
-$32.1K
|
-220
|
-2%
|
|
|
531
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$1.83M
|
-$731K
|
-5,000
|
-27%
|
|
|
532
|
BOK Financial
Tulsa,
Oklahoma
|
$1.81M
|
-$20.5K
|
-140
|
-1%
|
|
|
533
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.81M
|
-$61.4K
|
-420
|
-3%
|
|
|
534
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$1.77M
|
-$400K
|
-2,740
|
-18%
|
|
|
535
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.77M
|
+$73.1K
|
+500
|
+4%
|
|
|
536
|
Caprock Group
Boise,
Idaho
|
$1.76M
|
-$492K
|
-3,370
|
-21%
|
|
|
537
|
Davenport & Co
Richmond,
Virginia
|
$1.76M
|
+$1.12M
|
+7,660
|
+150%
|
|
|
538
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.76M
|
+$95K
|
+650
|
+5%
|
|
|
539
|
SkyOak Wealth
Southfield,
Michigan
|
$1.73M
|
–
|
–
|
–
|
|
|
540
|
Assenagon Asset Management
Senningerberg,
Luxembourg
|
$1.72M
|
-$115M
|
-784,610
|
-98%
|
|
|
541
|
|
$1.72M
|
-$4.86M
|
-33,260
|
-73%
|
|
|
542
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.72M
|
-$146K
|
-1,000
|
-7%
|
|
|
543
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.71M
|
+$1.81M
|
+12,410
|
New
|
|
|
544
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.69M
|
-$26.3K
|
-180
|
-1%
|
|
|
545
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.68M
|
–
|
–
|
–
|
|
|
546
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.68M
|
+$8.77K
|
+60
|
+0.5%
|
|
|
547
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.68M
|
+$276K
|
+1,890
|
+18%
|
|
|
548
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.67M
|
+$32.1K
|
+220
|
+2%
|
|
|
549
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.65M
|
+$1.46K
|
+10
|
+0.1%
|
|
|
550
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.64M
|
+$95K
|
+650
|
+6%
|
|
