|
626
|
Caldwell Sutter Capital
Sausalito,
California
|
$385K
|
–
|
–
|
–
|
|
|
627
|
TownSquare Capital
Provo,
Utah
|
$383K
|
+$23.3K
|
+244
|
+6%
|
|
|
628
|
Affinity Investment Advisors
Newport Beach,
California
|
$382K
|
+$408K
|
+4,271
|
New
|
|
|
629
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$382K
|
–
|
–
|
–
|
|
|
630
|
MWA Asset Management
Lexington,
Massachusetts
|
$382K
|
-$5.45K
|
-57
|
-1%
|
|
|
631
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$376K
|
+$90.2K
|
+944
|
+29%
|
|
|
632
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$372K
|
-$43.3K
|
-453
|
-10%
|
|
|
633
|
Curi RMB Capital
Chicago,
Illinois
|
$371K
|
+$194K
|
+2,034
|
+96%
|
|
|
634
|
Trust Company of the South
Greensboro,
North Carolina
|
$369K
|
–
|
–
|
–
|
|
|
635
|
Horizon Investments
Charlotte,
North Carolina
|
$368K
|
+$5.25K
|
+55
|
+1%
|
|
|
636
|
Northeast Investment Management
Boston,
Massachusetts
|
$367K
|
-$165K
|
-1,730
|
-30%
|
|
|
637
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$365K
|
-$22.9K
|
-240
|
-6%
|
|
|
638
|
Busey Bank
Urbana,
Illinois
|
$364K
|
+$382
|
+4
|
+0.1%
|
|
|
639
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$362K
|
+$10.7K
|
+112
|
+3%
|
|
|
640
|
Sachetta
Lynnfield,
Massachusetts
|
$361K
|
-$1.05K
|
-11
|
-0.3%
|
|
|
641
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$360K
|
–
|
–
|
–
|
|
|
642
|
Boothbay Fund Management
New York
|
$359K
|
+$383K
|
+4,008
|
New
|
|
|
643
|
L2 Asset Management
Wayland,
Massachusetts
|
$356K
|
-$25.1K
|
-263
|
-6%
|
|
|
644
|
Evanson Asset Management
Carmel,
California
|
$356K
|
–
|
–
|
–
|
|
|
645
|
Profund Advisors
Bethesda,
Maryland
|
$352K
|
-$16.5K
|
-173
|
-4%
|
|
|
646
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$352K
|
+$126K
|
+1,319
|
+50%
|
|
|
647
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$351K
|
-$203K
|
-2,125
|
-35%
|
|
|
648
|
|
$349K
|
-$2.1K
|
-22
|
-0.6%
|
|
|
649
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$349K
|
+$108K
|
+1,128
|
+41%
|
|
|
650
|
Private Wealth Partners
Mill Valley,
California
|
$347K
|
-$19.1K
|
-200
|
-5%
|
|
