|
626
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$21K
|
+$7.12K
|
+59
|
+54%
|
|
|
627
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
628
|
Gemmer Asset Management
Walnut Creek,
California
|
$19K
|
–
|
–
|
–
|
|
|
629
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$17K
|
+$12.8K
|
+106
|
+342%
|
|
|
630
|
Bruderman Asset Management
Locust Valley,
New York
|
$16K
|
–
|
–
|
–
|
|
|
631
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
632
|
Evercore Wealth Management
New York
|
$16K
|
–
|
–
|
–
|
|
|
633
|
Invictus RG
Hamilton,
Bermuda
|
$16K
|
+$15.9K
|
+132
|
New
|
|
|
634
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$15K
|
+$15.1K
|
+125
|
New
|
|
|
635
|
WealthPLAN Partners
Omaha,
Nebraska
|
$13.5K
|
-$13.3K
|
-110
|
-50%
|
|
|
636
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
637
|
Raffa Wealth Management
Washington,
District of Columbia
|
$12.9K
|
–
|
–
|
–
|
|
|
638
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
639
|
Physicians Financial Services
Raleigh,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
640
|
First Personal Financial Services
Charlotte,
North Carolina
|
$9K
|
-$23.5K
|
-195
|
-72%
|
|
|
641
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
642
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8K
|
+$1.45K
|
+12
|
+24%
|
|
|
643
|
Perigon Wealth Management
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
644
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$6K
|
-$24.1K
|
-200
|
-79%
|
|
|
645
|
Lebenthal Asset Management
New York
|
$5K
|
+$5.07K
|
+42
|
New
|
|
|
646
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
-$1.57K
|
-13
|
-28%
|
|
|
647
|
D. Scott Neal
Lexington,
Kentucky
|
$4K
|
–
|
–
|
–
|
|
|
648
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
649
|
Tarbox Family Office
Newport Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
650
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4K
|
+$2.05K
|
+17
|
+100%
|
|
