|
901
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$626K
|
+$79.3K
|
+473
|
+15%
|
|
|
902
|
Fulcrum Capital
Seattle,
Washington
|
$625K
|
–
|
–
|
–
|
|
|
903
|
Fulton Bank
Lancaster,
Pennsylvania
|
$619K
|
-$133K
|
-791
|
-18%
|
|
|
904
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$612K
|
–
|
–
|
–
|
|
|
905
|
Kingswood Wealth Advisors
San Diego,
California
|
$611K
|
+$43.9K
|
+262
|
+8%
|
|
|
906
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$609K
|
+$579K
|
+3,455
|
New
|
|
|
907
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$608K
|
+$49.8K
|
+297
|
+9%
|
|
|
908
|
Smart Portfolios LLC
Seattle,
Washington
|
$607K
|
+$62.4K
|
+372
|
+12%
|
|
|
909
|
Private Advisory Group
Redmond,
Washington
|
$605K
|
+$222K
|
+1,321
|
+63%
|
|
|
910
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$601K
|
+$27.3K
|
+163
|
+5%
|
|
|
911
|
Trust Point Inc
La Crosse,
Wisconsin
|
$601K
|
-$56.5K
|
-337
|
-9%
|
|
|
912
|
Evergreen Capital Management
Bellevue,
Washington
|
$589K
|
-$153K
|
-912
|
-21%
|
|
|
913
|
Bank of Marin
Novato,
California
|
$586K
|
+$4.03K
|
+24
|
+0.7%
|
|
|
914
|
Menard Financial Group
Houston,
Texas
|
$572K
|
+$97.4K
|
+581
|
+22%
|
|
|
915
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$570K
|
-$42.6K
|
-254
|
-7%
|
|
|
916
|
Patron Partners
Houston,
Texas
|
$570K
|
+$24.1K
|
+144
|
+5%
|
|
|
917
|
Perigon Wealth Management
San Francisco,
California
|
$569K
|
+$92.6K
|
+552
|
+21%
|
|
|
918
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$569K
|
+$40.2K
|
+240
|
+8%
|
|
|
919
|
HeadInvest LLC
Portland,
Maine
|
$566K
|
–
|
–
|
–
|
|
|
920
|
NBT Bank
Norwich,
New York
|
$566K
|
–
|
–
|
–
|
|
|
921
|
Angeles Wealth Management
Santa Monica,
California
|
$566K
|
+$188K
|
+1,122
|
+54%
|
|
|
922
|
Humankind Investments
New York
|
$565K
|
-$47.5K
|
-283
|
-8%
|
|
|
923
|
Fidelis Capital Partners
Tampa,
Florida
|
$562K
|
+$41.9K
|
+250
|
+9%
|
|
|
924
|
Orion Capital Management
Coronado,
California
|
$553K
|
–
|
–
|
–
|
|
|
925
|
Equitable Holdings
New York
|
$546K
|
-$112K
|
-667
|
-18%
|
|
