|
626
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$968K
|
-$24.3K
|
-450
|
-3%
|
|
|
627
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$966K
|
+$39.8K
|
+735
|
+6%
|
|
|
628
|
Cerity Partners OCIO
New York
|
$965K
|
-$15.4K
|
-285
|
-2%
|
|
|
629
|
|
$965K
|
+$46.3K
|
+855
|
+7%
|
|
|
630
|
Krilogy Financial
St. Louis,
Missouri
|
$961K
|
+$26K
|
+480
|
+4%
|
|
|
631
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$959K
|
–
|
–
|
–
|
|
|
632
|
Continuum Advisory
Eagle,
Idaho
|
$955K
|
-$8.93K
|
-165
|
-1%
|
|
|
633
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$955K
|
+$337K
|
+6,225
|
+88%
|
|
|
634
|
Wealth Architects
Mountain View,
California
|
$950K
|
-$816K
|
-15,090
|
-53%
|
|
|
635
|
RBA Wealth Management
Newport Beach,
California
|
$942K
|
-$203K
|
-3,750
|
-22%
|
|
|
636
|
CSat Investment Advisory
Detroit,
Michigan
|
$929K
|
-$133K
|
-2,460
|
-16%
|
|
|
637
|
Tidal Investments
Milwaukee,
Wisconsin
|
$929K
|
-$133K
|
-2,460
|
-16%
|
|
|
638
|
Global Retirement Partners
San Rafael,
California
|
$929K
|
+$107K
|
+1,980
|
+18%
|
|
|
639
|
Gofen & Glossberg
Chicago,
Illinois
|
$928K
|
–
|
–
|
–
|
|
|
640
|
Bessemer Group
Woodbridge,
New Jersey
|
$922K
|
+$406K
|
+7,500
|
+141%
|
|
|
641
|
Bienville Capital Management
New York
|
$917K
|
–
|
–
|
–
|
|
|
642
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$915K
|
-$30K
|
-555
|
-4%
|
|
|
643
|
Liberty Wealth Management
Oakland,
California
|
$911K
|
-$246K
|
-4,545
|
-26%
|
|
|
644
|
Bourne Lent Asset Management
Pawling,
New York
|
$907K
|
–
|
–
|
–
|
|
|
645
|
Acadian Asset Management
Boston,
Massachusetts
|
$900K
|
+$59.2K
|
+1,095
|
+10%
|
|
|
646
|
WealthPLAN Partners
Omaha,
Nebraska
|
$897K
|
-$25.2K
|
-465
|
-5%
|
|
|
647
|
Monterey Private Wealth
Monterey,
California
|
$887K
|
-$81.1K
|
-1,500
|
-11%
|
|
|
648
|
Gotham Asset Management
New York
|
$882K
|
-$136K
|
-2,520
|
-17%
|
|
|
649
|
Brown Brothers Harriman & Co
New York
|
$880K
|
+$247K
|
+4,560
|
+59%
|
|
|
650
|
Lindbrook Capital
Calabasas,
California
|
$870K
|
+$341K
|
+6,300
|
+109%
|
|
