|
651
|
Cypress Asset Management
Houston,
Texas
|
$461K
|
+$4.76K
|
+89
|
+1%
|
|
|
652
|
WCM Investment Management
Laguna Beach,
California
|
$460K
|
+$435K
|
+8,127
|
New
|
|
|
653
|
Retirement Guys Formula
Maumee,
Ohio
|
$460K
|
-$5.73K
|
-107
|
-1%
|
|
|
654
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$460K
|
+$42.8K
|
+800
|
+11%
|
|
|
655
|
Spire Wealth Management
Mclean,
Virginia
|
$458K
|
+$102K
|
+1,906
|
+31%
|
|
|
656
|
Bank of Hawaii
Honolulu,
Hawaii
|
$456K
|
-$301K
|
-5,615
|
-41%
|
|
|
657
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$455K
|
-$79.5K
|
-1,486
|
-16%
|
|
|
658
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$454K
|
+$429K
|
+8,012
|
New
|
|
|
659
|
Boston Trust Walden
Boston,
Massachusetts
|
$453K
|
–
|
–
|
–
|
|
|
660
|
|
$453K
|
–
|
–
|
–
|
|
|
661
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$453K
|
-$71.4K
|
-1,335
|
-14%
|
|
|
662
|
SouthState Corp
Winter Haven,
Florida
|
$451K
|
+$19.2K
|
+359
|
+5%
|
|
|
663
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$449K
|
+$425K
|
+7,933
|
New
|
|
|
664
|
Spinnaker Trust
Portland,
Maine
|
$445K
|
-$21.7K
|
-406
|
-5%
|
|
|
665
|
Ballentine Partners
Waltham,
Massachusetts
|
$442K
|
-$92.5K
|
-1,728
|
-18%
|
|
|
666
|
Sage Rhino Capital
Menlo Park,
California
|
$442K
|
+$45K
|
+841
|
+12%
|
|
|
667
|
WR Wealth Planners
Columbia,
Missouri
|
$439K
|
+$411K
|
+7,685
|
+13,250%
|
|
|
668
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$439K
|
+$80.3K
|
+1,500
|
+24%
|
|
|
669
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$438K
|
+$963
|
+18
|
+0.2%
|
|
|
670
|
Bessemer Group
Woodbridge,
New Jersey
|
$435K
|
-$35.1K
|
-656
|
-8%
|
|
|
671
|
Abbrea Capital
Greenbrae,
California
|
$434K
|
–
|
–
|
–
|
|
|
672
|
Geneos Wealth Management
Englewood,
Colorado
|
$430K
|
+$72.8K
|
+1,360
|
+22%
|
|
|
673
|
Principal Street Partners
Memphis,
Tennessee
|
$429K
|
+$44.7K
|
+836
|
+12%
|
|
|
674
|
Allen Investment Management
New York
|
$429K
|
-$39K
|
-729
|
-9%
|
|
|
675
|
NewEdge Advisors
New Orleans,
Louisiana
|
$428K
|
+$319K
|
+5,967
|
+34%
|
|
