|
876
|
Trilogy Capital
Irvine,
California
|
$4.11M
|
+$335K
|
+1,276
|
+9%
|
|
|
877
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$4.11M
|
+$612K
|
+2,332
|
+18%
|
|
|
878
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$4.1M
|
+$381K
|
+1,451
|
+11%
|
|
|
879
|
|
$4.1M
|
-$8.14K
|
-31
|
-0.2%
|
|
|
880
|
SlateStone Wealth
Jupiter,
Florida
|
$4.1M
|
-$158K
|
-600
|
-4%
|
|
|
881
|
Choate Investment Advisors
Boston,
Massachusetts
|
$4.1M
|
-$338K
|
-1,288
|
-8%
|
|
|
882
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$4.09M
|
-$83.2K
|
-317
|
-2%
|
|
|
883
|
American Assets Investment Management
San Diego,
California
|
$4.08M
|
–
|
–
|
–
|
|
|
884
|
Barbara Oil Co
Chicago,
Illinois
|
$4.08M
|
–
|
–
|
–
|
|
|
885
|
KP Management
Edina,
Minnesota
|
$4.08M
|
–
|
–
|
–
|
|
|
886
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$4.08M
|
+$99K
|
+377
|
+3%
|
|
|
887
|
TAGStone Capital
Charlotte,
North Carolina
|
$4.08M
|
+$17.3K
|
+66
|
+0.4%
|
|
|
888
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.07M
|
-$1.02M
|
-3,892
|
-21%
|
|
|
889
|
Linscomb Wealth
Houston,
Texas
|
$4.07M
|
+$85.1K
|
+324
|
+2%
|
|
|
890
|
Chicago Trust
Grayslake,
Illinois
|
$4.06M
|
+$181K
|
+689
|
+5%
|
|
|
891
|
Hall Capital Management
Barrington,
Rhode Island
|
$4.04M
|
-$84K
|
-320
|
-2%
|
|
|
892
|
Slow Capital
Greenbrae,
California
|
$4.03M
|
+$89.3K
|
+340
|
+2%
|
|
|
893
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.02M
|
+$431K
|
+1,642
|
+13%
|
|
|
894
|
Ashton Thomas Securities
Rochester,
New York
|
$4.01M
|
-$493K
|
-1,879
|
-11%
|
|
|
895
|
Clear Trail Advisors
Houston,
Texas
|
$4.01M
|
+$113K
|
+431
|
+3%
|
|
|
896
|
Penobscot Investment Management
Boston,
Massachusetts
|
$4M
|
-$186K
|
-707
|
-5%
|
|
|
897
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$3.99M
|
-$30.2K
|
-115
|
-0.8%
|
|
|
898
|
Vickerman Investment Advisors
Spokane,
Washington
|
$3.99M
|
-$666K
|
-2,538
|
-15%
|
|
|
899
|
HUB Investment Partners
Austin,
Texas
|
$3.98M
|
+$702K
|
+2,674
|
+22%
|
|
|
900
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$3.97M
|
-$646K
|
-2,461
|
-14%
|
|
