|
1376
|
Flywheel Private Wealth
Los Altos,
California
|
$654K
|
-$17.9K
|
-72
|
-3%
|
|
|
1377
|
Brooklyn Investment Group
Brooklyn,
New York
|
$654K
|
–
|
–
|
–
|
|
|
1378
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$653K
|
+$143K
|
+578
|
+29%
|
|
|
1379
|
Rothschild Investment LLC
Chicago,
Illinois
|
$651K
|
+$248
|
+1
|
+0%
|
|
|
1380
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$650K
|
+$496
|
+2
|
+0.1%
|
|
|
1381
|
Eagle Strategies
New York
|
$649K
|
+$19.3K
|
+78
|
+3%
|
|
|
1382
|
Lutz Financial Services
Omaha,
Nebraska
|
$646K
|
+$992
|
+4
|
+0.2%
|
|
|
1383
|
Astoria Portfolio Advisors
New York
|
$645K
|
–
|
–
|
–
|
|
|
1384
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$641K
|
–
|
–
|
–
|
|
|
1385
|
NorthRock Partners
Minneapolis,
Minnesota
|
$639K
|
+$337K
|
+1,360
|
+118%
|
|
|
1386
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$639K
|
-$9.18K
|
-37
|
-1%
|
|
|
1387
|
Searle & Co
Greenwich,
Connecticut
|
$636K
|
–
|
–
|
–
|
|
|
1388
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$635K
|
-$22.1K
|
-89
|
-3%
|
|
|
1389
|
Athena Investment Management
Orinda,
California
|
$633K
|
+$195K
|
+787
|
+46%
|
|
|
1390
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$633K
|
+$302K
|
+1,216
|
+95%
|
|
|
1391
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$632K
|
–
|
–
|
–
|
|
|
1392
|
Avidian Wealth Enterprises
Houston,
Texas
|
$631K
|
-$10.4K
|
-42
|
-2%
|
|
|
1393
|
Glaxis Capital Management
Sarasota,
Florida
|
$631K
|
+$11.7K
|
+47
|
+2%
|
|
|
1394
|
Rockland Trust
Hanover,
Massachusetts
|
$628K
|
+$613K
|
+2,471
|
New
|
|
|
1395
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$626K
|
-$72.9K
|
-294
|
-11%
|
|
|
1396
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$625K
|
-$11.2K
|
-45
|
-2%
|
|
|
1397
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$625K
|
+$35K
|
+141
|
+6%
|
|
|
1398
|
Denver PWM
Denver,
Colorado
|
$624K
|
–
|
–
|
–
|
|
|
1399
|
Montis Financial
Waltham,
Massachusetts
|
$622K
|
-$73.7K
|
-297
|
-11%
|
|
|
1400
|
Novem Group
Rochester,
New York
|
$621K
|
+$153K
|
+618
|
+34%
|
|
