|
476
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$545K
|
-$15.8K
|
-64
|
-3%
|
|
|
477
|
Evergreen Capital Management
Bellevue,
Washington
|
$539K
|
+$219K
|
+890
|
+69%
|
|
|
478
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$538K
|
-$142K
|
-578
|
-21%
|
|
|
479
|
Sigma Investment Counselors
Northville,
Michigan
|
$538K
|
–
|
–
|
–
|
|
|
480
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$538K
|
+$27.1K
|
+110
|
+5%
|
|
|
481
|
Coldstream Capital Management
Bellevue,
Washington
|
$538K
|
+$55.6K
|
+226
|
+12%
|
|
|
482
|
Pacific Sun Financial
Los Angeles,
California
|
$531K
|
+$9.85K
|
+40
|
+2%
|
|
|
483
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$531K
|
+$32K
|
+130
|
+6%
|
|
|
484
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$528K
|
-$47.3K
|
-192
|
-8%
|
|
|
485
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$525K
|
–
|
–
|
–
|
|
|
486
|
Bell Bank
Fargo,
North Dakota
|
$518K
|
–
|
–
|
–
|
|
|
487
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$510K
|
-$171K
|
-694
|
-25%
|
|
|
488
|
Athena Investment Management
Orinda,
California
|
$510K
|
+$506K
|
+2,055
|
New
|
|
|
489
|
Asset Dedication LLC
San Francisco,
California
|
$500K
|
+$79K
|
+321
|
+19%
|
|
|
490
|
Checchi Capital Advisers
Beverly Hills,
California
|
$498K
|
-$2.65M
|
-10,745
|
-84%
|
|
|
491
|
Kestra Private Wealth Services
Austin,
Texas
|
$498K
|
-$2.22K
|
-9
|
-0.4%
|
|
|
492
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$498K
|
+$119K
|
+483
|
+32%
|
|
|
493
|
Permit Capital Advisors
West Conshohocken,
Pennsylvania
|
$497K
|
+$507K
|
+2,058
|
New
|
|
|
494
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$493K
|
-$437K
|
-1,775
|
-47%
|
|
|
495
|
CCG Wealth Management
San Diego,
California
|
$493K
|
–
|
–
|
–
|
|
|
496
|
My Legacy Advisors
Bend,
Oregon
|
$493K
|
+$489K
|
+1,987
|
New
|
|
|
497
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$492K
|
-$4.68K
|
-19
|
-0.9%
|
|
|
498
|
Level Four Advisory Services
Dallas,
Texas
|
$489K
|
–
|
–
|
–
|
|
|
499
|
Capital Investment Advisors
Atlanta,
Georgia
|
$485K
|
+$481K
|
+1,955
|
New
|
|
|
500
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$481K
|
–
|
–
|
–
|
|
