|
651
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.75M
|
-$329K
|
-4,244
|
-15%
|
|
|
652
|
Frankly Finances
Winter Park,
Florida
|
$1.75M
|
–
|
–
|
–
|
|
|
653
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.75M
|
+$387
|
+5
|
+0%
|
|
|
654
|
Sepio Capital
Salt Lake City,
Utah
|
$1.73M
|
-$221K
|
-2,857
|
-11%
|
|
|
655
|
James Investment Research
Alpha,
Ohio
|
$1.73M
|
+$209K
|
+2,701
|
+13%
|
|
|
656
|
Brown Brothers Harriman & Co
New York
|
$1.73M
|
-$359K
|
-4,635
|
-17%
|
|
|
657
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.72M
|
-$78.6K
|
-1,014
|
-5%
|
|
|
658
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.71M
|
-$45.6K
|
-589
|
-3%
|
|
|
659
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.71M
|
+$93K
|
+1,200
|
+6%
|
|
|
660
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$1.7M
|
+$305K
|
+3,942
|
+21%
|
|
|
661
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
662
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.69M
|
-$44.9K
|
-580
|
-3%
|
|
|
663
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.68M
|
+$1.73M
|
+22,353
|
New
|
|
|
664
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.68M
|
-$452K
|
-5,831
|
-21%
|
|
|
665
|
Americana Partners
Houston,
Texas
|
$1.68M
|
+$299K
|
+3,860
|
+21%
|
|
|
666
|
WealthCollab
Bellevue,
Washington
|
$1.67M
|
-$40.7K
|
-526
|
-2%
|
|
|
667
|
Smith Partners Wealth Management
Greensboro,
North Carolina
|
$1.66M
|
-$56K
|
-723
|
-3%
|
|
|
668
|
Solstein Capital
Menlo Park,
California
|
$1.65M
|
-$709K
|
-9,158
|
-29%
|
|
|
669
|
Harrell Investment Partners
Austin,
Texas
|
$1.65M
|
+$719K
|
+9,276
|
+73%
|
|
|
670
|
Camelot Portfolios
Maumee,
Ohio
|
$1.64M
|
-$1.03M
|
-13,349
|
-38%
|
|
|
671
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.64M
|
-$519K
|
-6,701
|
-23%
|
|
|
672
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.63M
|
-$64.5K
|
-833
|
-4%
|
|
|
673
|
HeadInvest LLC
Portland,
Maine
|
$1.63M
|
+$1.04M
|
+13,465
|
+164%
|
|
|
674
|
Shelton Capital Management
Denver,
Colorado
|
$1.61M
|
+$1.66M
|
+21,480
|
New
|
|
|
675
|
Hill Island Financial
Grand Rapids,
Michigan
|
$1.61M
|
–
|
–
|
–
|
|
