|
601
|
Alpha Family Trust
Los Angeles,
California
|
$359K
|
-$17.5K
|
-260
|
-5%
|
|
|
602
|
Cresset Asset Management
Chicago,
Illinois
|
$356K
|
+$355K
|
+5,268
|
New
|
|
|
603
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$355K
|
-$337
|
-5
|
-0.1%
|
|
|
604
|
Larson Financial Group
St Louis,
Missouri
|
$355K
|
+$472
|
+7
|
+0.1%
|
|
|
605
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$354K
|
+$26.5K
|
+392
|
+8%
|
|
|
606
|
Bessemer Group
Woodbridge,
New Jersey
|
$353K
|
+$11.5K
|
+170
|
+3%
|
|
|
607
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$353K
|
–
|
–
|
–
|
|
|
608
|
Concord Wealth Partners
Abingdon,
Virginia
|
$350K
|
+$104K
|
+1,544
|
+42%
|
|
|
609
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$348K
|
–
|
–
|
–
|
|
|
610
|
RWA Wealth Partners
Newton,
Massachusetts
|
$347K
|
+$8.57K
|
+127
|
+3%
|
|
|
611
|
HeadInvest LLC
Portland,
Maine
|
$345K
|
–
|
–
|
–
|
|
|
612
|
West Family Investments
Carlsbad,
California
|
$345K
|
-$282K
|
-4,184
|
-45%
|
|
|
613
|
Trillium Asset Management
Boston,
Massachusetts
|
$344K
|
-$93.3K
|
-1,382
|
-22%
|
|
|
614
|
TCI Wealth Advisors
Tucson,
Arizona
|
$344K
|
+$55.2K
|
+818
|
+19%
|
|
|
615
|
Wealthstar Advisors
Plano,
Texas
|
$340K
|
–
|
–
|
–
|
|
|
616
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$340K
|
-$3.91K
|
-58
|
-1%
|
|
|
617
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$340K
|
–
|
–
|
–
|
|
|
618
|
Williams Jones Wealth Management
New York
|
$338K
|
-$6.75K
|
-100
|
-2%
|
|
|
619
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$335K
|
-$41.9K
|
-621
|
-11%
|
|
|
620
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$334K
|
+$24.4K
|
+361
|
+8%
|
|
|
621
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$333K
|
+$334K
|
+4,944
|
New
|
|
|
622
|
Caprock Group
Boise,
Idaho
|
$333K
|
+$39.3K
|
+582
|
+13%
|
|
|
623
|
DFPG Investments
Sandy,
Utah
|
$332K
|
+$332K
|
+4,927
|
New
|
|
|
624
|
Vise Technologies
New York
|
$331K
|
+$121K
|
+1,793
|
+57%
|
|
|
625
|
Abbrea Capital
Greenbrae,
California
|
$331K
|
–
|
–
|
–
|
|
