|
526
|
West Oak Capital
Westlake Village,
California
|
$104K
|
–
|
–
|
–
|
|
|
527
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$103K
|
-$251K
|
-3,328
|
-66%
|
|
|
528
|
Kings Point Capital Management
Great Neck,
New York
|
$103K
|
–
|
–
|
–
|
|
|
529
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$93K
|
-$69.3K
|
-920
|
-37%
|
|
|
530
|
TD Private Client Wealth
New York
|
$92.9K
|
+$119K
|
+1,574
|
New
|
|
|
531
|
Country Trust Bank
Bloomington,
Illinois
|
$90K
|
-$1.1M
|
-14,626
|
-91%
|
|
|
532
|
1776 Wealth
Atlanta,
Georgia
|
$85K
|
+$36.5K
|
+485
|
+50%
|
|
|
533
|
Atlas Private Wealth Management
Albany,
New York
|
$81K
|
+$151
|
+2
|
+0.1%
|
|
|
534
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$80K
|
+$29.2K
|
+388
|
+40%
|
|
|
535
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$79K
|
-$53.2K
|
-706
|
-34%
|
|
|
536
|
City Holding Co
Charleston,
West Virginia
|
$79K
|
–
|
–
|
–
|
|
|
537
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$74K
|
–
|
–
|
–
|
|
|
538
|
Monetary Management Group
St Louis,
Missouri
|
$72K
|
-$50.5K
|
-670
|
-35%
|
|
|
539
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$70K
|
-$1.28K
|
-17
|
-1%
|
|
|
540
|
Berkshire Money Management
Dalton,
Massachusetts
|
$70K
|
+$90K
|
+1,194
|
New
|
|
|
541
|
Reilly Financial Advisors
La Mesa,
California
|
$69K
|
-$18.8K
|
-250
|
-18%
|
|
|
542
|
Schroder Investment Management Group
London,
United Kingdom
|
$69K
|
–
|
–
|
–
|
|
|
543
|
Caldwell Trust
Venice,
Florida
|
$66.5K
|
-$3.01K
|
-40
|
-3%
|
|
|
544
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$63K
|
+$1.58K
|
+21
|
+2%
|
|
|
545
|
CVA Family Office
Denver,
Colorado
|
$62K
|
+$79.1K
|
+1,050
|
New
|
|
|
546
|
ClearBridge Investments
New York
|
$60K
|
+$452
|
+6
|
+0.6%
|
|
|
547
|
MBE Wealth Management
Tomah,
Wisconsin
|
$60K
|
+$77.6K
|
+1,030
|
New
|
|
|
548
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$59K
|
-$1.17M
|
-15,528
|
-94%
|
|
|
549
|
Clearstead Trust
Portland,
Maine
|
$59K
|
–
|
–
|
–
|
|
|
550
|
Golden State Wealth Management
Santa Ana,
California
|
$59K
|
+$75.8K
|
+1,006
|
New
|
|
