|
651
|
Circle Wealth Management
Summit,
New Jersey
|
$271K
|
+$275K
|
+3,008
|
New
|
|
|
652
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$270K
|
-$129K
|
-1,414
|
-32%
|
|
|
653
|
|
$270K
|
–
|
–
|
–
|
|
|
654
|
Glenview Trust
Louisville,
Kentucky
|
$268K
|
-$1.83K
|
-20
|
-0.7%
|
|
|
655
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$267K
|
-$27.6K
|
-302
|
-9%
|
|
|
656
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$266K
|
+$234K
|
+2,565
|
+671%
|
|
|
657
|
Wellington Shields Capital Management
New York
|
$266K
|
+$269K
|
+2,950
|
New
|
|
|
658
|
Lucia Wealth Services
San Diego,
California
|
$263K
|
–
|
–
|
–
|
|
|
659
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$261K
|
+$10.8K
|
+118
|
+4%
|
|
|
660
|
Osborne Partners Capital Management
San Francisco,
California
|
$259K
|
+$21.5K
|
+236
|
+9%
|
|
|
661
|
Truist Financial
Charlotte,
North Carolina
|
$257K
|
-$28.2K
|
-309
|
-10%
|
|
|
662
|
MV Capital Management
Bethesda,
Maryland
|
$256K
|
-$617K
|
-6,755
|
-70%
|
|
|
663
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$256K
|
-$556K
|
-6,091
|
-68%
|
|
|
664
|
Bison Wealth
Atlanta,
Georgia
|
$255K
|
–
|
–
|
–
|
|
|
665
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$255K
|
+$6.12K
|
+67
|
+2%
|
|
|
666
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$253K
|
–
|
–
|
–
|
|
|
667
|
Ascent Wealth Partners
New Hartford,
New York
|
$253K
|
–
|
–
|
–
|
|
|
668
|
Alpha Cubed Investments
Irvine,
California
|
$252K
|
-$21.2K
|
-232
|
-8%
|
|
|
669
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$252K
|
+$250K
|
+2,736
|
New
|
|
|
670
|
Brighton Jones LLC
Seattle,
Washington
|
$251K
|
+$17K
|
+186
|
+7%
|
|
|
671
|
Viridian RIA
Bothell,
Washington
|
$251K
|
+$39K
|
+427
|
+18%
|
|
|
672
|
Brown Advisory Securities
Baltimore,
Maryland
|
$250K
|
-$13.7K
|
-150
|
-5%
|
|
|
673
|
Linscomb Wealth
Houston,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
674
|
Clear Perspective Advisors
Aurora,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
675
|
Quadrant Capital Management
Fairfield,
New Jersey
|
$243K
|
–
|
–
|
–
|
|
