|
676
|
Monterey Private Wealth
Monterey,
California
|
$879K
|
+$780
|
+4
|
+0.1%
|
|
|
677
|
Profit Investment Management
North Bethesda,
Maryland
|
$877K
|
+$4.88K
|
+25
|
+0.6%
|
|
|
678
|
Lyell Wealth Management
Menlo Park,
California
|
$875K
|
-$13.1K
|
-67
|
-2%
|
|
|
679
|
Charles Schwab Trust
Henderson,
Nevada
|
$871K
|
–
|
–
|
–
|
|
|
680
|
Deltec Asset Management
New York
|
$871K
|
+$780K
|
+4,000
|
New
|
|
|
681
|
|
$868K
|
–
|
–
|
–
|
|
|
682
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$861K
|
-$9.36K
|
-48
|
-1%
|
|
|
683
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$859K
|
+$343K
|
+1,760
|
+80%
|
|
|
684
|
Schnieders Capital Management
Pasadena,
California
|
$855K
|
–
|
–
|
–
|
|
|
685
|
Cinctive Capital Management
New York
|
$852K
|
+$764K
|
+3,916
|
New
|
|
|
686
|
Capital CS Group
Irvine,
California
|
$851K
|
+$763K
|
+3,911
|
New
|
|
|
687
|
Synovus Financial
Columbus,
Georgia
|
$844K
|
+$162K
|
+830
|
+27%
|
|
|
688
|
Koshinski Asset Management
Decatur,
Illinois
|
$842K
|
-$96.6K
|
-495
|
-11%
|
|
|
689
|
CreativeOne Wealth
Overland Park,
Kansas
|
$827K
|
+$741K
|
+3,798
|
New
|
|
|
690
|
Caprock Group
Boise,
Idaho
|
$823K
|
-$37.6K
|
-193
|
-5%
|
|
|
691
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$812K
|
+$220K
|
+1,130
|
+43%
|
|
|
692
|
Personal Capital Advisors
Redwood City,
California
|
$810K
|
+$112K
|
+575
|
+18%
|
|
|
693
|
Fiduciary Trust
Boston,
Massachusetts
|
$805K
|
+$237K
|
+1,214
|
+49%
|
|
|
694
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$799K
|
-$122K
|
-626
|
-15%
|
|
|
695
|
Rathbones Group
Liverpool,
United Kingdom
|
$793K
|
+$134K
|
+688
|
+23%
|
|
|
696
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$789K
|
+$58.1K
|
+298
|
+9%
|
|
|
697
|
Certuity
North Palm Beach,
Florida
|
$788K
|
+$265K
|
+1,359
|
+60%
|
|
|
698
|
|
$774K
|
+$70.6K
|
+362
|
+11%
|
|
|
699
|
Howard Capital Management (New York)
New York
|
$769K
|
+$6.44K
|
+33
|
+0.9%
|
|
|
700
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$765K
|
+$373K
|
+1,913
|
+119%
|
|
