|
901
|
Whalerock Point Partners
Providence,
Rhode Island
|
$216K
|
+$3.35K
|
+25
|
+1%
|
|
|
902
|
Sweeney & Michel
Chico,
California
|
$215K
|
+$273K
|
+2,036
|
New
|
|
|
903
|
Stelac Advisory Services
New York
|
$213K
|
–
|
–
|
–
|
|
|
904
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$211K
|
-$2.14K
|
-16
|
-0.9%
|
|
|
905
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$210K
|
+$235K
|
+1,757
|
New
|
|
|
906
|
PGIM Custom Harvest
Newark,
New Jersey
|
$209K
|
+$234K
|
+1,750
|
New
|
|
|
907
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$209K
|
-$44.9K
|
-335
|
-16%
|
|
|
908
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$208K
|
-$203K
|
-1,513
|
-47%
|
|
|
909
|
Osterweis Capital Management
San Francisco,
California
|
$205K
|
+$670
|
+5
|
+0.3%
|
|
|
910
|
Evoke Wealth
Los Angeles,
California
|
$205K
|
+$230K
|
+1,720
|
New
|
|
|
911
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$205K
|
+$230K
|
+1,715
|
New
|
|
|
912
|
LVW Advisors
Pittsford,
New York
|
$204K
|
+$228K
|
+1,704
|
New
|
|
|
913
|
Fiduciary Family Office
Boca Raton,
Florida
|
$203K
|
+$228K
|
+1,700
|
New
|
|
|
914
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$202K
|
+$227K
|
+1,693
|
New
|
|
|
915
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$202K
|
-$204K
|
-1,523
|
-47%
|
|
|
916
|
iSAM Funds (UK)
London,
United Kingdom
|
$201K
|
+$226K
|
+1,685
|
New
|
|
|
917
|
CX Institutional
Auburn,
Indiana
|
$201K
|
-$3.62K
|
-27
|
-2%
|
|
|
918
|
Advisory Alpha
Holland,
Michigan
|
$200K
|
+$225K
|
+1,676
|
New
|
|
|
919
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$200K
|
-$13.5K
|
-101
|
-6%
|
|
|
920
|
Opal Wealth Advisors
Jericho,
New York
|
$195K
|
+$13.9K
|
+104
|
+7%
|
|
|
921
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$192K
|
-$79.4K
|
-593
|
-27%
|
|
|
922
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$189K
|
+$212K
|
+1,582
|
New
|
|
|
923
|
Delta Asset Management
Memphis,
Tennessee
|
$185K
|
–
|
–
|
–
|
|
|
924
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$183K
|
+$70.2K
|
+524
|
+52%
|
|
|
925
|
|
$182K
|
+$204K
|
+1,524
|
New
|
|
