|
801
|
Beaton Management Company
Haverhill,
Massachusetts
|
$383K
|
–
|
–
|
–
|
|
|
802
|
Fisher Asset Management
Camas,
Washington
|
$382K
|
-$39.3K
|
-332
|
-9%
|
|
|
803
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$382K
|
–
|
–
|
–
|
|
|
804
|
Kalos Management
Alpharetta,
Georgia
|
$382K
|
+$14.9K
|
+126
|
+4%
|
|
|
805
|
Douglass Winthrop Advisors
New York
|
$381K
|
–
|
–
|
–
|
|
|
806
|
Shufro Rose & Co
New York
|
$381K
|
–
|
–
|
–
|
|
|
807
|
Affinity Investment Advisors
Newport Beach,
California
|
$377K
|
–
|
–
|
–
|
|
|
808
|
Lokken Investment Group
Lewes,
Delaware
|
$377K
|
+$28.9K
|
+244
|
+8%
|
|
|
809
|
Innovative Portfolios
Indianapolis,
Indiana
|
$374K
|
–
|
–
|
–
|
|
|
810
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$374K
|
+$22.1K
|
+187
|
+6%
|
|
|
811
|
Darwin Wealth Management
Tampa,
Florida
|
$372K
|
-$3.08K
|
-26
|
-0.8%
|
|
|
812
|
Tiedemann Advisors
New York
|
$369K
|
–
|
–
|
–
|
|
|
813
|
Next Financial Group
Houston,
Texas
|
$369K
|
+$171K
|
+1,446
|
+85%
|
|
|
814
|
Wealthspire Advisors (New York)
New York
|
$368K
|
-$38.8K
|
-328
|
-9%
|
|
|
815
|
RFG Advisory
Birmingham,
Alabama
|
$368K
|
-$36.7K
|
-310
|
-9%
|
|
|
816
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$368K
|
+$8.87K
|
+75
|
+3%
|
|
|
817
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$367K
|
-$5.09K
|
-43
|
-1%
|
|
|
818
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$366K
|
-$21.4K
|
-181
|
-5%
|
|
|
819
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$366K
|
-$4.14K
|
-35
|
-1%
|
|
|
820
|
Longfellow Investment Management
Boston,
Massachusetts
|
$363K
|
–
|
–
|
–
|
|
|
821
|
BSW Wealth Partners
Boulder,
Colorado
|
$353K
|
–
|
–
|
–
|
|
|
822
|
TAP Consulting
Kirkwood,
Missouri
|
$353K
|
–
|
–
|
–
|
|
|
823
|
United Bank (Virginia)
Vienna,
Virginia
|
$353K
|
–
|
–
|
–
|
|
|
824
|
Trust Asset Management
Houston,
Texas
|
$352K
|
–
|
–
|
–
|
|
|
825
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$351K
|
+$353K
|
+2,987
|
New
|
|
