|
801
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.75M
|
-$32.9K
|
-239
|
-2%
|
|
|
802
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.75M
|
-$10.7K
|
-78
|
-0.6%
|
|
|
803
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.74M
|
-$412K
|
-2,993
|
-18%
|
|
|
804
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.74M
|
+$74.3K
|
+540
|
+4%
|
|
|
805
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.73M
|
+$4.13K
|
+30
|
+0.2%
|
|
|
806
|
Charter Research & Investment Group
Southport,
Connecticut
|
$1.73M
|
-$303K
|
-2,200
|
-14%
|
|
|
807
|
Pinnbrook Capital Management
New York
|
$1.72M
|
-$403K
|
-2,927
|
-18%
|
|
|
808
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$1.71M
|
+$37.2K
|
+270
|
+2%
|
|
|
809
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.69M
|
+$270K
|
+1,958
|
+18%
|
|
|
810
|
Clarius Group LLC
Seattle,
Washington
|
$1.69M
|
–
|
–
|
–
|
|
|
811
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$1.69M
|
+$68.6K
|
+498
|
+4%
|
|
|
812
|
Burleson & Co
Petaluma,
California
|
$1.68M
|
+$1.1K
|
+8
|
+0.1%
|
|
|
813
|
Inverness Counsel
New York
|
$1.67M
|
-$107K
|
-775
|
-6%
|
|
|
814
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$1.66M
|
-$72.3K
|
-525
|
-4%
|
|
|
815
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.65M
|
-$46.4K
|
-337
|
-3%
|
|
|
816
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.65M
|
+$138K
|
+1,000
|
+9%
|
|
|
817
|
Acadian Asset Management
Boston,
Massachusetts
|
$1.65M
|
-$61.8K
|
-449
|
-3%
|
|
|
818
|
Liontrust Investment Partners
London,
United Kingdom
|
$1.65M
|
–
|
–
|
–
|
|
|
819
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.64M
|
+$52.2K
|
+379
|
+3%
|
|
|
820
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.64M
|
+$79.3K
|
+576
|
+5%
|
|
|
821
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.62M
|
+$259K
|
+1,880
|
+18%
|
|
|
822
|
Sompo Asset Management
Tokyo,
Japan
|
$1.6M
|
-$672K
|
-4,880
|
-29%
|
|
|
823
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.6M
|
-$726K
|
-5,275
|
-30%
|
|
|
824
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.6M
|
-$682K
|
-4,951
|
-29%
|
|
|
825
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.6M
|
+$2.89K
|
+21
|
+0.2%
|
|
