|
801
|
J.W. Burns & Co
Dewitt,
New York
|
$1.97M
|
–
|
–
|
–
|
|
|
802
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.95M
|
-$156K
|
-1,244
|
-8%
|
|
|
803
|
Allworth Financial
Folsom,
California
|
$1.95M
|
+$159K
|
+1,270
|
+10%
|
|
|
804
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.95M
|
-$6.26K
|
-50
|
-0.4%
|
|
|
805
|
Garner Asset Management Corp
Plano,
Texas
|
$1.94M
|
-$386K
|
-3,081
|
-19%
|
|
|
806
|
SVB Wealth
Boston,
Massachusetts
|
$1.94M
|
-$187K
|
-1,493
|
-10%
|
|
|
807
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.93M
|
-$4.01M
|
-32,064
|
-71%
|
|
|
808
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.93M
|
-$28.3K
|
-226
|
-2%
|
|
|
809
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.92M
|
+$185K
|
+1,478
|
+13%
|
|
|
810
|
Oak Harvest Investment Services
Houston,
Texas
|
$1.91M
|
-$1.83M
|
-14,618
|
-52%
|
|
|
811
|
Spire Wealth Management
Mclean,
Virginia
|
$1.9M
|
+$1K
|
+8
|
+0.1%
|
|
|
812
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.9M
|
-$126K
|
-1,010
|
-7%
|
|
|
813
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.88M
|
+$180K
|
+1,435
|
+12%
|
|
|
814
|
One01 Capital
Burlingame,
California
|
$1.88M
|
-$3.43M
|
-27,400
|
-68%
|
|
|
815
|
United Capital Financial Advisors
Irving,
Texas
|
$1.88M
|
-$192K
|
-1,530
|
-11%
|
|
|
816
|
Auto-Owners Insurance
Lansing,
Michigan
|
$1.88M
|
–
|
–
|
–
|
|
|
817
|
FDx Advisors
Chicago,
Illinois
|
$1.87M
|
+$406K
|
+3,244
|
+33%
|
|
|
818
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.87M
|
+$54.6K
|
+436
|
+3%
|
|
|
819
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.86M
|
-$1.88K
|
-15
|
-0.1%
|
|
|
820
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.86M
|
-$118K
|
-940
|
-7%
|
|
|
821
|
Clarius Group LLC
Seattle,
Washington
|
$1.85M
|
+$12.3K
|
+98
|
+0.8%
|
|
|
822
|
Scott & Selber Inc
Houston,
Texas
|
$1.85M
|
-$3.25K
|
-26
|
-0.2%
|
|
|
823
|
Virtus Family Office
El Paso,
Texas
|
$1.85M
|
+$21.7K
|
+173
|
+1%
|
|
|
824
|
Meeder Asset Management
Dublin,
Ohio
|
$1.85M
|
+$464K
|
+3,709
|
+41%
|
|
|
825
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.84M
|
+$35.9K
|
+287
|
+2%
|
|
