|
801
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$233K
|
+$27.5K
|
+463
|
+13%
|
|
|
802
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$227K
|
+$65.5K
|
+1,104
|
+41%
|
|
|
803
|
E&G Advisors
Houston,
Texas
|
$226K
|
+$226K
|
+3,800
|
New
|
|
|
804
|
|
$223K
|
–
|
–
|
–
|
|
|
805
|
Physicians Financial Services
Raleigh,
North Carolina
|
$221K
|
–
|
–
|
–
|
|
|
806
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$218K
|
+$218K
|
+3,673
|
New
|
|
|
807
|
KeyBank National Association
Cleveland,
Ohio
|
$216K
|
+$215K
|
+3,627
|
New
|
|
|
808
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$216K
|
+$216K
|
+3,631
|
New
|
|
|
809
|
NuWave Investment Management
Parsippany,
New Jersey
|
$215K
|
+$193K
|
+3,247
|
+878%
|
|
|
810
|
BOK Financial
Tulsa,
Oklahoma
|
$214K
|
-$9.32K
|
-157
|
-4%
|
|
|
811
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$214K
|
–
|
–
|
–
|
|
|
812
|
HCR Wealth Advisors
Los Angeles,
California
|
$214K
|
+$214K
|
+3,598
|
New
|
|
|
813
|
Fiduciary Group
Savannah,
Georgia
|
$214K
|
+$214K
|
+3,603
|
New
|
|
|
814
|
|
$211K
|
-$720K
|
-12,139
|
-77%
|
|
|
815
|
Coldstream Capital Management
Bellevue,
Washington
|
$210K
|
-$2.84M
|
-47,869
|
-93%
|
|
|
816
|
Private Capital Group
West Hartford,
Connecticut
|
$209K
|
+$38.5K
|
+649
|
+23%
|
|
|
817
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$209K
|
+$94.7K
|
+1,596
|
+84%
|
|
|
818
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$206K
|
-$18.7K
|
-315
|
-8%
|
|
|
819
|
Credential Qtrade Securities
Vancouver,
|
$204K
|
+$20.7K
|
+348
|
+11%
|
|
|
820
|
CPWM LLC
Seattle,
Washington
|
$204K
|
+$204K
|
+3,437
|
New
|
|
|
821
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$203K
|
–
|
–
|
–
|
|
|
822
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$202K
|
+$201K
|
+3,388
|
New
|
|
|
823
|
Cairn Investment Group
Vancouver,
Washington
|
$201K
|
–
|
–
|
–
|
|
|
824
|
Comerica Securities
Detroit,
Michigan
|
$201K
|
+$201K
|
+3,381
|
New
|
|
|
825
|
CSat Investment Advisory
Detroit,
Michigan
|
$200K
|
+$78.5K
|
+1,322
|
+65%
|
|
