|
801
|
Mission Wealth Management
Santa Barbara,
California
|
$3.5M
|
+$924K
|
+2,593
|
+32%
|
|
|
802
|
Mystic Asset Management
Warwick,
Rhode Island
|
$3.5M
|
–
|
–
|
–
|
|
|
803
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.5M
|
+$272K
|
+763
|
+8%
|
|
|
804
|
Advisors Asset Management
Monument,
Colorado
|
$3.49M
|
-$2.18M
|
-6,124
|
-37%
|
|
|
805
|
Rokos Capital Management (UK)
London,
United Kingdom
|
$3.48M
|
+$3.76M
|
+10,558
|
New
|
|
|
806
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.48M
|
+$158K
|
+444
|
+4%
|
|
|
807
|
Diversified Trust
Memphis,
Tennessee
|
$3.48M
|
+$1.04M
|
+2,915
|
+38%
|
|
|
808
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$3.47M
|
+$5.34K
|
+15
|
+0.1%
|
|
|
809
|
|
$3.47M
|
+$3.75M
|
+10,518
|
+525,900%
|
|
|
810
|
Zhang Financial
Portage,
Michigan
|
$3.46M
|
+$473K
|
+1,327
|
+14%
|
|
|
811
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$3.45M
|
-$722K
|
-2,026
|
-16%
|
|
|
812
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$3.43M
|
-$67K
|
-188
|
-2%
|
|
|
813
|
NorthRock Partners
Minneapolis,
Minnesota
|
$3.41M
|
+$98.7K
|
+277
|
+3%
|
|
|
814
|
Whalerock Point Partners
Providence,
Rhode Island
|
$3.41M
|
-$160K
|
-450
|
-4%
|
|
|
815
|
Naples Global Advisors
Naples,
Florida
|
$3.38M
|
+$145K
|
+408
|
+4%
|
|
|
816
|
Argent Trust Co
Nashville,
Tennessee
|
$3.38M
|
-$193K
|
-542
|
-5%
|
|
|
817
|
Consolidated Capital Management
Burbank,
California
|
$3.38M
|
+$223K
|
+626
|
+7%
|
|
|
818
|
Parallel Advisors
San Francisco,
California
|
$3.37M
|
+$47.7K
|
+134
|
+1%
|
|
|
819
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.37M
|
+$110K
|
+310
|
+3%
|
|
|
820
|
VestGen Advisors
Inverness,
Illinois
|
$3.37M
|
+$3.64M
|
+10,214
|
New
|
|
|
821
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3.37M
|
+$347K
|
+973
|
+11%
|
|
|
822
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$3.34M
|
-$9.97K
|
-28
|
-0.3%
|
|
|
823
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.33M
|
+$223K
|
+625
|
+7%
|
|
|
824
|
Fisher Funds Management
Auckland,
New Zealand
|
$3.31M
|
–
|
–
|
–
|
|
|
825
|
Kinloch Capital
Glen Allen,
Virginia
|
$3.3M
|
-$216K
|
-605
|
-6%
|
|
