|
801
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$877K
|
+$1.01M
|
+3,174
|
New
|
|
|
802
|
SNS Financial Group
Minneapolis,
Minnesota
|
$875K
|
-$130K
|
-407
|
-11%
|
|
|
803
|
Parallel Advisors
San Francisco,
California
|
$874K
|
-$126K
|
-395
|
-11%
|
|
|
804
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$870K
|
+$62.8K
|
+197
|
+7%
|
|
|
805
|
RWA Wealth Partners
Newton,
Massachusetts
|
$863K
|
+$21.4K
|
+67
|
+2%
|
|
|
806
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$858K
|
+$9.88K
|
+31
|
+1%
|
|
|
807
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$856K
|
+$482K
|
+1,512
|
+18%
|
|
|
808
|
D.J. St. Germain
Springfield,
Massachusetts
|
$852K
|
+$24.9K
|
+78
|
+3%
|
|
|
809
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$842K
|
-$24.2K
|
-76
|
-2%
|
|
|
810
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$835K
|
-$10.8K
|
-34
|
-1%
|
|
|
811
|
Lyell Wealth Management
Menlo Park,
California
|
$833K
|
-$2.65M
|
-8,322
|
-73%
|
|
|
812
|
GAMMA Investing
Foster City,
California
|
$832K
|
-$191K
|
-598
|
-17%
|
|
|
813
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$832K
|
–
|
–
|
–
|
|
|
814
|
Ramirez Asset Management
New York
|
$831K
|
–
|
–
|
–
|
|
|
815
|
MUFG Securities EMEA
London,
United Kingdom
|
$828K
|
-$7.97M
|
-25,000
|
-89%
|
|
|
816
|
Affinity Investment Advisors
Newport Beach,
California
|
$826K
|
-$223K
|
-699
|
-19%
|
|
|
817
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$824K
|
+$115K
|
+362
|
+14%
|
|
|
818
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$812K
|
+$127K
|
+399
|
+16%
|
|
|
819
|
Belpointe Asset Management
Reno,
Nevada
|
$810K
|
+$168K
|
+526
|
+31%
|
|
|
820
|
Duncker Streett & Co
St. Louis,
Missouri
|
$807K
|
-$14.3K
|
-45
|
-2%
|
|
|
821
|
Kanawha Capital Management
Richmond,
Virginia
|
$807K
|
–
|
–
|
–
|
|
|
822
|
Boston Financial Management
Boston,
Massachusetts
|
$804K
|
+$956
|
+3
|
+0.1%
|
|
|
823
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$801K
|
–
|
–
|
–
|
|
|
824
|
Fortem Financial Group
Palm Desert,
California
|
$792K
|
+$32.2K
|
+101
|
+4%
|
|
|
825
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$791K
|
-$15.9K
|
-50
|
-2%
|
|
