|
901
|
BluePath Capital Management
Atlanta,
Georgia
|
$428K
|
-$192K
|
-3,676
|
-38%
|
|
|
902
|
626 Financial
Portage,
Michigan
|
$427K
|
-$108K
|
-2,064
|
-24%
|
|
|
903
|
MGO Private Wealth
Irvine,
California
|
$426K
|
+$52.8K
|
+1,008
|
+18%
|
|
|
904
|
Asahi Life Asset Management
Tokyo,
Japan
|
$425K
|
-$99.5K
|
-1,900
|
-22%
|
|
|
905
|
Scientech Research LLC
Jersey City,
New Jersey
|
$422K
|
+$346K
|
+6,608
|
New
|
|
|
906
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$420K
|
+$10.5K
|
+200
|
+3%
|
|
|
907
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$413K
|
+$339K
|
+6,472
|
New
|
|
|
908
|
SageView Advisory Group
Newport Beach,
California
|
$411K
|
+$286K
|
+5,460
|
New
|
|
|
909
|
CIC Wealth
Rockville,
Maryland
|
$411K
|
-$6.28K
|
-120
|
-2%
|
|
|
910
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$411K
|
-$48.2K
|
-920
|
-13%
|
|
|
911
|
Merit Financial Group
Alpharetta,
Georgia
|
$410K
|
+$336K
|
+6,420
|
New
|
|
|
912
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$407K
|
-$10.5K
|
-200
|
-3%
|
|
|
913
|
Curi Wealth Management
Raleigh,
North Carolina
|
$403K
|
+$419
|
+8
|
+0.1%
|
|
|
914
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$397K
|
-$2.67M
|
-50,956
|
-89%
|
|
|
915
|
Prospect Financial Services
Melville,
New York
|
$395K
|
+$324K
|
+6,184
|
New
|
|
|
916
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$394K
|
+$324K
|
+6,180
|
New
|
|
|
917
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$394K
|
-$1.12M
|
-21,340
|
-78%
|
|
|
918
|
Menard Financial Group
Houston,
Texas
|
$392K
|
–
|
–
|
–
|
|
|
919
|
Arrowroot Family Office
Marina Del Rey,
California
|
$390K
|
-$133K
|
-2,540
|
-29%
|
|
|
920
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
921
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$388K
|
+$19.9K
|
+380
|
+7%
|
|
|
922
|
Sapient Capital
Indianapolis,
Indiana
|
$388K
|
+$318K
|
+6,072
|
New
|
|
|
923
|
Symphony Financial
Houston,
Texas
|
$386K
|
+$24.3K
|
+464
|
+9%
|
|
|
924
|
Donor Advised Charitable Giving
San Francisco,
California
|
$383K
|
–
|
–
|
–
|
|
|
925
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$379K
|
-$25.6K
|
-488
|
-8%
|
|
