|
801
|
Equitable Trust
Nashville,
Tennessee
|
$416K
|
+$23.3K
|
+500
|
+5%
|
|
|
802
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$416K
|
+$16.8K
|
+359
|
+4%
|
|
|
803
|
MUFG Securities Americas
New York
|
$415K
|
+$482K
|
+10,336
|
New
|
|
|
804
|
Keebeck Wealth Management
Chicago,
Illinois
|
$413K
|
+$4.34K
|
+93
|
+0.9%
|
|
|
805
|
Flynn Zito Capital Management
Garden City,
New York
|
$413K
|
-$81.2K
|
-1,740
|
-14%
|
|
|
806
|
Global Retirement Partners
San Rafael,
California
|
$411K
|
-$36.9K
|
-791
|
-7%
|
|
|
807
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$406K
|
+$13.3K
|
+285
|
+3%
|
|
|
808
|
Diversify Advisory Services
Sandy,
Utah
|
$404K
|
+$128K
|
+2,744
|
+35%
|
|
|
809
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$403K
|
–
|
–
|
–
|
|
|
810
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$401K
|
–
|
–
|
–
|
|
|
811
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$400K
|
+$465K
|
+9,956
|
New
|
|
|
812
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$399K
|
-$32.6K
|
-699
|
-7%
|
|
|
813
|
BOK Financial Private Wealth
Denver,
Colorado
|
$396K
|
-$44K
|
-943
|
-9%
|
|
|
814
|
Oxbow Advisors
Austin,
Texas
|
$396K
|
–
|
–
|
–
|
|
|
815
|
Institute for Wealth Management
Denver,
Colorado
|
$394K
|
-$28.3K
|
-607
|
-6%
|
|
|
816
|
Howe & Rusling
Rochester,
New York
|
$394K
|
-$1.03K
|
-22
|
-0.2%
|
|
|
817
|
Gifford Fong Associates
Lafayette,
California
|
$394K
|
–
|
–
|
–
|
|
|
818
|
Schulhoff & Co
Cincinnati,
Ohio
|
$391K
|
–
|
–
|
–
|
|
|
819
|
Cobblestone Capital Advisors
Rochester,
New York
|
$390K
|
-$47.1K
|
-1,010
|
-9%
|
|
|
820
|
Secure Asset Management
Troy,
Michigan
|
$387K
|
+$43.4K
|
+931
|
+11%
|
|
|
821
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$387K
|
-$112K
|
-2,410
|
-20%
|
|
|
822
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$386K
|
–
|
–
|
–
|
|
|
823
|
Horizon Investments
Charlotte,
North Carolina
|
$385K
|
+$3.87K
|
+83
|
+0.9%
|
|
|
824
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$384K
|
–
|
–
|
–
|
|
|
825
|
Strategic Wealth Partners
Independence,
Ohio
|
$381K
|
-$75.7K
|
-1,622
|
-14%
|
|
