|
801
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$298K
|
+$227K
|
+7,161
|
New
|
|
|
802
|
RWA Wealth Partners
Newton,
Massachusetts
|
$298K
|
+$227K
|
+7,159
|
New
|
|
|
803
|
|
$298K
|
-$167K
|
-5,269
|
-42%
|
|
|
804
|
RDA Financial Network
Akron,
Iowa
|
$297K
|
+$226K
|
+7,130
|
New
|
|
|
805
|
Cahill Financial Advisors
Edina,
Minnesota
|
$296K
|
+$226K
|
+7,113
|
New
|
|
|
806
|
CSM Advisors
Warrendale,
Pennsylvania
|
$295K
|
+$225K
|
+7,080
|
New
|
|
|
807
|
Private Trust Company
Cleveland,
Ohio
|
$295K
|
–
|
–
|
–
|
|
|
808
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$295K
|
–
|
–
|
–
|
|
|
809
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$292K
|
+$222K
|
+7,005
|
New
|
|
|
810
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$291K
|
+$221K
|
+6,978
|
New
|
|
|
811
|
Vontobel Holding
Zurich,
Switzerland
|
$289K
|
-$1.53M
|
-48,240
|
-87%
|
|
|
812
|
SageView Advisory Group
Newport Beach,
California
|
$289K
|
+$5.9K
|
+186
|
+3%
|
|
|
813
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$288K
|
+$219K
|
+6,910
|
New
|
|
|
814
|
SeaCrest Wealth Management
Purchase,
New York
|
$287K
|
+$219K
|
+6,898
|
New
|
|
|
815
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$286K
|
+$218K
|
+6,877
|
New
|
|
|
816
|
Fiduciary Group
Savannah,
Georgia
|
$286K
|
-$94.3K
|
-2,975
|
-30%
|
|
|
817
|
CenterBook Partners
Greenwich,
Connecticut
|
$286K
|
+$217K
|
+6,857
|
New
|
|
|
818
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$285K
|
+$217K
|
+6,852
|
New
|
|
|
819
|
Capital Financial Group
Greenwood Village,
Colorado
|
$285K
|
+$217K
|
+6,846
|
New
|
|
|
820
|
Addison Capital
Conshohocken,
Pennsylvania
|
$284K
|
+$216K
|
+6,823
|
New
|
|
|
821
|
DZ Bank
Frankfurt Am Main,
Germany
|
$283K
|
–
|
–
|
–
|
|
|
822
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$283K
|
+$215K
|
+6,784
|
New
|
|
|
823
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$281K
|
-$156K
|
-4,930
|
-42%
|
|
|
824
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$280K
|
+$214K
|
+6,733
|
New
|
|
|
825
|
Klingman & Associates
New York
|
$280K
|
+$213K
|
+6,723
|
New
|
|
