|
826
|
Proficio Capital Partners
Newton,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
827
|
Capital Bank & Trust
Irvine,
California
|
$24K
|
-$49.7K
|
-1,200
|
-67%
|
|
|
828
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$24K
|
+$373
|
+9
|
+2%
|
|
|
829
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$24K
|
+$24.8K
|
+600
|
New
|
|
|
830
|
Versant Capital Management
Phoenix,
Arizona
|
$23K
|
-$662
|
-16
|
-3%
|
|
|
831
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$23K
|
+$23.6K
|
+569
|
New
|
|
|
832
|
Destination Wealth Management
Walnut Creek,
California
|
$23K
|
+$23.8K
|
+574
|
New
|
|
|
833
|
Legacy Financial Advisors
Covington,
Kentucky
|
$22K
|
–
|
–
|
–
|
|
|
834
|
EARNEST Partners
Atlanta,
Georgia
|
$21K
|
–
|
–
|
–
|
|
|
835
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$20K
|
–
|
–
|
–
|
|
|
836
|
Cable Hill Partners
Portland,
Oregon
|
$20K
|
–
|
–
|
–
|
|
|
837
|
Field & Main Bank
Henderson,
Kentucky
|
$20K
|
–
|
–
|
–
|
|
|
838
|
Endurance Wealth Management
Providence,
Rhode Island
|
$19K
|
–
|
–
|
–
|
|
|
839
|
Optimum Investment Advisors
Chicago,
Illinois
|
$19K
|
+$20K
|
+484
|
New
|
|
|
840
|
Sandy Spring Bank
Olney,
Maryland
|
$18K
|
+$18.4K
|
+445
|
New
|
|
|
841
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18K
|
+$19K
|
+459
|
New
|
|
|
842
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$18K
|
+$19.7K
|
+476
|
New
|
|
|
843
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$17K
|
–
|
–
|
–
|
|
|
844
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
845
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$16K
|
-$536K
|
-12,945
|
-95%
|
|
|
846
|
D. Scott Neal
Lexington,
Kentucky
|
$16K
|
–
|
–
|
–
|
|
|
847
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$16K
|
–
|
–
|
–
|
|
|
848
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
849
|
Nelson Capital Management
Menlo Park,
California
|
$16K
|
–
|
–
|
–
|
|
|
850
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$16K
|
–
|
–
|
–
|
|
