|
801
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$430K
|
-$2.68K
|
-65
|
-0.6%
|
|
|
802
|
Coe Capital Management
Highland Park,
Illinois
|
$427K
|
–
|
–
|
–
|
|
|
803
|
AMI Investment Management
Kendallville,
Indiana
|
$424K
|
-$4.13K
|
-100
|
-1%
|
|
|
804
|
First United Bank & Trust
Oakland,
Maryland
|
$423K
|
-$39.8K
|
-965
|
-9%
|
|
|
805
|
First American Trust
Santa Ana,
California
|
$421K
|
+$66.3K
|
+1,607
|
+19%
|
|
|
806
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$420K
|
+$10.9K
|
+264
|
+3%
|
|
|
807
|
Pathstone Family Office
Englewood,
New Jersey
|
$417K
|
-$436K
|
-10,550
|
-51%
|
|
|
808
|
LGL Partners
Philadelphia,
Pennsylvania
|
$417K
|
-$27.9K
|
-675
|
-6%
|
|
|
809
|
Legacy Financial Advisors
Covington,
Kentucky
|
$417K
|
–
|
–
|
–
|
|
|
810
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$416K
|
+$24.8K
|
+600
|
+7%
|
|
|
811
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$412K
|
+$416K
|
+10,082
|
New
|
|
|
812
|
Point72 Asset Management
Stamford,
Connecticut
|
$409K
|
-$4.95M
|
-120,000
|
-92%
|
|
|
813
|
Perennial Advisors
New York
|
$408K
|
+$16.7K
|
+405
|
+4%
|
|
|
814
|
Stellar Capital Management
Phoenix,
Arizona
|
$406K
|
-$16.5K
|
-400
|
-4%
|
|
|
815
|
Klingman & Associates
New York
|
$405K
|
–
|
–
|
–
|
|
|
816
|
Globeflex Capital
San Diego,
California
|
$404K
|
-$3.1M
|
-75,181
|
-88%
|
|
|
817
|
Peak Capital Management
Greenwood Village,
Colorado
|
$404K
|
–
|
–
|
–
|
|
|
818
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$404K
|
+$147K
|
+3,564
|
+56%
|
|
|
819
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$402K
|
-$29.7K
|
-720
|
-7%
|
|
|
820
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$402K
|
+$168K
|
+4,072
|
+71%
|
|
|
821
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$401K
|
+$2.15K
|
+52
|
+0.5%
|
|
|
822
|
Altium Wealth Management
Purchase,
New York
|
$395K
|
-$41.3K
|
-1,001
|
-9%
|
|
|
823
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$395K
|
+$28.9K
|
+700
|
+8%
|
|
|
824
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$395K
|
+$104K
|
+2,530
|
+35%
|
|
|
825
|
Centaurus Financial
Anaheim,
California
|
$393K
|
+$8.67K
|
+210
|
+2%
|
|
