|
801
|
Adero Partners
Pleasanton,
California
|
$387K
|
–
|
–
|
–
|
|
|
802
|
WESPAC Advisors
Orinda,
California
|
$386K
|
+$384K
|
+8,762
|
New
|
|
|
803
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$384K
|
-$171K
|
-3,901
|
-31%
|
|
|
804
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$383K
|
–
|
–
|
–
|
|
|
805
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$381K
|
–
|
–
|
–
|
|
|
806
|
Affinity Capital Advisors
Berkeley,
California
|
$375K
|
-$43.2K
|
-985
|
-10%
|
|
|
807
|
Reston Wealth Management
Reston,
Virginia
|
$375K
|
-$35.2K
|
-802
|
-9%
|
|
|
808
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$375K
|
+$263K
|
+6,000
|
+240%
|
|
|
809
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$374K
|
+$372K
|
+8,474
|
New
|
|
|
810
|
KWMG LLC
Overland Park,
Kansas
|
$372K
|
+$2.81K
|
+64
|
+0.8%
|
|
|
811
|
Evergreen Capital Management
Bellevue,
Washington
|
$366K
|
-$102K
|
-2,325
|
-22%
|
|
|
812
|
|
$364K
|
–
|
–
|
–
|
|
|
813
|
Community Bank
Dewitt,
New York
|
$363K
|
–
|
–
|
–
|
|
|
814
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$363K
|
+$30.1K
|
+685
|
+9%
|
|
|
815
|
Empirical Wealth Management
Seattle,
Washington
|
$362K
|
-$94.1K
|
-2,145
|
-21%
|
|
|
816
|
Nomura Asset Management
Tokyo,
Japan
|
$360K
|
+$91.7K
|
+2,090
|
+34%
|
|
|
817
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$359K
|
-$48.9K
|
-1,114
|
-12%
|
|
|
818
|
Eagle Global Advisors
Houston,
Texas
|
$359K
|
-$19.7K
|
-450
|
-5%
|
|
|
819
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$359K
|
-$6.63K
|
-151
|
-2%
|
|
|
820
|
Rothschild Investment LLC
Chicago,
Illinois
|
$355K
|
+$21.9K
|
+500
|
+7%
|
|
|
821
|
GFS Advisors
Houston,
Texas
|
$353K
|
–
|
–
|
–
|
|
|
822
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$351K
|
-$136K
|
-3,107
|
-28%
|
|
|
823
|
CenterStar Asset Management
Chicago,
Illinois
|
$350K
|
–
|
–
|
–
|
|
|
824
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$349K
|
–
|
–
|
–
|
|
|
825
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$349K
|
+$348K
|
+7,922
|
New
|
|
