|
801
|
W Advisors LLC
Germantown,
Tennessee
|
$669K
|
–
|
–
|
–
|
|
|
802
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$669K
|
–
|
–
|
–
|
|
|
803
|
Tran Capital Management
San Rafael,
California
|
$666K
|
-$44.4K
|
-884
|
-7%
|
|
|
804
|
Wellington Management Group
Boston,
Massachusetts
|
$666K
|
-$1.04M
|
-20,776
|
-62%
|
|
|
805
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$666K
|
-$32.6K
|
-650
|
-5%
|
|
|
806
|
Donor Advised Charitable Giving
San Francisco,
California
|
$664K
|
–
|
–
|
–
|
|
|
807
|
Madden Advisory Services
Jacksonville,
Florida
|
$664K
|
+$65.2K
|
+1,299
|
+12%
|
|
|
808
|
Group One Trading
Chicago,
Illinois
|
$661K
|
+$622K
|
+12,377
|
New
|
|
|
809
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$657K
|
–
|
–
|
–
|
|
|
810
|
ANB Bank
Denver,
Colorado
|
$656K
|
+$402K
|
+8,000
|
+187%
|
|
|
811
|
Clarkston Capital Partners
Rochester,
Michigan
|
$654K
|
–
|
–
|
–
|
|
|
812
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$652K
|
+$3.87K
|
+77
|
+0.6%
|
|
|
813
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$651K
|
+$214K
|
+4,270
|
+54%
|
|
|
814
|
DGS Capital Management
Jersey City,
New Jersey
|
$650K
|
-$72.2K
|
-1,437
|
-11%
|
|
|
815
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$649K
|
-$5.57K
|
-111
|
-0.9%
|
|
|
816
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$647K
|
+$608K
|
+12,108
|
New
|
|
|
817
|
Narwhal Capital Management
Marietta,
Georgia
|
$643K
|
–
|
–
|
–
|
|
|
818
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$642K
|
+$604K
|
+12,023
|
New
|
|
|
819
|
Venturi Wealth Management
Austin,
Texas
|
$641K
|
+$324K
|
+6,457
|
+116%
|
|
|
820
|
Foster Group
West Des Moines,
Iowa
|
$641K
|
–
|
–
|
–
|
|
|
821
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$637K
|
-$4.92K
|
-98
|
-0.8%
|
|
|
822
|
Argyle Capital Partners
Los Angeles,
California
|
$635K
|
+$155K
|
+3,090
|
+35%
|
|
|
823
|
Cooper/Haims Advisors
Victor,
New York
|
$635K
|
-$13.8K
|
-274
|
-2%
|
|
|
824
|
Boltwood Capital Management
Walnut Creek,
California
|
$634K
|
-$2.51K
|
-50
|
-0.4%
|
|
|
825
|
PKS Advisory Services
Albany,
New York
|
$634K
|
+$83.2K
|
+1,657
|
+16%
|
|
