|
801
|
Values First Advisors
Gray,
Tennessee
|
$278K
|
-$3.34K
|
-38
|
-1%
|
|
|
802
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$278K
|
+$262K
|
+2,978
|
New
|
|
|
803
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$276K
|
+$7.3K
|
+83
|
+3%
|
|
|
804
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$276K
|
-$15.1K
|
-172
|
-5%
|
|
|
805
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$276K
|
-$104K
|
-1,185
|
-29%
|
|
|
806
|
Advisor OS
Chicago,
Illinois
|
$276K
|
+$260K
|
+2,956
|
New
|
|
|
807
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$275K
|
+$133K
|
+1,515
|
+105%
|
|
|
808
|
Evercore Wealth Management
New York
|
$272K
|
–
|
–
|
–
|
|
|
809
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$272K
|
+$35.6K
|
+405
|
+16%
|
|
|
810
|
Affinity Investment Advisors
Newport Beach,
California
|
$271K
|
+$19K
|
+216
|
+8%
|
|
|
811
|
Wakefield Asset Management
Englewood,
Colorado
|
$270K
|
–
|
–
|
–
|
|
|
812
|
MFA Wealth Services
Thousand Oaks,
California
|
$269K
|
+$9.41K
|
+107
|
+4%
|
|
|
813
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$268K
|
-$18.3K
|
-208
|
-7%
|
|
|
814
|
Avidian Wealth Enterprises
Houston,
Texas
|
$268K
|
+$6.16K
|
+70
|
+2%
|
|
|
815
|
Optimize Financial
Laguna Hills,
California
|
$268K
|
+$253K
|
+2,874
|
New
|
|
|
816
|
Successful Portfolios
Clearwater,
Florida
|
$267K
|
+$352
|
+4
|
+0.1%
|
|
|
817
|
D.A. Davidson & Co
Great Falls,
Montana
|
$267K
|
+$18.9K
|
+215
|
+8%
|
|
|
818
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$265K
|
+$2.64K
|
+30
|
+1%
|
|
|
819
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$263K
|
-$122K
|
-1,388
|
-33%
|
|
|
820
|
Sunbelt Securities
Houston,
Texas
|
$262K
|
+$8.62K
|
+98
|
+4%
|
|
|
821
|
Investment Research Partners
Lemont,
Pennsylvania
|
$259K
|
+$238K
|
+2,710
|
New
|
|
|
822
|
Trinity Legacy Partners
Houston,
Texas
|
$259K
|
+$1.41K
|
+16
|
+0.6%
|
|
|
823
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$259K
|
+$244K
|
+2,774
|
New
|
|
|
824
|
PFG Investments
Woodbury,
New York
|
$258K
|
+$243K
|
+2,766
|
New
|
|
|
825
|
Zacks Investment Management
Chicago,
Illinois
|
$257K
|
-$8.8K
|
-100
|
-3%
|
|
