|
801
|
Curi Wealth Management
Raleigh,
North Carolina
|
$733K
|
-$19.6K
|
-118
|
-3%
|
|
|
802
|
Connectus Wealth
Cincinnati,
Ohio
|
$731K
|
-$8.14K
|
-49
|
-1%
|
|
|
803
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$727K
|
-$1.66K
|
-10
|
-0.2%
|
|
|
804
|
Holderness Investments Company
Greensboro,
North Carolina
|
$722K
|
-$16.6K
|
-100
|
-2%
|
|
|
805
|
VELA Investment Management
New Albany,
Ohio
|
$721K
|
–
|
–
|
–
|
|
|
806
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$720K
|
-$13.1K
|
-79
|
-2%
|
|
|
807
|
Legacy Trust
Grand Rapids,
Michigan
|
$717K
|
+$688K
|
+4,138
|
New
|
|
|
808
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$716K
|
-$85.9K
|
-517
|
-11%
|
|
|
809
|
Westover Capital Advisors
Wilmington,
Delaware
|
$714K
|
-$7.81K
|
-47
|
-1%
|
|
|
810
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$708K
|
+$9.8K
|
+59
|
+1%
|
|
|
811
|
Brookstone Capital Management
Wheaton,
Illinois
|
$707K
|
-$60.2K
|
-362
|
-9%
|
|
|
812
|
FourThought Financial Partners
Venice,
Florida
|
$705K
|
+$676K
|
+4,069
|
New
|
|
|
813
|
Perigon Wealth Management
San Francisco,
California
|
$704K
|
+$122K
|
+732
|
+22%
|
|
|
814
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$702K
|
-$93.1K
|
-560
|
-12%
|
|
|
815
|
Sonora Investment Management Group
Tucson,
Arizona
|
$699K
|
-$75.8K
|
-456
|
-10%
|
|
|
816
|
Insight Advisors
Newtown,
Pennsylvania
|
$694K
|
+$134K
|
+807
|
+26%
|
|
|
817
|
Lumina Fund Management
New York
|
$693K
|
–
|
–
|
–
|
|
|
818
|
Capstone Investment Advisors
New York
|
$693K
|
-$480K
|
-2,887
|
-42%
|
|
|
819
|
Portman Square Capital
London,
United Kingdom
|
$693K
|
+$665K
|
+4,000
|
New
|
|
|
820
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$687K
|
–
|
–
|
–
|
|
|
821
|
HM Payson & Co
Portland,
Maine
|
$682K
|
-$104K
|
-625
|
-14%
|
|
|
822
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$682K
|
+$654K
|
+3,936
|
New
|
|
|
823
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$681K
|
-$4.99K
|
-30
|
-0.8%
|
|
|
824
|
Capital Square
Chattanooga,
Tennessee
|
$677K
|
-$394K
|
-2,370
|
-38%
|
|
|
825
|
Credential Qtrade Securities
Vancouver,
|
$674K
|
+$646K
|
+3,890
|
New
|
|
