|
801
|
Key Financial Inc
West Chester,
Pennsylvania
|
$833K
|
–
|
–
|
–
|
|
|
802
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$832K
|
+$906K
|
+8,891
|
New
|
|
|
803
|
Achmea Investment Management
Zeist,
Netherlands
|
$830K
|
–
|
–
|
–
|
|
|
804
|
Choate Investment Advisors
Boston,
Massachusetts
|
$827K
|
–
|
–
|
–
|
|
|
805
|
Global Retirement Partners
San Rafael,
California
|
$827K
|
+$75K
|
+736
|
+10%
|
|
|
806
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$819K
|
-$239K
|
-2,350
|
-21%
|
|
|
807
|
Avantax Advisory Services
Dallas,
Texas
|
$819K
|
-$7.54K
|
-74
|
-0.8%
|
|
|
808
|
Veracity Capital
Atlanta,
Georgia
|
$818K
|
+$815
|
+8
|
+0.1%
|
|
|
809
|
Whittier Trust
South Pasadena,
California
|
$815K
|
+$300K
|
+2,940
|
+51%
|
|
|
810
|
First Foundation Advisors
Irvine,
California
|
$813K
|
-$1.86M
|
-18,222
|
-68%
|
|
|
811
|
Wayfinding Financial
Lynnwood,
Washington
|
$804K
|
+$25.5K
|
+250
|
+3%
|
|
|
812
|
Venturi Wealth Management
Austin,
Texas
|
$800K
|
-$18.3K
|
-180
|
-2%
|
|
|
813
|
Granite Investment Partners
El Segundo,
California
|
$799K
|
-$51K
|
-500
|
-6%
|
|
|
814
|
Mitchell Capital Management
Leawood,
Kansas
|
$797K
|
–
|
–
|
–
|
|
|
815
|
Beacon Pointe Advisors
Newport Beach,
California
|
$792K
|
-$62.5K
|
-613
|
-7%
|
|
|
816
|
Los Angeles Capital Management
Los Angeles,
California
|
$792K
|
+$321K
|
+3,153
|
+59%
|
|
|
817
|
American Portfolios Advisors
Holbrook,
New York
|
$781K
|
+$14.7K
|
+144
|
+2%
|
|
|
818
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$776K
|
-$43.3K
|
-425
|
-5%
|
|
|
819
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$776K
|
+$102
|
+1
|
+0%
|
|
|
820
|
Archford Capital Strategies
Swansea,
Illinois
|
$776K
|
+$19.3K
|
+189
|
+2%
|
|
|
821
|
Voya Financial Advisors
Windsor,
Connecticut
|
$771K
|
+$163K
|
+1,601
|
+25%
|
|
|
822
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$771K
|
+$583K
|
+5,720
|
+227%
|
|
|
823
|
First Nebraska Trust
Lincoln,
Nebraska
|
$771K
|
-$1.02K
|
-10
|
-0.1%
|
|
|
824
|
Segment Wealth Management
Houston,
Texas
|
$769K
|
-$6.93K
|
-68
|
-0.8%
|
|
|
825
|
Williams Jones Wealth Management
New York
|
$762K
|
–
|
–
|
–
|
|
