|
601
|
GeoWealth Management
Chicago,
Illinois
|
$855K
|
+$856K
|
+6,157
|
New
|
|
|
602
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$854K
|
-$22.9K
|
-165
|
-3%
|
|
|
603
|
Weatherly Asset Management
Del Mar,
California
|
$850K
|
-$20.9K
|
-150
|
-2%
|
|
|
604
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$850K
|
–
|
–
|
–
|
|
|
605
|
Clear Perspective Advisors
Aurora,
Illinois
|
$848K
|
+$362K
|
+2,603
|
+71%
|
|
|
606
|
Trek Financial
Scottsdale,
Arizona
|
$848K
|
+$849K
|
+6,104
|
New
|
|
|
607
|
Carret Asset Management
New York
|
$843K
|
–
|
–
|
–
|
|
|
608
|
American Investment Services
Great Barrington,
Massachusetts
|
$841K
|
-$88.8K
|
-639
|
-10%
|
|
|
609
|
Quad Capital Management Advisors
New York
|
$841K
|
+$425K
|
+3,056
|
+102%
|
|
|
610
|
Titus Wealth Management
Larskpur,
California
|
$839K
|
+$560K
|
+4,028
|
+200%
|
|
|
611
|
M. Kraus & Co
Shelburne,
Vermont
|
$837K
|
–
|
–
|
–
|
|
|
612
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$836K
|
+$837K
|
+6,023
|
New
|
|
|
613
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$835K
|
+$61.9K
|
+445
|
+8%
|
|
|
614
|
Boston Financial Management
Boston,
Massachusetts
|
$834K
|
–
|
–
|
–
|
|
|
615
|
Old National Bancorp
Evansville,
Indiana
|
$827K
|
–
|
–
|
–
|
|
|
616
|
ClearBridge Investments
New York
|
$824K
|
+$69.5K
|
+500
|
+9%
|
|
|
617
|
WesBanco Bank
Wheeling,
West Virginia
|
$820K
|
-$1.02M
|
-7,360
|
-55%
|
|
|
618
|
Nelson Capital Management
Menlo Park,
California
|
$819K
|
–
|
–
|
–
|
|
|
619
|
Prelude Capital Management
New York
|
$819K
|
+$820K
|
+5,895
|
New
|
|
|
620
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$814K
|
+$499K
|
+3,589
|
+158%
|
|
|
621
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$811K
|
+$48.4K
|
+348
|
+6%
|
|
|
622
|
American Financial Network Advisory Services
Calabasas,
California
|
$810K
|
-$1.02M
|
-7,354
|
-56%
|
|
|
623
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$809K
|
-$70.6K
|
-508
|
-8%
|
|
|
624
|
KCM Investment Advisors
Greenbrae,
California
|
$807K
|
+$200K
|
+1,439
|
+33%
|
|
|
625
|
Vivaldi Capital Management
Chicago,
Illinois
|
$804K
|
+$6.95K
|
+50
|
+0.9%
|
|
