|
801
|
True Wealth Design
Akron,
Ohio
|
$83.2K
|
+$12.5K
|
+58
|
+18%
|
|
|
802
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$80K
|
-$28.5K
|
-132
|
-23%
|
|
|
803
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$79K
|
-$19.5K
|
-90
|
-20%
|
|
|
804
|
Broadwater Capital
Boston,
Massachusetts
|
$78.2K
|
–
|
–
|
–
|
|
|
805
|
Plato Investment Management
Sydney, NSW,
Australia
|
$77.7K
|
+$76.5K
|
+354
|
New
|
|
|
806
|
Caldwell Trust
Venice,
Florida
|
$76K
|
–
|
–
|
–
|
|
|
807
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$76K
|
–
|
–
|
–
|
|
|
808
|
Hager Investment Management Services
New London,
New Hampshire
|
$76K
|
+$21.6K
|
+100
|
+40%
|
|
|
809
|
CVA Family Office
Denver,
Colorado
|
$74.9K
|
+$8.21K
|
+38
|
+12%
|
|
|
810
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$73K
|
+$216
|
+1
|
+0.3%
|
|
|
811
|
West Oak Capital
Westlake Village,
California
|
$70.6K
|
–
|
–
|
–
|
|
|
812
|
|
$68.6K
|
+$11.5K
|
+53
|
+20%
|
|
|
813
|
Cromwell Holdings
Jackson,
Wyoming
|
$63.2K
|
+$1.3K
|
+6
|
+2%
|
|
|
814
|
Larson Financial Group
St Louis,
Missouri
|
$62.2K
|
+$9.94K
|
+46
|
+19%
|
|
|
815
|
Park Place Capital
Homewood,
Alabama
|
$62.1K
|
+$61.8K
|
+286
|
New
|
|
|
816
|
Park Square Financial Group
Roswell,
Georgia
|
$58K
|
+$57.7K
|
+267
|
New
|
|
|
817
|
Harbour Investments
Madison,
Wisconsin
|
$57.6K
|
+$13.8K
|
+64
|
+32%
|
|
|
818
|
NBC Securities
Birmingham,
Alabama
|
$57K
|
+$57.3K
|
+265
|
New
|
|
|
819
|
Blue Trust Inc
Alpharetta,
Georgia
|
$53.2K
|
+$9.73K
|
+45
|
+23%
|
|
|
820
|
Delta Asset Management
Memphis,
Tennessee
|
$49.7K
|
–
|
–
|
–
|
|
|
821
|
Investment Management Corporation
Roanoke,
Virginia
|
$48.4K
|
–
|
–
|
–
|
|
|
822
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$48K
|
+$1.3K
|
+6
|
+3%
|
|
|
823
|
SOA Wealth Advisors
New York
|
$45.8K
|
+$6.92K
|
+32
|
+18%
|
|
|
824
|
Clearstead Trust
Portland,
Maine
|
$45.6K
|
+$1.95K
|
+9
|
+4%
|
|
|
825
|
Colonial Trust
Spartanburg,
South Carolina
|
$44.8K
|
-$31.1K
|
-144
|
-41%
|
|
